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Alken Fund - Small Cap Europe-R

Ranked 21 out of 52 in - European Small & Medium Companies 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

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 in Belgium View performance globally

Performance

European Small & Medium Companies over : 31/08/2017 - 31/08/2018
  • Rank 21/52 Total Return
  • Rank 52/52 Standard Deviation
  • Rank 46/52 Max Drawdown
Fund Name Currency Loss
44 Quaero Capital Funds (Lux) - Argonaut E EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.5%

45 Entrepreneurs EUR

-7.0%

46 Alken Fund - Small Cap Europe-R EUR

-7.1%

47 Carmignac Pfl Euro-Entrepreneurs F EUR acc EUR

-7.9%

48 C+F Vega Equity Cap EUR

-7.9%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.8% 4.1%
2017 30.4% 10.4% 2.7% 10.9% 3.8%
2016 -2.2% -7.5% -9.1% 10.1% 5.8%
2015 30.8% 21.4% 4.3% -1.6% 5.0%
2014 9.5% 13.8% -0.6% -2.7% -0.5%
2013 46.2% 12.4% 4.3% 14.6% 8.9%
2012 32.1% 19.1% -8.8% 12.7% 7.8%
2011 -23.0% -1.9% 3.1% -24.2% 0.4%
2010 23.1% 6.1% -7.1% 6.9% 16.8%
2009 44.3% -5.2% 24.7% 21.4% 0.6%
2008 -40.2% -10.3% -5.7% -14.6% -17.2%
2007 -6.9% -11.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2018

Top 10 Holdings

Stock Size
Aroundtown SA ORD 7.64%
Wirecard AG ORD 7.14%
Banca IFIS SpA ORD 5.47%
1&1 Drillisch AG ORD 4.10%
Peugeot SA ORD 3.58%
Metro Bank PLC ORD 3.28%
Siemens Gamesa Renewable Energy SA ORD 3.07%
Atacadao SA CFD 3.01%
Sixt SE ORD 2.89%
ALD SA ORD 2.82%
31/03/2018

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 size139Mn
  • Base currencyEUR
  • ISIN LU0300834669

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 the currency and currencies indicated).