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Alken Fund - Small Cap Europe-R

Ranked 15 out of 226 in - European Small & Medium Companies 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 focusing albeit not exclusively on small caps and mid-caps. 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 globally. You can view performance in individual jurisdictions.

Performance

European Small & Medium Companies over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.9% 9.5% 15.0%
2016 -5.0% -3.0% -11.4% 11.4% -0.7%
2015 17.5% 7.8% 8.2% -1.4% 2.2%
2014 -3.8% 13.9% -1.3% -10.2% -4.7%
2013 52.8% 9.5% 5.5% 19.4% 10.8%
2012 34.1% 22.2% -13.1% 14.3% 10.5%
2011 -25.5% 3.8% 5.4% -29.8% -2.9%
2010 15.1% 0.1% -15.9% 19.2% 14.8%
2009 49.0% -9.4% 31.7% 26.5% -1.3%
2008 -43.2% -2.8% -6.2% -23.9% -18.1%
2007 -1.9% -9.3%

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 size135Mn
  • Base currencyEUR
  • ISIN LU0300834669

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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