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Alken Fund - European Opportunities-GB1

Ranked 22 out of 81 in - Europe over 12 months
All calculations are in GBP

Managed by

Nicolas Walewski

Nicolas Walewski was born in 1965 in Neuilly-sur-Seine, France. He attended Ecole Polytechnique, Paris and Ecole National De La Statistique Et De L’Administration Economique where he gained a Masters in Engineering. He joined Credit Lyonnais in 1993, and was a currency options portfolio manager. He moved to Frankfurt and became an index options portfolio manager and a buy-side analyst specialising in media and information and was responsible for the European equity portfolios. In 1998, he joined Banque Syz and became fund manager of the Oyster European Opportunities fund. He founded Alken Asset Management in 2006 and manages the Alken European Opportunities fund. Nicolas lists tennis, music and walking among his interests outside of fund management.

Objective

The fund's objective is to provide capital growth, primarily through dynamic investment in a growth/value style biased portfolio of equity securities of undervalued European companies with a high growth potential. The Sub-Fund will invest at least 75% of its net assets in equities and related securities issued by companies that are headquartered in Europe, or conduct the preponderant part of their activity there.

Performance

Europe over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -0.4% 7.2% -2.2% -3.9% -1.2%
2013 20.7% 1.1% 6.1% 5.3% 6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Luxembourg
  6. Netherlands
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date15/02/2013
  • Share Class size10Mn
  • Base currencyGBP
  • ISIN LU0832414030

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.0%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).