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Saturna Sextant Core Fund

Ranked 59 out of 342 in - Balanced USD over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks long-term appreciation and capital preservation. The Fund invests in a mix of common stocks and other equity securities, plus bonds and other debt securities including short-term (money market) instruments.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Balanced USD over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% 0.1% 5.1%
2017 14.6% 4.5% 2.5% 3.5% 3.4%
2016 4.2% 0.6% 3.0% 1.8% -1.3%
2015 -4.3% 0.9% -2.2% -5.1% 2.3%
2014 5.9% 2.0% 4.1% -0.9% 0.5%
2013 11.1% 4.3% -1.1% 2.8% 4.6%
2012 5.8% 4.9% -1.6% 2.7% -0.1%
2011 2.4% 4.0% 1.1% -8.5% 6.5%
2010 8.6% 2.5% -5.3% 7.8% 3.9%
2009 19.6% -4.8% 9.9% 9.2% 4.7%
2008 -20.8% -4.2% -2.0% -7.1% -9.2%
2007 3.6% 3.7% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/03/2007
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN US8040966009

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment25

Charges

  • Annual management0.43%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).