Saturna Growth Fund - Z Shares · NASDAQ:SGZFX

Saturna Growth Fund - Z Shares — Saturna Capital — Amana Mutual Funds CARES Act Update webinar (June 2020)

13 slides from Saturna Growth Fund - Z Shares's conference presentation, Jun 25, 2020

  1. Slide 1: CARES Act Update

    AMANA MUTUAL FUNDS PRESENT CARES ACT UPDATE THURSDAY, JUNE 25, 2020 12 noon Pacific Time WITH Monem Salam MBA Owaiz Dadabhoy Executive Vice President Director of Islamic Investing Saturna Capital Saturna Capital © 2020 Saturna Capital Corporation

  2. Slide 2: Important Disclosures

    IMPORTANT DISCLOSURES Performance data quoted herein represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current perfo

  3. Slide 3: CARES Act Changes

    CARES ACT CHANGES The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains several provisions that affect the operations of 401(k) plans, especially at the employee level. • New type of distribution. The act allows • Expanded availability of loans from the plan participants to withdraw

  4. Slide 4: Saving for the Long Term

    SAVING FOR THE LONG TERM $1,500,000 Hypothetical example for illustrative purposes only. Does not represent any actual investment. $1,203,031 $1,200,000 $900,000 $559,149 $600,000 $300,000 $238,756 $0 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 63 65 The power of compounding: if you sta

  5. Slide 5: Islamic Investing Guidelines

    ISLAMIC INVESTING GUIDELINES Business Sector Screening Financial Screening • No interest (banking and • < 33% Total Debt to 12- insurance - riba) month Trailing Market Cap • No alcohol • < 45% Accounts Receivable to Total Assets Evaluating Islamic Standards • No exploitative media Islamic Investing

  6. Slide 6: AmanaFunds.com

    AMANAFUNDS.COM © 2020 Saturna Capital Corporation 6

  7. Slide 7: Not sure which Amana Funds to pick?

    Not sure which Amana Funds to pick? Or maybe you want to rebalance your current allocation? The Amana Fund Selector can help! Visit www.amanafunds.com today! Using the Amana Fund Selector is free and does not require making any investment. Note: The Amana Fund Selector is educational in nature and i

  8. Slide 8: Average Annual Total Returns

    AVERAGE ANNUAL TOTAL RETURNS As of March 31, 2020 1 Year 3 Year 5 Year 10 Year Expense Ratio* Amana Income Investor Shares (AMANX) -8.01% 3.67% 4.74% 8.09% 1.06% Amana Income Institutional Shares (AMINX) -7.80% 3.91% 4.99% n/a 0.82% S&P 500 TR -6.98% 5.10% 6.72% 10.52% n/a Amana Growth Investor Shar

  9. Slide 9: Average Annual Total Returns

    AVERAGE ANNUAL TOTAL RETURNS As of March 31, 2020 1 Year 3 Year 5 Year 10 Year Expense Ratio* Amana Developing World Investor Shares (AMDWX) -9.16% -2.15% -2.68 -1.33% 1.31% Amana Developing World Institutional Shares (AMIDX) -9.07% -1.99% -2.51 n/a 1.14% MSCI Emerging Markets -17.69% -1.62% -0.37%

  10. Slide 10: A Few Words About Risk

    A FEW WORDS ABOUT RISK Income, Growth, Developing World, and Participation Funds: Growth Fund: The smaller and less seasoned companies that may be in the The value of the shares of each of the Funds rises and falls as the Growth Fund have a greater risk of price volatility. value of the securities i

  11. Slide 11: Index Definitions

    INDEX DEFINITIONS The S&P 500 is an index comprised of 500 widely held common stocks considered to be representative of the US stock market in general. The MSCI Emerging Markets Index, produced by Morgan Stanley Capital International, measures equity market performance in over 20 emerging market cou

  12. Slide 12: Invest with Caution

    INVEST WITH CAUTION • Obtain and read the Funds’ prospectus and • Examine a fund’s objectives, risks, expenses, other information carefully performance, portfolio, advisers, and services • All mutual funds have operating expenses • Seek advice: professional advisors, successful • “No-load” funds may

  13. Slide 13: Following Principles of Islamic Finance

    FOLLOWING PRINCIPLES OF ISLAMIC FINANCE Contact Information: Monem Salam Owaiz Dadabhoy Sameer Sarmast Amjad Quadri Haitham Al-Sayed Executive Vice President Director of Islamic Investing Regional Manager / Financial Planner Regional manager Regional manager monem@saturna.com omd@saturna.com sss@sat

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