Saturna Capital's Chief Investment Officer and Portfolio Manager, Scott Klimo CFA®, speaks with Paul Ellis on The Sustainable Finance Podcast about long-term portfolio strategy risks and opportunities while addressing Sustainable Development Goal (SDG) 13: Climate Action by 2030.
This podcast was prepared by Paul Ellis Consulting and was published via BrightTALK on June 19, 2018.
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As of June 30, 2018, Vestas Wind Systems comprised 1.00% and Siemens ADR comprised 1.18% of the Saturna Sustainable Equity Fund's portfolio. The Saturna Sustainable Bond Fund did not hold either security.
The Saturna Sustainable Funds limit the securities they purchase to those consistent with sustainable principles. This limits opportunities and may affect performance.
Investing involves risk, including possible loss of principal. Generally, an investment that offers a higher potential return will have a higher risk of loss. Stock prices fluctuate, sometimes quickly and significantly, for a broad range of reasons that may affect individual companies, industries, or sectors. When interest rates rise, bond prices fall. When interest rates fall, bond prices go up. A bond fund’s price will typically follow the same pattern. Investments in high-yield securities can be speculative in nature. High-yield bonds may have low or no ratings, and may be considered “junk bonds.” Investing in foreign securities involves risks not typically associated directly with investing in US securities. These risks include currency and market fluctuations, and political or social instability. The risks of foreign investing are generally magnified in the smaller and more volatile securities markets of the developing world.