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Alken Fund - Absolute Return Europe-H

Ranked 12 out of 183 in - Long/Short Equity over 12 months
All calculations are in EUR 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

Provide capital growth and aim for a positive absolute return over long term period through long and short market exposure in the European markets primarily in equities or related derivative contracts. The Sub-Fund aims to typically deliver absolute (more than zero) returns in each year, although an absolute return performance is not guaranteed and over the short-term it may experience periods of negative return and consequently the Sub-Fund may not achieve this objective.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Long/Short Equity over : 31/12/2016 - 31/12/2017
  • Rank 12/183 Total Return
  • Rank 122/183 Standard Deviation
  • Rank 43/183 Max Drawdown
Fund Name Currency Risk
120 Pictet TR - Mandarin-I EUR EUR

5.8

121 Assenagon Substanz Europa I EUR

5.8

122 Alken Fund - Absolute Return Europe-H EUR

5.8

122 Atlante Target Italy Hedged A

Currency exposure is hedged

Currency exposure is hedged

EUR

5.8

122 Plurima European Absolute Return R EUR

5.8

Fund Name Currency Loss
41 Fonditalia Flexible Europe - R EUR

-1.2%

42 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

43 Alken Fund - Absolute Return Europe-H EUR

-1.2%

43 Tavau Swiss Fund EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

45 DNCA Invest Velador B EUR

-1.3%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 17.9% 6.3% 2.3% 5.9% 2.4%
2016 -7.9% -7.9% -10.9% 8.4% 3.5%
2015 8.2% 6.4% -0.4% 0.4% 1.8%
2014 4.9% 4.7% -1.5% -3.2% 5.1%
2013 17.0% 8.7% 3.3% 1.7% 2.5%
2012 11.5% 8.4% -3.4% 5.9% 0.5%
2011 3.5% -6.9% 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Luxembourg
  4. Netherlands
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date31/01/2011
  • Share Class size24Mn
  • Base currencyEUR
  • ISIN LU0572586757

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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