Equity Fund

The Appian Equity Fund (a sub-fund of the Appian Unit Trust) invests in high quality blue chips stocks in Europe, U.S.A., Switzerland and the UK. Since inception it has outperformed the FTSE all World (Euro) index with a significantly lower level of volatility. This fund has 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 Equity Fund and the funds historic unit prices below.

Fund Return
Period 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fund Return * -0.85% 4.25% 7.42% 18.73% 10.7% 12.77% 5.32% 8.42% -1.03%
Close of Business Mid-Market Prices Deal Date Dealing Price €
31/10/2018 01/11/2018 185.972
28/09/2018 01/10/2018 194.122
31/08/2018 03/09/2018 191.655
31/07/2018 01/08/2018 195.509
29/06/2018 02/07/2018 189.917
31/05/2018 01/06/2018 189.693
30/04/2018 01/05/2018 186.14
29/03/2018 03/04/2018 177.445
28/02/2018 01/03/2018 183.492
31/01/2018 01/02/2018 190.761
29/12/2017 02/01/2018 187.913
30/11/2017 01/12/2017 183.431

Geographic Equity Distribution

Performance Chart

Fund Fact sheets

Downloadable Fact Sheets
Equity Fund Q3 14 01/10/2014
Equity Fund Q4 14 02/01/2015
Equity Fund Q1 15 01/04/2015
Equity Fund Q2 15 30/06/2015
Equity Fund Q3 15 30/09/2015
Equity Fund Q4 15 06/04/2016
Equity Fund Q1 16 12/04/2016
Equity Fund Q2 16 30/06/2016
Equity Fund Q3 16 30/09/2016
Equity Fund Q4 16 31/12/2016
Equity Fund Q1 17 31/03/2017
Equity Fund Q2 17 30/06/2017
Equity Fund Q3 17 30/09/2017
Equity Fund Q4 17 31/12/2017
Equity Fund Q1 18 31/03/2018
Equity Fund Q2 18 30/06/2018
Equity Fund Q3 18 30/09/2018