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Alken Fund - European Opportunities - R

Ranked 178 out of 189 in - Europe over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Europe over : 31/07/2015 - 31/07/2016
  • Rank 178/189 Total Return
  • Rank 185/189 Standard Deviation
  • Rank 183/189 Max Drawdown
Fund Name Currency Risk
183 JPM Europe Focus A (perf) Acc EUR GBP

15.0

184 New Capital Dynamic European Equity GBP Ord Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

15.2

185 Alken Fund - European Opportunities - R GBP

15.3

186 SSgA Europe Value Spotlight Fund P GBP

15.6

187 Fidelity Index Japan P Acc GBP

16.1

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -3.4% -7.0%
2015 -1.1% 4.3% -4.3% -3.7% 2.9%
2014 2.8% 7.2% -2.3% -4.0% 2.3%
2013 37.2% 15.0% 6.2% 5.2% 6.7%
2012 24.1% 16.3% -10.3% 11.1% 7.1%
2011 -14.2% 4.5% 4.7% -27.0% 7.5%
2010 13.2% 5.8% -11.3% 12.8% 7.0%
2009 29.8% -8.9% 12.8% 30.1% -3.0%
2008 -31.1% -5.5% -10.1% -16.5% -2.8%
2007 20.7% 10.2% 9.5% 2.0% -2.0%
2006 -5.7% 2.6% 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date03/01/2006
  • Share Class size1,231Mn
  • Base currencyEUR
  • ISIN LU0235308482

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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