About SEBFX
Saturna Sustainable Bond Fund is an actively managed mutual fund focused on global fixed income with an integrated environmental, social, and governance mandate. Its primary objective is to provide current income and capital preservation by investing at least 80% of assets in bonds from issuers worldwide, including developed and emerging markets, that demonstrate sustainable characteristics as defined by robust financial strength and ESG policies. The portfolio spans government, municipal, asset-backed, and corporate debt, with an investment‑grade emphasis while allowing up to 35% in unrated and high-yield securities to broaden opportunity and manage risk across the credit spectrum. The strategy maintains a dollar‑weighted average maturity of three years or more and employs proprietary ESG analysis, complemented by exclusions of higher‑risk activities such as alcohol, tobacco, weapons, gambling, pornography, and fossil fuel extraction. Positioned within the world bond category, the fund seeks diversification across currencies, sectors, and regions to balance income generation with risk control, reflecting Saturna Capital’s disciplined, research‑driven process for sustainable fixed‑income investing.
Fund Family Saturna Capital
Category World Bond
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SEBFX
Index Index is not available on Lipper Database
SEBFX had a total return of 4.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.42%.
