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Alken Fund - European Opportunities - R

Ranked 738 out of 998 in - Europe over 12 months
All calculations are in EUR

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

The 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. The Sub-Fund will invest at least 75% of its net assets in equities and related securities issued by companies that are headquartered in Europe, or conduct the preponderant part of their activity there.

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

Performance

Europe over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 11.9% -2.3%
2014 10.2% 7.9% 0.9% -1.4% 2.7%
2013 33.7% 10.3% 4.8% 7.8% 7.2%
2012 27.8% 16.6% -7.6% 12.8% 5.2%
2011 -11.9% 1.1% 2.6% -23.4% 10.9%
2010 17.3% 5.3% -3.3% 6.6% 8.1%
2009 41.2% -4.9% 22.7% 21.3% -0.2%
2008 -47.6% -12.9% -9.5% -16.2% -20.7%
2007 10.7% 9.4% 10.4% -1.7% -6.9%
2006 -4.8% 4.6% 9.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2013

Top 10 Holdings

Stock Size
Western Digital Corp ORD 8.75
Seagate Technology PLC ORD 7.68
Wirecard AG ORD 4.94
Wolseley PLC ORD 4.25
Grifols SA ORD 4.17
Valeo SA ORD 4.05
Amadeus IT Holding SA ORD 3.98
Iliad SA ORD 3.89
Continental AG ORD 3.56
Software AG ORD 3.24
31/03/2013

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Luxembourg
  6. Netherlands
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date03/01/2006
  • Share Class size3,492Mn
  • Base currencyEUR
  • ISIN LU0235308482

Purchase Info

  • Min. initial investment0
  • Min. 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).