Amana Funds White Papers

  • Evaluating Islamic Standards: Islamic Investing and its Evolution from Niche to Mainstream
    From the Yardarm, Amana Mutual Funds Trust - April 2019

    While the Quran encourages trade and investment – and provides guidance for how Muslims should approach these activities – formalized financial processes did not begin to develop until the mid-20th Century. In this piece, we discuss the evolution of Islamic screening and step through various methodologies present in the market.

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  • Can Revenue Bonds Be Halal?
    Amana Mutual Funds Trust, White Papers - December 2017

    In this white paper we explore several "CORE" criteria for an investment certificate to be considered halal.

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  • Dancing With Correlation
    Amana Mutual Funds Trust, White Papers - March 2017

    We explore the correlation between Islamic investment certificates, including sukuk, and other investment asset classes as a means of better understanding the risk and return characteristics of this unique and distinct asset class.

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  • What Makes Sukuk Halal?
    Amana Mutual Funds Trust, White Papers - February 2017

    We explain what differentiates Islamic investment certificates, often called sukuk, from conventional bonds, and identifies the distinctive features that form the core of what makes sukuk Islamic-compliant, or halal.

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  • Amana Participation Fund Introduction
    Amana Mutual Funds Trust, White Papers - September 2016

    Building upon our history of halal investing expertise, the Amana Participation Fundis designed to help clients meet their long-term financial needs through an investment objective of capital preservation emphasizing current income consistent with Islamic principles.

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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.