# EDGAR Filing Document

**Accession Number:** 0000811860
**File Stem:** 0000898432-26-000136
**Filing Date:** 2026-2
**Character Count:** 4930
**Document Hash:** cb8b085ee6f26b91f51edf4e9038b4b2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000898432-26-000136.hdr.sgml**: 20260227

**ACCESSION NUMBER**: 0000898432-26-000136

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20260227

**DATE AS OF CHANGE**: 20260227

**EFFECTIVENESS DATE**: 20260227

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SATURNA INVESTMENT TRUST
- **CENTRAL INDEX KEY:** 0000811860

**ORGANIZATION NAME:**
- **EIN:** 356447892
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1130

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 033-13247
- **FILM NUMBER:** 26701259

**BUSINESS ADDRESS:**
- **STREET 1:** 1300 NORTH STATE STREET
- **CITY:** BELLINGHAM
- **STATE:** WA
- **ZIP:** 98225-4730
- **BUSINESS PHONE:** 360-734-9900

**MAIL ADDRESS:**
- **STREET 1:** 1300 NORTH STATE STREET
- **CITY:** BELLINGHAM
- **STATE:** WA
- **ZIP:** 98225-4730

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** NORTHWEST INVESTORS TRUST
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** NORTHWEST INVESTORS TAX EXEMPT BUSINESS TRUST
- **DATE OF NAME CHANGE:** 19901024

## Series and Classes Contracts Data

### Saturna Short-Term Bond Fund (Series ID: S000022511)

---

|  |  |  |
|:---|:---|:---|
| Class Name                   | Ticker Symbol | Class ID   |
| Saturna Short-Term Bond Fund | STBFX         | C000065112 |

---

### Saturna Bond Income Fund (Series ID: S000022512)

---

|  |  |  |
|:---|:---|:---|
| Class Name               | Ticker Symbol | Class ID   |
| Saturna Bond Income Fund | SBIFX         | C000065113 |

---

### Saturna Global High Income Fund (Series ID: S000036646)

---

|  |  |  |
|:---|:---|:---|
| Class Name                      | Ticker Symbol | Class ID   |
| Saturna Global High Income Fund | SGHIX         | C000112018 |

---

## Series and Classes Contracts Data

### Saturna Short-Term Bond Fund (Series ID: S000022511)

| Class ID   | Class Name                   | Ticker Symbol   |
|:---|:---|:---|
| C000065112 | Saturna Short-Term Bond Fund | STBFX           |

### Saturna Bond Income Fund (Series ID: S000022512)

| Class ID   | Class Name               | Ticker Symbol   |
|:---|:---|:---|
| C000065113 | Saturna Bond Income Fund | SBIFX           |

### Saturna Global High Income Fund (Series ID: S000036646)

| Class ID   | Class Name                      | Ticker Symbol   |
|:---|:---|:---|
| C000112018 | Saturna Global High Income Fund | SGHIX           |

### Saturna Investment Trust
Saturna Core Fund

Saturna Short-Term Bond Fund

Saturna Bond Income Fund

Saturna Global High Income Fund

Saturna Sustainable Bond Fund

**Supplement Dated February 27, 2026, to the Summary Prospectus, Prospectus, and Statement of Additional Information dated March 31, 2025, as each may be amended and supplemented**

#### Reorganization of Saturna Bond Income Fund, Saturna Short-Term Bond Fund, and

#### Saturna Global High Income Fund
At a Special Joint Meeting of Shareowners held on February 27, 2026, the shareowners of each Fund listed in the table below under the heading "Target Fund" approved the reorganization of each Target Fund into the corresponding Acquiring Fund listed opposite its name under the heading "Acquiring Fund" (each, a "Reorganization," and collectively, the "Reorganizations"), as follows:

---

| | |
|:---|:---|
| **Target Fund** | **Acquiring Fund** |
| Saturna Bond Income Fund | Saturna Sustainable Bond Fund |
| Saturna Short-Term Bond Fund | Saturna Sustainable Bond Fund |
| Saturna Global High Income Fund | Saturna Core Fund |

---

The Reorganizations are expected to be consummated on March 20, 2026 (the "Closing Date"). Upon completion of each Reorganization, Target Fund shareowners will become shareowners of the corresponding Acquiring Fund. Shareowners of each Target Fund will receive shares of the corresponding Acquiring Fund with a total net asset value equal to that of their shares of the Target Fund on the Closing Date. After the Closing Date, each Target Fund will be terminated.

You can purchase or exchange shares of the Target Funds only through March 2, 2026. You can redeem Target Fund shares until the business day before the Closing Date. That means your redemption order must be received by March 19, 2026. Any shares not redeemed by this date will be exchanged for shares of the Acquiring Fund. Redemption requests received for a Target Fund by the transfer agent on or after the Closing Date will be treated as requests received for the redemption of shares of the corresponding Acquiring Fund received by the shareowner in connection with the Reorganization.

Information about the Acquiring Funds (Sustainable Bond Fund and Core Fund), including their Summary Prospectus, Prospectus, and Statement of Additional Information, can be found on our website at <u>www.saturna.com/resources/literature</u>.

\* \* \*