Alken Fund - Alken Sustainable Europe SGB1Register to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -2.2 | 14.5 | 12.0 | 13.4 | -0.6 | |
+/-Cat | -11.6 | -0.9 | 20.7 | -0.2 | -3.5 | |
+/-B’mrk | -10.1 | -2.7 | 19.4 | -1.6 | -3.9 | |
Category: Europe ex-UK Equity | ||||||
Category Benchmark: Morningstar DM Eur xUK TME ... |
Key Stats | ||
NAV 27/03/2024 | GBP 144.47 | |
Day Change | -0.02% | |
Morningstar Category™ | Europe ex-UK Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1696658696 | |
Fund Size (Mil) 27/03/2024 | EUR 45.05 | |
Share Class Size (Mil) 27/03/2024 | GBP 12.09 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 31/01/2024 | 1.14% |
Investment Objective: Alken Fund - Alken Sustainable Europe SGB1 |
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 ex UK Net Return EUR Index. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Nicolas Walewski 31/10/2017 | ||
Marc Festa 31/10/2017 | ||
Inception Date 31/10/2017 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe Ex UK NR EUR | Morningstar DM Eur xUK TME NR EUR |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Alken Fund - Alken Sustainable Europe SGB1 | - |
|
|
Top 5 Holdings | Sector | % |
No Data Available | ||
Increase Decrease New since last portfolio | ||
Alken Fund - Alken Sustainable Europe SGB1 |