Last updated: 12:16 / Monday, 18 January 2021
Access to Alken´s UCITS funds

Alken Expands LatAm Presence Through Deal with AIS Financial Group

Image
  • The Alken Fund and Swiss AIS Financial Group, have announced the signing of a Strategic Agreement with the aim to expand the penetration of Alken funds in Latinoamerica
  • The deal will allow AIS Financial Group investor base to access a couple of Alken´s UCITS funds
  • Alken European Opportunities and Alken Income Opportunities are two of the UCITS funds offered

The Alken Fund, managed by Alken AM, through its Luxembourg Manco, AFFM S.A. and Swiss AIS Financial Group, have announced the signing of a Strategic Agreement to benefit from AIS market presence in Latin America with the aim to expand the penetration of Alken funds in such region.

The deal will allow AIS Financial Group investor base to access a couple of Alken´s UCITS funds, including the Alken European Opportunities, managed by Nicolas Walewski and co-managed by Marc Festa, and the Alken Income Opportunities, managed by Antony Vallée and Robin Dunmall. 

The Alken European Opportunities has a solid long track record in European Opportunities with a fundamental / bottom-up unconstrained, concentrated, low rotation approach.  The Alken Income Opportunities invests in global corporate bonds, with a bottom-up approach including low-delta convertibles, straight bonds, hybrids, and any debt instrument issued by quoted companies. With a flexible breakdown High-Yield / Investment Grade, the fund aims to generate at least a 6% yield per annum.

 AIS is an independent, client service oriented investment boutique, that provides advice on investment solutions with a special focus on structured products and funds. With this deal, AIS further strengthens its brand and reputation, enlarging its product and service offering.

 All entities are enthusiastic for the opportunities this deal will entail, and look forward to a successful partnership.

 

menu