Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Performa Fund - European Equities

Ranked 122 out of 1028 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.

Wilhelm Zehender

Objective

The objective of the fund is to achieve capital appreciation by investing predominantly in stocks of companies listed or located in the European countries. The fund may also hold bank deposits and invest in money market instruments.The fund is managed by several (at least two) asset managers following different investment strategies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Europe over : 31/07/2017 - 31/07/2018
  • Rank 122/1028 Total Return
  • Rank 807/1028 Standard Deviation
  • Rank 343/1028 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6% 1.3%
2017 20.4% 7.5% 3.9% 6.9% 1.0%
2016 0.7% -6.9% -7.1% 9.8% 6.0%
2015 5.5% 14.4% -1.7% -8.5% 2.5%
2014 7.7% 7.0% -0.4% -1.7% 2.7%
2013 27.5% 8.2% 2.6% 8.0% 6.4%
2012 23.2% 11.8% -6.2% 10.3% 6.6%
2011 -13.0% 0.9% 1.3% -21.0% 7.7%
2010 14.3% 3.0% -6.2% 7.5% 10.0%
2009 32.9% -5.2% 18.7% 17.0% 1.0%
2008 -39.0% -10.8% -8.5% -11.1% -15.9%
2007 2.6% 3.8% 9.6% -4.0% -6.1%
2006 19.1% 8.7% -6.6% 7.0% 9.6%
2005 28.3% 4.8% 5.3% 9.0% 6.7%
2004 5.5% 1.5% 1.9% -1.8% 3.9%
2003 10.6% -8.7% 11.1% 0.7% 8.3%
2002 -32.4% -0.2% -17.8% -17.5% -0.2%
2001 -22.6% -13.8% -1.3% -20.9% 14.9%
2000 1.1% 5.0% -2.6% 6.1% -6.8%
1999 47.9% 6.7% 8.9% -0.1% 27.4%
1998 20.5% 27.2% 1.3% -22.1% 19.9%
1997 43.3% 14.2% 13.7% 5.8% 4.4%
1996 27.3% 8.7% 4.7% 3.1% 8.5%
1995 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg

Fund Info

  • Launch date15/05/1990
  • Share Class size20Mn
  • Base currency
  • ISIN LU0012190491

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment0

Charges

  • Annual management1.30%

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