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Alken Fund - Small Cap Europe-R

Ranked 1 out of 49 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 : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.4% 2.7% 10.9%
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

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

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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).