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Alken Fund - Small Cap Europe-R

Ranked 10 out of 65 in - European Small & Medium Companies 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.


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, focussing on small and mid caps that are headquartered in Europe, or conduct the preponderant part of their activity in Europe.

Showing fund performance in United Kingdom View performance globally


European Small & Medium Companies over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 24.3% 13.2% 2.1% 2.3% 5.0%
2014 2.2% 13.1% -3.7% -5.3% -0.9%
2013 50.0% 17.2% 5.7% 11.8% 8.4%
2012 28.2% 18.9% -11.5% 11.0% 9.8%
2011 -24.9% 1.4% 5.2% -27.7% -2.7%
2010 18.7% 6.5% -14.8% 13.2% 15.5%
2009 32.6% -9.2% 14.6% 30.3% -2.2%
2008 -21.3% -2.7% -6.3% -15.0% 1.5%
2007 -3.4% -7.1%

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. Norway
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date08/06/2007
  • Share Class size163Mn
  • Base currencyEUR
  • ISIN LU0300834669

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0


Related News

Alken to reopen two funds for AA-rated star Walewski

Asset management firm set to reopen pair of European equity funds overseen by fund selector favourite, Citywire Global can exclusively reveal.

Alken soft closes Walewski's absolute return fund at €2 billion

Independent investment firm opts to stem flows into fund of fund favourite's absolute return vehicle.  

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