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Sales Ideas
Seeking Downside Protection, Upside Capture
Morningstar Quarterly Returns
During volatile markets, downside protection can be a critical factor for your clients who are most interested in capital preservation. Since Q1 2008, the Amana Growth Fund and Amana Income Fund have outperformed their respective Morningstar categories in every single negative quarter.
Building Investor Confidence Series
Do Your Fund Managers Invest in the Funds They Manage?
Common sense tells us that it’s a good idea for fund managers to buy into their own funds. After all, management and shareowner interests better align through collective ownership, and a manager's large stake in a fund he or she runs is a manifest sign of confidence in the fund’s investment strategy.
Amana's Investment Process
Saturna Capital, the Amana Funds’ investment adviser, screens more than 5,000 U.S. traded equities monthly. Roughly 40% are accepted (ranked A by Saturna’s analysts). Marginal issues receive rankings of B, C & D. About one-sixth are rejected outright (ranked F).
Value Investing with Value-Added Alpha
As core portfolio holdings, the Amana Funds suit a broad spectrum of investors, especially
those who are risk-conscious. Guided by the portfolio management expertise of awardwinning,
industry veteran Nick Kaiser, the Amana Funds' research and analysis team employs
a conservative, value investment strategy that has generated...
Sales Brochures
Amana Funds Sales Brochure I — Advisers Only
Amana Funds Sales Brochure II — Pass-through brochure for clients of Advisers
Amana Funds Sales Brochure III — Pass-through brochure for Muslim clients of Advisers
