Saturna Funds offer conservative, values-minded investors carefully researched, risk-aware portfolios with sustainability integrated into the investment process. The portfolios emphasize high-quality companies with strong balance sheets, low debt, and resilient business models—seeking to reduce downside risk while compounding returns over time.
The Funds follow a values-aligned approach, integrating sustainability into the investment process and avoiding traditional “sin” stocks such as alcohol, tobacco, gambling, and weapons. This framework may make them particularly appealing for investors looking to align their portfolios with their personal faith and broader principles, without compromising on investment rigor.
Saturna International Fund
Est. 1995
Seeks long-term capital growth through a diversified portfolio of primarily large-cap companies across developed international markets.
Saturna Growth Fund
Est. 1987
Seeks capital growth through investment in common stocks of US companies.
Saturna Core Fund
Est. 2007
Seeks long-term capital appreciation through a diversified portfolio of debt and equity securities.
Saturna Global Sustainable Bond Fund
Est. 2015
Seeks capital preservation and current income through investment in investment grade, globally diversified bonds.
Our Investment Approach
We evaluate each issuer through a holistic lens that includes how it manages the sustainability factors most relevant to its business. At Saturna Capital, our sustainable investment process is both rigorous and research‑driven, supported by a proprietary scoring framework that compares a company’s practices with those of its industry, sector, and country peers across key sustainability categories.
Our Investment Process
Saturna Funds’ investment process is built on rigorous research and disciplined analysis to ensure that portfolio holdings meet our high standards. We use proprietary tools to screen, evaluate, and regularly monitor thousands of securities worldwide, examining each company’s primary business activities, financial practices, and core sources of revenue to determine whether it aligns with our criteria. Once selected, securities are continually reviewed to help ensure they remain consistent with our investing principles, an approach we believe is essential to maintaining the integrity and long‑term objectives of the Saturna Funds.
Investment Criteria
Be an investor, not a speculator. No taking on excessive risk, speculation and debt, including short-selling and options.
Prohibited industries: alcohol, pornography, firearms, tobacco, weapons manufacturing, and companies in the business of fossil fuel extraction, production, or refining. No firms with significant debt.