Alken Fund - Absolute Return Europe Class GB1Register to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -8.4 | 10.2 | 9.1 | 4.1 | 4.6 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Long/Short Equity - Other | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 12/07/2024 | GBP 147.71 | |
Day Change | 0.14% | |
Morningstar Category™ | Long/Short Equity - Other | |
IA (formerly IMA) Sector | - | |
ISIN | LU0832413578 | |
Fund Size (Mil) 12/07/2024 | EUR 80.19 | |
Share Class Size (Mil) 12/07/2024 | GBP 1.10 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 31/01/2024 | 1.46% |
Investment Objective: Alken Fund - Absolute Return Europe Class GB1 |
Provide capital growth and aim for a positive absolute return over long term period through long and short market exposure in the European markets primarily in equities or related derivative contracts. The Sub-Fund aims to typically deliver absolute (more than zero) returns in each year, although an absolute return performance is not guaranteed and over the short-term it may experience periods of negative return and consequently the Sub-Fund may not achieve this objective. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Nicolas Walewski 28/01/2011 | ||
Marc Festa 28/01/2011 | ||
Inception Date 28/06/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Hurdle 5% | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Alken Fund - Absolute Return Europe Class GB1 | 31/07/2023 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.40 |
![]() | ![]() | 4.31 |
![]() | ![]() | 3.95 |
![]() | ![]() | 3.65 |
![]() | ![]() | 3.60 |
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Alken Fund - Absolute Return Europe Class GB1 |