Saturna Sustainable Equity Fund
SEEFX
NASDAQ
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Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Similar Funds
Performance
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NAV
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52-Week High
Company Information
Provider
Saturna Sustainable Funds
Manager/Tenure
(Years)
(Years)
Jane K. Carten (8), William B. Jones IV (0)
Address
United States
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Country
United States
Phone Number
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Investment Strategy
The investment seeks capital appreciation. The fund invests at least 80% of its net assets in equities of issuers located throughout the world that the fund's adviser believes demonstrate sustainable characteristics. The adviser considers issuers with sustainable characteristics to be those issuers that are more established, consistently profitable, financially strong, and with robust policies in the areas of the environment, social responsibility, and corporate governance ("ESG"). The fund may invest up to 30% of net assets in companies with headquarters in countries with developing economies and/or markets.