Investment Funds

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Capstone Fixed Income Pool

The Capstone Fixed Income Pool's primary objective is to generate interest income with some opportunity for capital growth through investing in a diverse array of fixed income arrangements.

The Strategy

The Capstone Fixed Income Pool is a global, multi-strategy fund incorporating both traditional and non-traditional fixed income instruments.
The Pool is diversified by credit, maturity, duration, yield, and by the uniqueness of the non-traditional opportunities.

Quick Facts

Date Launched November 2013
Manager Capstone Asset Management Inc.
Distributions Quarterly, Cash or Units
Liquidity Weekly
Management Fee Class A 2%
Class F 1%
Class I Negotiable
Min. Investment $150,000
$50,000 for Dealers
FUND CODES
$CDN Class

Load Type

CVT201 A FE
CVT211 F NL
CVT221 I
NL

Individual purchasers must qualify as Accredited Investors.
Class I management fee is 0% for discretionary clients.

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The Opportunity

  • Participate in a fund that provides exposure to non-traditional fixed income investments
  • Diversify fixed income assets via the multi-strategy approach and thereby reduce risk
  • Access unique opportunities such as:
    • Infrastructure
    • Bridge financing
    • Global credit strategies
    • Private Debt

QUESTIONS?

Contact us for more information about our services.
We'd love to hear and are here to help, with no obligation.