Invest Sustainably, Globally

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.

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.
About Saturna Sustainable Funds
The Saturna Sustainable Funds seek to invest in sustainable and responsible issuers. The Funds’ adviser, Saturna Capital, believes that companies proactively managing business risks relating to environmental, social, and governance (ESG) issues make better contributions to the global economy and are more resilient. By using a combination of negative and positive screening, along with financial analysis and an emphasis on low debt, the Funds seek issuers who outperform their peers on a variety of ESG factors.
At Saturna Capital, we view the consideration of ESG factors as essential to identifying opportunities and forming portfolios of high-quality companies better positioned to reduce risk. We believe that a thorough review of how a company addresses ESG issues provides an important indication of how that company will perform over time.
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.
Download a PDF:
2022 Impact Report
Saturna's portfolio managers are thoughtful about how we construct our portfolios and how we incorporate the United Nation's Sustainable Development Goals. Through our analysis of SDG reporting, a clear picture emerged of which goals are popular, which are more difficult, and which tend to be unsupported.
Download a PDF:
Quarterly Commentary
Stay informed with the latest insights from our portfolio managers and analysts.
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.
Scroll right to see more » »
Morningstar Ratings™ as of September 30, 2022A | Overall | 1 Year | 3 Year | 5 Year | Sustainability RatingB |
Sustainable Equity Fund (SEEFX) | ★ ★ ★ ★ | n/a | ★ ★ ★ | ★ ★ ★ ★ |
Percent Rank in Category: 4 |
% Rank in World Large Stock Category | n/a | 86 | 73 | 26 | |
Number of Funds in Category | 304 | 345 | 304 | 271 | |
Sustainable Bond Fund (SEBFX) | ★ ★ ★ ★ | n/a | ★ ★ ★ ★ | ★ ★ ★ ★ |
Percent Rank in Category: 16 |
% Rank in World Bond Category | n/a | 14 | 9 | 16 | |
Number of Funds in Category | 190 | 203 | 190 | 171 |
Scroll right to see more » »
The Saturna Sustainable Funds limit the securities they purchase to those consistent with sustainable principles. This limits opportunities and may affect performance.