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Sauren Global Balanced A

Ranked 42 out of 1097 in - Balanced EUR over 12 months
All calculations are in USD unless stated

Managed by

Eckhard Sauren

Eckhard Sauren founded Sauren Finanzdiensleistungen, an independent financial consultant, as a 20 year-old in October 1991. He went on to set up Sauren Fonds-Service AG in December 2000 and Sauren Fonds-Research AG in April 2001. Sauren states that ‘we don’t invest in funds, we invest in fund managers’ and applies this approach to an array of fund of funds. These include the Sauren Global Growth and Global Growth Plus funds, for which he invests in a selection of the most promising fund managers for a region, and the Sauren Global Opportunities fund which looks for talented managers in inefficient markets. Born in Aachen, Germany, in September 1971, Sauren is a keen follower of football and horse racing.

Objective

The fund invests primarily in other funds, to achieve a fair value as an investment objective, according to a balanced investment in the global equities and bond markets. The umbrella fund will invest its assets primarily in investment funds, which focus on equities, equities and bonds (mixed funds), bonds or convertible bonds. In addition to the target fund, the umbrella fund can also invest in other assets.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Balanced EUR over : 31/03/2017 - 31/03/2018
  • Rank 42/1097 Total Return
  • Rank 687/1097 Standard Deviation
  • Rank 97/1097 Max Drawdown
Fund Name Currency Loss
95 Front Maltillinen A4 USD

-2.9%

95 BL Global 50 B Cap USD

-2.9%

97 R-VIP 35 I T USD

-2.9%

97 Eurizon Flessibile Azionario Marzo 2024 A USD

-2.9%

97 Sauren Global Balanced A USD

-2.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.6%
2017 22.0% 4.1% 8.7% 4.7% 3.0%
2016 -6.6% 0.6% -4.2% 3.4% -6.2%
2015 -4.0% -5.6% 4.5% -2.9% 0.2%
2014 -8.4% 1.6% 0.5% -7.0% -3.5%
2013 11.8% 1.2% -0.5% 6.9% 3.9%
2012 9.2% 7.5% -6.9% 5.0% 3.9%
2011 -8.0% 5.3% 0.8% -11.4% -2.2%
2010 4.5% -1.9% -8.7% 13.0% 3.4%
2009 25.0% -6.0% 16.5% 13.6% 0.5%
2008 -27.6% 1.4% -2.1% -15.2% -14.0%
2007 17.2% 4.0% 5.2% 5.5% 1.6%
2006 19.6% 7.0% 1.7% 1.7% 8.2%
2005 1.5% -1.0% -3.2% 5.3% 0.6%
2004 14.9% 1.4% -1.4% 1.1% 13.7%
2003 38.6% 0.4% 15.6% 6.6% 12.0%
2002 3.2% -0.4% 4.2% -8.1% 8.2%
2001 -12.0% -10.2% -4.1% -5.9% 8.5%
2000 -1.8% 15.2% -5.7% -7.4% -2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg

Fund Info

  • Launch date31/12/1999
  • Share Class size340Mn
  • Base currencyEUR
  • ISIN LU0106280836

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment50

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).