Alken Fund - Small Cap Europe Class R

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Growth Of 1000 (GBP) 30/09/2021
Fund:  Alken Fund - Small Cap Europe Class R
Category:  Europe Small-Cap Equity
Category Index:  MSCI Europe Small Cap NR EUR
Growth of 1,000 GBP
Annual Returns (GBP)30/09/2021
 201420152016201720182019202030/09
Price Return2.1424.2613.3335.62-20.154.95-2.7620.58
+/- Category4.134.26-4.068.30-2.24-15.22-22.244.51
+/- Category Index2.836.94-3.4811.83-5.23-19.13-13.246.92
% Rank in Category181763967989720
Trailing Returns (GBP)14/10/2021
   Total Returns   +/- Category   +/- Category Index
1 Day1.03   0.16-0.05
1 Week1.72   -0.40-0.50
1 Month3.54   7.305.87
3 Months6.02   3.934.33
6 Months7.53   0.753.13
YTD20.83   4.256.62
1 Year36.30   5.448.25
3 Years Annualised3.44   -11.34-9.49
5 Years Annualised6.17   -6.23-4.14
10 Years Annualised12.80   -0.79-0.80
 
Quarterly Returns (GBP)30/09/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20217.497.864.00-
2020-31.2610.5110.5615.79
20190.3510.34-2.01-3.27
2018-6.914.960.40-18.60
201710.585.3911.344.53
2016-0.53-4.7514.634.35
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1730 Sep 1830 Sep 1930 Sep 2030 Sep 21
35.382.53-11.68-18.7639.62
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)