Alken Fund - European Opportunities Class HRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -8.4 | 17.7 | 13.9 | 8.4 | 0.4 | |
+/-Cat | -16.2 | 3.8 | 25.7 | -2.1 | -1.0 | |
+/-B’mrk | -10.9 | 0.1 | 18.5 | -4.8 | -2.0 | |
Category: Europe Flex-Cap Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 27/03/2024 | EUR 388.53 | |
Day Change | 0.05% | |
Morningstar Category™ | Europe Flex-Cap Equity | |
ISIN | LU0235308136 | |
Fund Size (Mil) 27/03/2024 | EUR 376.12 | |
Share Class Size (Mil) 27/03/2024 | EUR 4.08 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 31/01/2024 | 1.26% |
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 H |
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 03/01/2006 |
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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 H | 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 H |