Sustainable Equity Fund
Sustainable Bond Fund
About Saturna Sustainable Funds
Launched in 2015, the Saturna Sustainable Funds seek to invest in issuers that demonstrate sustainable characteristics. Sustainable issuers are generally larger, more established, consistently profitable, and financially strong, with low risks in areas of the environment, social responsibility, and governance ("ESG").
The Funds seek issuers with:
- Sustainable profits
- Strong balance sheet
- Management strength
- High quality operations
- Risk consciousness
- Long-term focus
- Low debt
- Established businesses
Our team of investment analysts rank hundreds of companies for expected future market performance and multiple environmental (e.g., sustainability policies), social (e.g., workplace safety), and governance (e.g., board effectiveness) risk factors.
Saturna Sustainable Funds Literature
Saturna White Papers: Sustainability Series
Saturna White Papers: Practice Management
These reports should not be considered as providing investment advice or services, or any service offered by Saturna. Saturna may not have taken any steps to ensure that the securities referred to in these reports are suitable for any particular investor. Saturna will not treat recipients as its customers by virtue of their reading or receiving the reports.
Performance data quoted represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Standardized returns current to the most recent month-end can be obtained by visiting Month-end Performance.
The Saturna Sustainable Funds limit the securities they purchase to those consistent with sustainable principles. This limits opportunities and may affect performance.