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Alken Fund - Small Cap Europe-R

Ranked 63 out of 68 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.


To provide capital growth and to enable investors to benefit from growth in the European equity market, primarily through dynamic investment in a growth/value style biased portfolio of equity securities of undervalued European companies with a high growth potential focussing albeit not exclusively on small caps being companies with a capitalisation of less than EUR 3 billion, and mid-caps being companies with a market capitalisation of around more than EUR 3 billion but less than EUR 10 billion. This Sub-Fund is a relative return fund implying a medium tolerance to risk,with the objective to realise a relative net performance over the STOXX TMI Small Cap EUR (Return) Index.

Showing fund performance in United Kingdom View performance globally


European Small & Medium Companies over : 30/09/2015 - 30/09/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -0.5% -4.8% 14.6%
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 size92Mn
  • Base currencyEUR
  • ISIN LU0300834669

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0


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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).