Alken Fund - European Opportunities Class EU1dRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -8.5 | 17.6 | 13.8 | 8.3 | 9.1 | |
+/-Cat | -16.3 | 3.7 | 25.6 | -2.2 | 4.4 | |
+/-B’mrk | -11.0 | 0.0 | 18.4 | -4.9 | 2.8 | |
Category: Europe Flex-Cap Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 23/04/2024 | EUR 156.68 | |
Day Change | 0.27% | |
Morningstar Category™ | Europe Flex-Cap Equity | |
ISIN | LU1164024165 | |
Fund Size (Mil) 23/04/2024 | EUR 367.71 | |
Share Class Size (Mil) 23/04/2024 | EUR 1.75 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 31/01/2024 | 1.35% |
Morningstar Research |
Analyst Report | 29/02/2024 Morningstar Manager Research, Morningstar, Inc |
Alken European Opportunities’ prospects rest more than ever on the investment acumen of its lead manager, Nicolas Walewski. But his increased workload and depleting research capabilities, after a wave of departures in the analyst ranks, are... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Alken Fund - European Opportunities Class EU1d |
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 net performance over the MSCI Europe Index (EUR). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Nicolas Walewski 03/01/2006 | ||
Marc Festa 01/01/2011 | ||
Inception Date 11/03/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
STOXX Europe 600 NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Alken Fund - European Opportunities Class EU1d | 31/07/2023 |
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Top 5 Holdings | Sector | % |
Carrefour | Consumer Defensive | 6.07 |
Vallourec SA | Basic Materials | 5.69 |
K+S AG | Basic Materials | 4.59 |
Elis SA | Industrials | 4.56 |
Energean PLC | Energy | 4.50 |
Increase Decrease New since last portfolio | ||
Alken Fund - European Opportunities Class EU1d |