Please select your Investor Profile

Information for private investors



The content and information on the following website are aimed at private investors in countries in which the respective fund is authorised for distribution.

The respective funds may not be offered for sale within the USA or to U.S. citizens or to U.S. persons domiciled in the USA, nor be sold to the aforementioned. The following published documents and their content may not be distributed in the USA or in other countries in which the respective fund is not authorised for distribution. Please refer to the respective sales prospectuses of the particular investment funds for further details of relevant limitations.

Where the following website and its contents are offered in English, the purpose is merely to provide non-binding translations for information.

I have read, understood and acknowledged the limitations on distribution, the legal information including the terms and conditions of use as well as the data protection notices.
I agree

Information for professional investors



Please note that the translation of the German website into English is exclusively for investors in Germany.
The following website and its English contents are offered to provide a non-binding translation for information purposes.



The following website and its content are intended for our professional investors, such as banks, financial service providers and brokers in accordance with § 34 f of the German Trade, Commerce and Industry Regulation Act (Gewerbeordnung, GewO). They are also aimed at professional investors pursuant to the statutory requirements of the Markets in Financial Instruments Directive (MiFID). Accordingly, professional investors are investors of whom it can be assumed that they have the necessary experience, knowledge and expertise for making investment decisions and adequate assessments of the associated risks. In particular, this includes asset managers, sales partners and financial intermediaries.

The information that has been placed on the following website does not in principle take account of statutory requirements for the presentation of information for private investors and is therefore not suitable or intended for private investors. The following content is consequently intended for professional investors and should not in principle be made accessible to private investors. In particular, this applies to diagrams, texts, videos and other depictions on the website.

The following applies for PDF documents:

There are two groups of PDF documents on the following website. Unless expressly indicated, access to all uploaded PDF documents can be granted to private customers in the course of distribution. If PDF documents are not suited to being passed on to private customers, this should be indicated accordingly on the document, for example, with a text containing the following content: “This document is intended for professional investors only and should not be made accessible to private investors”.

The respective funds may not be offered for sale within the USA or to U.S. citizens or to U.S. persons domiciled in the USA, nor be sold to the aforementioned. The following published documents and their content may not be distributed in the USA or in other countries in which the respective fund is not authorised for distribution. Please refer to the respective sales prospectuses of the particular investment funds for further details of relevant limitations.

Where the following website and its contents are offered in English, the purpose is merely to provide non-binding translations for information.

I have read, understood and acknowledged the limitations on distribution, the legal information including the terms and conditions of use as well as the data protection notices.
I agree

Research Team

The Sauren Research & Portfolio Management Team is made up of four people who have worked together in the company since 2000. Years of working together has made procedures extremely efficient, and the years of experience the team members boast provide a foundation for solidly-based analyses and discussions in evaluating fund managers

"We do not invest in funds - we invest in fund managers"

Quantitative fund comparisons and rankings say a lot about past performance, but very little about the future. This is why Sauren’s analysts take different approaches in picking funds and analyse the decisive factor for future success: the fund manager and their personal skills.

A qualitative rating is only as good as the competence and work of those evaluating fund managers’ skills. Years of experience with investment are essential for the individuals concerned, as this is the only way to bring the necessary expertise and depth to the interviews. The four-strong expert team is more than qualified in this regard. The analysts also have the knowledge derived from over 6,000 personal meetings with promising fund managers. The Sauren research team have been working together for over 14 years in the same functions. This continuity has meant that the same people can attend follow-up meetings, so that changes can be reliably monitored. This practised routine also makes procedures extremely efficient and is the foundation for solidly-based discussions on evaluating fund managers.

Sauren Fund Manager Rating

The four-strong expert team is assisted by three more analysts in shortlisting and detailed work. This means the Sauren research team comprises seven investment experts with years of experience.