Monthly-distributing funds
Funds with monthly distributions offer a solution for investors who want regular payouts from their investment. Our funds with monthly-distributing share classes invest broadly and globally across various asset classes and have different risk/return profiles.
:quality(80))
Information on methodology, scope of analysis, and ranking can be found under each award.
:quality(80))
Monthly Distributions
Many investors are looking for an investment vehicle that provides them with regular payouts. Funds with monthly-distributing share classes can help investors grow their wealth in the capital markets while receiving regular payments—whether those payments are intended for ongoing expenses, greater financial freedom, or personal projects. These share classes offer a simple way to access regular liquidity without having to actively manage sales yourself. Despite the monthly distributions, the invested capital remains broadly diversified.
:quality(80))
What Monthly-Distributing Funds Make Possible
- a regular and predictable source of income
- can help cover recurring expenses and create financial flexibility
- offer flexibility, as investors can freely dispose of their invested capital
How Monthly Distributions Work
Recurring Income
Funds with share classes that pay out monthly dividends can help investors grow their assets in the capital market while receiving regular payments.
Active Fund Management
The Sauren fund of funds are actively managed and invest in a wide range of target funds and asset classes, which are continuously monitored and adjusted in response to market changes.
Fluctuating Dividends
The amount of monthly distributions depends on the fund's performance and may vary. Depending on market conditions, distributions from the fund's assets are also possible.
A flexible and broadly diversified investment strategy
Sauren fund-of-funds are broadly diversified and globally spread, offering solutions ranging from conservative to growth-oriented risk/return profiles.
Lack of Compound Interest
Because of the monthly distributions, less capital remains invested. As a result, the compound interest effect is lower than with reinvesting share classes.
Funds of funds that pay out monthly
:quality(80))
:quality(80))
:quality(80))
A Comparison of Monthly-Distributing Funds.
How we decide who decides
Our strategy doesn't start with rankings or products. We personally evaluate fund managers, categorize their decisions, and translate this judgment into clear portfolio decisions.
- Personal conversations instead of mere tables
- Selection based on mindset, risk culture, and consistency
- Clear function of each selection in the portfolio
:quality(80))
We have received numerous awards
Information on methodology, scope of analysis, and ranking can be found under each award.
Frequently Asked Questions
Hier finden Sie Antworten auf häufig gestellte Fragen. Melden Sie sich jederzeit per E-Mail.
:quality(80))
:quality(80))
Reports on monthly-distributing fund of funds
:quality(80))
Monatlich ausschüttende Fonds - drei Strategien im Vergleich
:quality(80))
FONDS professionell | Sauren startet neue Anteilsklassen mit monatlicher Ausschüttung
:quality(80))
DAS INVESTMENT | Monatliches Einkommen: Sauren setzt auf neue Ausschüttungsstrategie
This is a marketing advertisement. Please read the prospectus and the key investor information document—which must be provided to every investor prior to purchase—before making a final investment decision. This information does not constitute an offer or a solicitation to purchase investment fund shares. Please refer to the current prospectus for information on opportunities and risks. The binding basis for purchasing a fund consists of the Key Investor Information Document, the currently valid prospectus containing the terms and conditions of the contract, the management regulations or investment terms, the most recently published and audited annual report, and the most recently published unaudited semi-annual report, all of which are available free of charge in German from Sauren Fonds-Service AG, P.O. Box 10 28 54, 50468 Cologne (see also www.sauren.de) and at the management company IPConcept (Luxembourg) S.A., société anonyme (see also www.ipconcept.com) or—for the Sauren Dynamic Absolute Return fund—at the asset management company HANSAINVEST (see also www.hansainvest.de). The management company may decide to revoke the arrangements it has made for the distribution of the funds in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU. Further information on investor rights is available in German on the website of the management company IPConcept (Luxembourg) S.A. (https://www.ipconcept.com/ipc/de/anlegerinformation.html) or—for the Sauren Dynamic Absolute Return fund—at the asset management company HANSAINVEST (https://www.hansainvest.de/de/unternehmen/compliance/compliance-details/zusammenfassung-der-anlegerrechte) is available for viewing. Tax treatment depends on the individual circumstances of each investor. In particular, recipients are advised to review the information—if necessary, with the assistance of an advisor—to determine its compatibility with their personal circumstances and to assess any legal, regulatory, tax, and other consequences. No assurance can be given that the investment objectives will be achieved. This promotional communication is intended exclusively for prospective investors in countries where the funds mentioned are authorized for public distribution.
Opportunities:
Participation in the appreciation of value across various asset classes
Attractive performance with a moderate risk-return profile
Added value compared to the market average due to successful fund manager selection
Active fund-of-funds management and ongoing monitoring of portfolio positions
Risks:
Risk of a decline in share value due to general market risks (e.g., price, currency, or liquidity risks)
Risks arising from the target funds selected for the fund of funds and the investment universe, including those arising from the equity, bond, currency, and derivatives markets, among others
Risk of increased price volatility of the fund shares due to the composition of the fund of funds or the possible use of derivatives
Specific Risks Associated with Absolute Return Strategies (e.g., from derivatives)
In general, every investment carries the risk of a loss of principal.
Risk that the investment objectives of the fund of funds or the underlying funds will not be achieved
More detailed information on the opportunities and risks can be found in the current prospectus. It also contains further information on the 0.3 FM, A, and H share classes.
For more information on investor rights, please see here.
This document is provided for informational purposes only and does not constitute an offer or a solicitation to purchase investment fund shares. Please refer to the current prospectus for information on opportunities and risks. The binding basis for the purchase of a fund consists of the key investor information document, the currently valid prospectus containing the terms and conditions or the management regulations or investment terms and conditions, the most recently published and audited annual report, and the most recently published unaudited semi-annual report, which are available free of charge in German from the distributor, Sauren Fonds-Service AG, P.O. Box 10 28 54, 50468 Cologne (see also http://www.sauren.de/) and at the management company IPConcept (Luxembourg) S.A., société anonyme (see also https://www.ipconcept.com/ipc/de/fondsueberblick.html) are available. The management company IPConcept (Luxembourg) S.A. may decide to revoke the arrangements it has made for the distribution of the funds in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU. Further information on investor rights is available in German on the management company’s website (https://www.ipconcept.com/ipc/de/anlegerinformation.html) is available for viewing. Tax treatment depends on the individual circumstances of each investor. In particular, recipients are advised to review the information—if necessary, with the assistance of an advisor—to determine its compatibility with their personal circumstances and to assess any legal, regulatory, tax, and other consequences. No assurance can be given that the investment objectives will be achieved. This promotional communication is intended exclusively for prospective investors in countries where the funds mentioned are authorized for public distribution. Source: Sauren Fonds-Research AG.