Sauren Responsible Balanced
For investors who want to combine a balanced portfolio with sustainability.
This is marketing information. Please read the prospectus and the key investor information document—which must be provided to every investor before purchase—before making a final investment decision.
Sustainable fund of funds that select funds based on environmental and social criteria.
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Responsible investing is an integral part of the investment strategy and is factored into investment decisions. In this way, investing is linked to social responsibility.
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When selecting target fund managers, consideration is given to the extent to which criteria such as environmental protection, social standards, and corporate governance principles are incorporated into their investment decisions.
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Depending on your investment profile, there are responsible funds with different investment strategies available. This means there is a suitable solution for every risk tolerance, from defensive to growth-oriented.
This allows us to categorize our funds of funds based on investor profile, risk tolerance, and investment horizon.
For investors who want to combine a balanced portfolio with sustainability.
Concentrated umbrella fund with selected first-class fund managers.
For risk-averse investors who want to invest in sustainable investments.
Whether you're a distribution partner or an investor, we'll answer your questions about our approach, our funds, and their classification, and show you how we make decisions.
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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.