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Information for Investors/clients



The content and information on the following website are aimed at Investors/clients 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 Distribution partners



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



This information is intended for distribution partners only and may not be disclosed to retail investors, potential retail Investors and professional clients.

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 investors and is therefore not suitable or intended for investors. The following content is consequently intended for distribution partners only and may not be disclosed to retail investors, potential retail Investors and professional clients. 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 investors in the course of distribution. If PDF documents are not suited to being passed on to retail Investors or professional clients, this should be indicated accordingly on the document, for example, with a text containing the following content: “This document is intended for distribution partners only and may not be disclosed to retail investors, potential retail Investors and professional clients."

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.