Alken Small Cap Europe R Cap EUR

The objective of the portfolio is 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 focusing albeit not exclusively on small caps being companies with a capitalisation of less than EUR 3 billion, and mid -caps being companies with a market capitalisation of around more than EUR 3 billion but less than EUR 10 billion. This Share class is a relative return fund implying a medium tolerance to risk, with the objective to realise a relative net performance over the MSCI Europe Small Cap Index (EUR). The Share class will invest at least 75% of its net assets in equities and equity related securities issued by companies that are headquartered in Europe, or conduct the preponderant part of their activity in Europe and which are small and mid -caps as defined above. At least 90% of its net assets (excluding cash, derivatives or any such non-applicable instruments) will promote E/S characteristics according to the investment process and to the ESG policy of the Investment Manager Alken Asset Management Ltd. The Sub-Fund's investment process is supported by a proprietary investment model which combines financial and non-financial analysis. Covering the four key ESG themes: environment, social, governance and human rights, the responsible investing approach is based on global criteria with quantitative and qualitative rating, recommendations and ranking of the companies, irrespective of their sectors, capitalizations, or financial ratings. The responsible investing approach assessment is based both on the asset manager's proprietary ESG analysis and on information gathered from external ESG providers. The portfolio will contain a limited selection of securities considered as offering the greatest potential. Selection will comprise a mixture of growth and value stoc

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No