Fund Fact Sheets

Downloadable Fact Sheets
Property Fund Q3 18 30/09/2018
Liquidity Fund Q3 18 30/09/2018
Ethical Value Fund Q3 18 30/09/2018
Small Companies Q3 18 30/09/2018
Equity Fund Q3 18 30/09/2018
Value Fund Q3 18 30/09/2018
Property Fund Q2 18 30/06/2018
Ethical Value Fund Q2 18 30/06/2018
Liquidity Fund Q2 18 30/06/2018
Small Companies Q2 18 30/06/2018
Equity Fund Q2 18 30/06/2018

White Papers

Akzo Nobel: Takeover Offer Arrives a Month after Appian Purchase

Niall Dineen

Akzo Nobel is a classic example of a stock that successfully met all the Appian criteria. Below is a summary of the initial investment thesis..


White Paper Archive
Small Caps – A Class of Their Own? John Mattimoe
Stay Active! Eugene Kiernan
Ethical, SRI, ESG or Impact Investing? (But more importantly does it work?) Eugene Kiernan