Invest Sustainably, Globally

Income Fund

Saturna Sustainable Equity Fund

Ticker: SEEFX

Est. 2015

Seeks capital appreciation by investing equities of issuers located throughout the world that we believe demonstrate sustainable characteristics.

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Growth Fund

Saturna Sustainable Bond Fund

Ticker: SEBFX

Est. 2015

Seeks current income and capital preservation by investing bonds of issuers located throughout the world that we believe demonstrate sustainable characteristics.

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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.

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Adviser Sustainability Workbook

For financial advisers: a practical guide for integrating a client’s interest in values-based and sustainable investing within the parameters of standard financial planning. Structured to initiate a discussion with clients about their values, the Sustainability Workbook comprises three workbook exercises and a reference guide to help you gauge client interest in and promote adoption of sustainable investing strategies.

 
 
 
 
 

2019 Impact Report

Over the past few years, ESG investment strategies have proliferated. Many asset managers have entered the market or switched previously non-sustainable funds to a sustainable focus. As sustainability and ESG integration grows in the mainstream investment world, so does the importance of credibility and communicating a quality impact analysis.

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Quarterly Commentary

Stay informed with the latest insights from our portfolio managers and analysts.

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White Papers

Take a deeper dive into topics such as green bonds, stranded assets, and integrated ESG strategies or discover our unique practice management ideas.

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The Saturna Sustainable Funds limit the securities they purchase to those consistent with sustainable principles. This limits opportunities and may affect performance.

Mt. Shuksan with stylized trees in the foreground