Saturna Sustainable Funds | About | Value-oriented, ESG stock and bond mutual 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.

Read more about our investment process...


Saturna Sustainable Funds Literature

Corporate Social Responsibility Report 2016

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.

Saturna White Papers: Sustainability Series

  • 2019 Impact Report

    Saturna is committed to quality impact analysis, using a quantitative scoring model for each holding as well as a holistic analysis of corporate strategy, impact, and risk. Additionally, we recognize the adoption and implementation of the United Nations’ 17 Sustainable Development Goals (SDGs) can act as a compass for investors. The framework of the SDGs adds depth and sophistication when looking at both risk and impact as an investor.

  • Client Segmentation: Re-engage Clients Through Sustainable Investing

    Client segmentation offers a practical approach to assessing the client-adviser relationship among a variety of client profile metrics. The objective of this white paper is to familiarize advisers with new segments of investors based upon their awareness of sustainable, responsible, and impact investing, and to provide guidance on how an adviser should position themselves to have a conversation with their clients about these topics.

  • Saturna Sustainable Funds Impact Report 2018

    With our inaugural Impact Report we celebrate the milestone of the Funds reaching three years of operation and highlight some key statistics about the impact we’re making as we vote with our dollars.

  • Stranded Assets

    At one point or another, we have all heard the saying "out with old, in with the new." We do not need to look too far in this modern technological age to find cogent examples of a new industry or firm establishing market leadership, typically at the expense of an industry or firm that is not able to keep pace with the times. Investments in industries and firms unable to keep pace become "stranded assets."

  • ESG Tilts

    Active managers of fixed-income portfolios who seek to reduce risk exposure and achieve favorable positioning with regard to an industry, company, or particular issue may want to increase their consideration of environment, social responsibility, and governance (ESG) factors. We like to call this type of integrated finance "ESG Tilts".

  • Sustainable Investing: What You Need To Know

    As consumer awareness of sustainable investments grows, the term has been applied in all manner of product positioning. But what does it mean when an investment product adopts the sustainability label? When investors ask, "What is sustainable investing?" they often find that no clear or concrete definition exists.

  • On The Same Side, Not The Same Page

    Fixed income and equity investors might share the same side of a company's balance sheet, but they are not always on the same page when defending their interests. What's considered good for equity shareholders isn't necessarily favorable for creditors of the same enterprise. The recent surge in shareholder activism highlights where bondholder and shareholder interests may be diverging.


Saturna White Papers: Practice Management

  • The Portfolio Smile (Adviser): Portfolio Sustainability and a New Approach to Client Conversations

    American consumers have never been more informed about their choices and how to incorporate their personal values into their buying decisions. Although these behaviors have lagged somewhat in the wealth management and investment arenas, we increasingly find that clients wish to apply the same expectations of “personal expression” in their financial portfolios.

  • Adding Sustainability: Having The Conversation

    Helping clients initiate a conversation about their values presents an opportunity to establish relationships that may form greater client loyalty and higher client satisfaction. Differentiating your practice by allowing the space to incorporate clients' values can create a competitive advantage and encourage client loyalty.

  • The Sustainability Smile

    In the context of investing, the term 'sustainability' lacks sharply defined boundaries. This broad label tends to create more confusion than clarity. The Sustainability Smile is a visual tool that can help simplify and guide your conversations with current and prospective sustainability-minded clients by breaking down sustainable investing into digestible categories.

Corporate Social Responsibility Report 2018

At Saturna Capital, ESG data helps guide our investment decisions and we believe that a deep and thorough review of how a company addresses environmental, social, and governance issues is a powerful indicator of how that company will perform over time. For this update, we thought we would showcase how we practice ESG at home.

Corporate Social Responsibility Report 2016

For more than 25 years, Saturna has consistently sought to go above and beyond the highest standards for ethics and transparency – our deep commitment to putting shareowners' interests ahead of our own insists upon it. We are pleased to share the habits and culture of sustainability we cultivate in our workplace and community.


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.