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Alken Fund - European Opportunities - R

Ranked 41 out of 410 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Nicolas Walewski

Nicolas Walewski was born in 1965 in Neuilly-sur-Seine, France. He attended Ecole Polytechnique, Paris and Ecole National De La Statistique Et De L’Administration Economique where he gained a Masters in Engineering. He joined Credit Lyonnais in 1993, and was a currency options portfolio manager. He moved to Frankfurt and became an index options portfolio manager and a buy-side analyst specialising in media and information and was responsible for the European equity portfolios. In 1998, he joined Banque Syz and became fund manager of the Oyster European Opportunities fund. He founded Alken Asset Management in 2006 and manages the Alken European Opportunities fund. Nicolas lists tennis, music and walking among his interests outside of fund management.


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 performance over the STOXX 600 EUR (Return) Index.

Showing fund performance in Luxembourg View performance globally


Europe over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4% 2.0% 3.9%
2017 26.0% 9.8% 3.1% 9.2% 1.9%
2016 -3.8% -10.2% -11.2% 12.2% 7.6%
2015 4.1% 11.9% -2.3% -7.4% 2.8%
2014 10.2% 7.9% 0.9% -1.4% 2.7%
2013 33.7% 10.3% 4.8% 7.8% 7.2%
2012 27.8% 16.6% -7.6% 12.8% 5.2%
2011 -11.9% 1.1% 2.6% -23.4% 10.9%
2010 17.3% 5.3% -3.3% 6.6% 8.1%
2009 41.2% -4.9% 22.7% 21.3% -0.2%
2008 -47.6% -12.9% -9.5% -16.2% -20.7%
2007 10.7% 9.4% 10.4% -1.7% -6.9%
2006 -4.8% 4.6% 9.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Wirecard AG ORD 10.40%
Peugeot SA ORD 9.77%
Renault SA ORD 7.42%
Valeo SA ORD 7.29%
Aroundtown SA ORD 4.52%
Glencore PLC ORD 4.00%
Eiffage SA ORD 3.77%
Siemens Gamesa Renewable Energy SA ORD 3.39%
Alstom SA ORD 2.76%
Elis SA ORD 2.58%

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date03/01/2006
  • Share Class size1,144Mn
  • Base currencyEUR
  • ISIN LU0235308482

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0


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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).