Appexcon assets management

Investment Principle

Home
Investment Principle

Investment Principle

Appexcon assets management recognises that fairness is a relative concept, open to individual interpretation what one Client may deem as fair, another may not. A complaint does not necessarily mean unfair treatment, just as financial gain does not equate with fairness. There is inherent Conduct Risk in the asset management and wider financial services’ industry. While this Conduct Risk cannot completely be eliminated, Appexcon assets management believes that it can be managed and mitigated to ensure that Clients are treated fairly and their interests put at the forefront of how Appexcon assets management operates.
An inclusive and uniting culture will be central to delivering our vision of being a world class investment company and to achieve our purpose of investing for a better future: to make a difference to our clients, the lives of our customers, our people and our shareholders. We are committed to diversity and inclusion in the broadest sense. We lead with inclusion because people perform better when they can be themselves. Creating this inclusive environment is a team effort.
It requires strong support from leaders, who also enable their people to take a lead. Inclusion is about everyone. Driven by the view that diversity is better for us, better for our clients and customers and better for business, we’ve outlined our vision for how we will work together to achieve a more inclusive environment. This vision will guide our efforts.
The start of that journey begins with a request: to listen, to be courageous and to think big. Because this can only come to life when we take action together with each other, our partners, our customers, our clients and our stakeholders in our industry and in our markets around the world. It’s simple: when we celebrate our differences, we’ll be a place where we can be ourselves.

Conduct Policy

The purpose of this Policy is to describe Appexcon assets management’s approach to Conduct Risk and Treating Customers Fairly. The Policy applies to Appexcon assets management Asset Management and all of its subsidiaries. The Group also has a responsibility to ensure that its Suppliers adhere to similar policies where applicable.

Active Fee Management

As an investment house, we are truly diversified and committed to active management. Growing revenue. Revenue is primarily generated from the management and administration fees we charge based on the value of the assets we look after for clients.