Alken Fund - European Opportunities Class ARegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -9.7 | 16.2 | 12.4 | 7.0 | 3.2 |
![]() | +/-Cat | -17.5 | 2.3 | 24.2 | -3.5 | -0.5 |
![]() | +/-B’mrk | -12.2 | -1.4 | 16.9 | -6.2 | -3.7 |
Category: Europe Flex-Cap Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 25/07/2024 | EUR 276.13 | |
Day Change | -0.69% | |
Morningstar Category™ | Europe Flex-Cap Equity | |
ISIN | LU0524465977 | |
Fund Size (Mil) 25/07/2024 | EUR 359.31 | |
Share Class Size (Mil) 25/07/2024 | EUR 22.66 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 31/01/2024 | 2.59% |
Morningstar Research |
Analyst Report | 31/05/2024 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 A |
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 13/09/2010 |
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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 A | 31/12/2023 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.00 |
![]() | ![]() | 5.58 |
![]() | ![]() | 5.35 |
![]() | ![]() | 5.31 |
![]() | ![]() | 4.58 |
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Alken Fund - European Opportunities Class A |