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Alken Fund - European Opportunities - R

Ranked 9 out of 996 in - Europe over 12 months
All calculations are in USD 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

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. This Sub-Fund is a relative return fund implying a medium tolerance to risk, with the objective to realise a relative performance over the STOXX 600 EUR (Return) Index.

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

Performance

Europe over : 30/09/2016 - 30/09/2017
  • Rank 9/996 Total Return
  • Rank 909/996 Standard Deviation
  • Rank 114/996 Max Drawdown
Fund Name Currency Risk
908 Candriam Equities L Europe Optimum Quality C Cap USD

12.8

909 Montsegur Croissance C USD

12.8

909 Alken Fund - European Opportunities - R USD

12.8

911 Ecureuil Benefices Environnement C USD

12.8

911 Atlant Sharp Europe B

Currency exposure is hedged

Currency exposure is hedged

SEK

12.8

911 Pro - Fi USD

12.8

911 Athymis Milllennial Europe P USD

12.8

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.4% 10.0% 13.2%
2016 -6.6% -5.8% -13.5% 13.5% 1.0%
2015 -6.5% -0.7% 1.4% -7.3% 0.1%
2014 -3.3% 7.9% 0.2% -9.0% -1.7%
2013 39.8% 7.5% 6.1% 12.3% 9.2%
2012 29.8% 19.6% -11.9% 14.4% 7.8%
2011 -14.8% 7.0% 4.8% -29.2% 7.3%
2010 9.7% -0.7% -12.5% 18.8% 6.3%
2009 45.7% -9.2% 29.6% 26.4% -2.1%
2008 -50.2% -5.6% -10.0% -25.3% -21.6%
2007 22.7% 10.4% 12.1% 3.6% -4.2%
2006 0.6% 3.6% 13.7%

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 size1,182Mn
  • Base currencyEUR
  • ISIN LU0235308482

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

Related News

Walewski de Alken AM a punto de comprar bancos europeos

El gestor francés Nicolas Walewski está listo para iniciar la compra de los bancos europeos adelantándose al esperado aumento de la pendiente de la curva de tipos.

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