Who We Are
Appian Asset Management is a leading Irish based and owned asset manager, managing a range of funds which invest globally, to grow and protect our clients’ assets while generating sustainable income.
There are a range of 6 funds on offer through Appian Asset Management, each focused on different areas of investment. From global funds to property funds focused almost primarily on the Republic of Ireland, there is a fund to match any investment criteria.
For potential investors interested in learning more about the Appian Asset Management, our focus on risk and return or for more information on our investment funds, please do not hesitate to contact us.
Weekly Market Comment – December 13th 2019
In the US all three major indices reached new highs. The driver was more positive sentiment around the US/China trade talks. News of a preliminary U.S.-China trade deal boosted semiconductor shares, helping technology stocks outperform within the S&P 500 Index.
European stocks rose as fears of a disorderly Brexit waned after a crushing general election victory for Prime Minister Boris Johnson and his Conservative Party. The pan-European STOXX Europe 600 Index ended the week 1.05% higher, Germany’s exporter-heavy DAX index gained 0.73%, and the UK’s FTSE 100 Index rose 2.11%.
– Derek Heffernan
What Defines Us
Established in 2003, we are active managers and all investment activity is carried out in house. Risk management and downside protection is a corner stone of our investment approach.
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We invest for both retail and institutional investors, delivering and compounding solid returns with low volatility. Our clients include private clients, pension funds, endowments, charities and corporates.
Investment Style
Our Investments are driven by a focus on Risk and Return
Active Management is at the core of our Process
We believe in making the big decisions to protect our client’s assets
A Focus on Quality and Valuation underpins all our Investments
We invest with a long-term focus
We believe in what we do and invest beside our clients
Appian Funds
The Appian Multi-Asset Fund is a Dynamic multi-asset fund. It has a long track record of low volatility and a focus on long term growth and capital preservation.
The Appian Impact Fund applies an ethical overlay to the Appian Multi-Asset Fund. It has the same focus as the Multi-Asset Fund in terms of diversification of assets, low volatility in nature and focus on long term growth.
The Appian Global Dividend Growth Fund is a Concentrated Global Equity Fund. It is managed through a bottom-up approach, focusing on investing in companies that have strong values and quality characteristics.
The Appian Liquidity Fund is an active fund which invests primarily in cash deposits with the objectives of achieving appropriate levels of return and preserving the value of the capital
The Appian Global Small Companies Fund is a Concentrated Equity Fund. It invests in small and mid cap stocks, targeting well-managed, high quality, cash generative companies capable of delivering sustainable growth over time but who are undervalued.
The Appian Burlington Property Fund invests in Irish commercial property with a focus on properties in the €5-15 million range with strong tenants and growth potential.
5 Year Annualised Returns
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Global Dividend Growth Fund
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Global Small Companies Fund
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Multi-Asset Fund
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