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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.
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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

The Rating Approach

In the Sauren Fund Manager Rating, the focus is on the individual fund manager responsible. This unique person-related approach to rating makes possible a promising evaluation of the prospects for an investment fund. Promising fund managers are awarded up to three gold medals after a detailed qualitative analysis.

The Sauren fund manager rating puts the focus in analysis on the decisive factor for the success of a fund – the fund manager. Rather than looking at the fund’s quantitative performance figures, we focus on qualitative assessments of the fund manager’s personal capabilities. The person-related fund manager rating is the crucial factor distinguishing us from the numerous fund ratings on the market and is still unique in Europe.

Every year over 350 intensive interviews are held with responsible fund managers, and over the course of time this process has built up a wealth of detailed experience from over 6,000 meetings. Besides the personal impression the fund manager makes, numerous other aspects are considered, including particularly the plausibility of the investment philosophy, the consistency in implementing it, and the process of generating investment ideas. This takes the analysis well beyond the purely quantitative procedure. 

In addition to the initial qualitative analysis of a fund manager, equal importance is attached to follow-up discussions. This ongoing monitoring further deepens the understanding of the fund manager’s investment philosophy and way of thinking.

Of the numerous fund managers analysed, only the most promising are distinguished with the award of one, two or three gold medals. This emphasis the high standard of quality of the analysis and the character of the positive rating. Even one gold medal is a high rating.