Small Companies

The Appian Small Companies Opportunities Fund invests in a concentrated portfolio of high quality publicly quoted stocks with a market capitalisation of €100m to €4billion. Small Companies have been shown to consistently outperform broader equity markets over the long term, but with a higher degree of volatility. We invest in companies with proven management, low levels of gearing and strong easily understood business models. All our funds have no entry, exit or performance fees and performance figures are shown net of all annual management fees. Please see some of the key information in relation to the Appian Small Companies Opportunities Fund as at the end of Q1 2017 and the funds historic unit prices below.

Fund Return
Period Q4 2012 2013 2014 2015 2016 2017
Fund Return * 0.61% 30.5% 12.04% 28.75% 0.71% 6.24%
Close of Business Mid-Market Prices Deal Date Dealing Price €
30/06/2017 04/07/2017 202.647
31/05/2017 01/06/2017 208.7308
28/04/2017 02/05/2017 212.1255
31/03/2017 03/04/2017 201.8611
28/02/2017 01/03/2017 195.7463
31/01/2017 01/02/2017 191.0748
30/12/2016 03/01/2017 190.7515
30/11/2016 01/12/2016 186.0149
31/10/2016 31/10/2016 178.2019
30/09/2016 03/10/2016 182.7333
31/08/2016 01/09/2016 181.5463
31/07/2016 01/08/2016 175.4371
Top 5 Equity Holdings
Name Country Sector %
Playtech UK Software & Services 5.38
Jungheinrich Eurozone Machinery 4.81
Micro Focus UK Technology 3.97
Somero Enterprises UK Building Materials 3.95
Patisserie Holding Eurozone Food 3.73

Geographic Equity Distribution

Performance Chart

Fund Fact sheets

Downloadable Fact Sheets
Small Companies Q3 14 01/10/2014
Small Companies Q4 14 02/01/2015
Small Companies Q1 15 01/04/2015
Small Companies Q2 15 30/06/2015
Small Companies Q3 15 30/09/2015
Small Companies Q4 15 06/04/2016
Small Companies Q1 16 12/04/2016
Small Companies Q 2 16 30/06/2016
Small Companies Q3 16 30/09/2016
Small Companies Q4 16 31/12/2016
Small Companies Q1 17 31/03/2017
Small Companies Q2 17 30/06/2017