Alken Fund - European Opportunities Class RRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -8.9 | 17.1 | 13.3 | 7.7 | 2.8 | |
+/-Cat | -16.8 | 3.2 | 25.0 | -2.8 | -0.9 | |
+/-B’mrk | -11.5 | -0.6 | 17.8 | -5.4 | -4.6 | |
Category: Europe Flex-Cap Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 11/10/2024 | EUR 334.23 | |
Day Change | 0.05% | |
Morningstar Category™ | Europe Flex-Cap Equity | |
ISIN | LU0235308482 | |
Fund Size (Mil) 10/10/2024 | EUR 328.19 | |
Share Class Size (Mil) 10/10/2024 | EUR 116.43 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 31/01/2024 | 1.30% |
Morningstar Research |
Analyst Report | 31/08/2024 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 R |
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 |
MSCI Europe NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Alken Fund - European Opportunities Class R | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Vallourec SA | Basic Materials | 6.86 |
Ryanair Holdings PLC | Industrials | 5.79 |
Zegona Communications PLC | Communication Services | 5.77 |
Rheinmetall AG | Industrials | 4.72 |
Energean PLC | Energy | 4.46 |
Increase Decrease New since last portfolio | ||
Alken Fund - European Opportunities Class R |