About SEEFX
Saturna Sustainable Equity Fund is a global equity mutual fund that seeks long-term capital appreciation by investing primarily in large-cap companies worldwide that demonstrate sustainable and responsible business practices. The fund employs a value-oriented investment style, focusing on firms that are financially robust, consistently profitable, and exhibit strong environmental, social, and governance (ESG) characteristics. It excludes investments in companies involved in controversial activities such as alcohol, tobacco, weapons, gambling, and fossil fuel extraction. The portfolio is diversified across sectors including healthcare, technology, industrials, and consumer discretionary. Notable holdings include companies like Novo Nordisk, NVIDIA, and Schneider Electric. The fund integrates ESG factors such as resource efficiency, labor relations, and business ethics into its selection process using proprietary and third-party data, aiming to align with the transition to a low-carbon economy. With a moderate expense ratio and a focus on sustainable principles, the Saturna Sustainable Equity Fund serves investors seeking exposure to large, established companies committed to sustainability while pursuing capital growth globally.
Fund Family Saturna Capital
Category World Large-Stock Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SEEFX
Index S&P Global 1200 TR
SEEFX had a total return of 16.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.42%.
