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Sauren Global Defensiv A

Ranked 21 out of 100 in - Absolute Return 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 umbrella fund will invest its assets mainly in investment funds ("target funds") with a focus on shares, stocks and bonds (mixed funds), bonds or convertibles. Target funds with a more defensive orientation are preferred. In order to achieve a higher increase in value, the umbrella fund can also invest in target funds with a focus on equities or equities and bonds (mixed funds). The umbrella fund will also invest in target funds with equity and / or bond investment funds which pursue the objective of a positive value development while maintaining capital (eg funds managed according to the "absolute return" concept).

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

Performance

Absolute Return EUR over : 31/03/2017 - 31/03/2018
  • Rank 21/100 Total Return
  • Rank 33/100 Standard Deviation
  • Rank 7/100 Max Drawdown
Fund Name Currency Return
19 ETHNA-Dynamisch T USD

17.8%

20 Amundi Fds Global Perspectives - AE (C) USD

17.4%

21 SG Patrimoine (C) USD

17.3%

21 Sauren Global Defensiv A USD

17.3%

23 Amundi Patrimoine (C) USD

17.3%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.1%
2017 16.5% 2.3% 7.5% 4.1% 1.7%
2016 -5.9% 3.0% -3.2% 2.0% -7.5%
2015 -7.2% -8.6% 4.1% -0.3% -2.1%
2014 -10.7% 1.4% -0.3% -7.7% -4.2%
2013 7.3% -0.9% -0.1% 5.2% 3.0%
2012 7.2% 5.7% -5.4% 3.6% 3.6%
2011 -5.6% 5.7% 1.2% -9.4% -2.7%
2010 -2.2% -3.9% -9.2% 11.9% 0.2%
2009 12.8% -3.8% 9.8% 7.8% -1.0%
2008 -9.0% 8.6% -0.1% -11.7% -5.0%
2007 16.2% 3.4% 2.9% 5.6% 3.5%
2006 16.2% 4.2% 5.0% 0.5% 5.7%
2005 -8.0% -2.8% -5.4% 1.2% -1.2%
2004 11.7% -0.9% -0.8% 2.5% 10.8%
2003 9.2% 3.1% 9.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg

Fund Info

  • Launch date27/02/2003
  • Share Class size788Mn
  • Base currencyEUR
  • ISIN LU0163675910

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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