Fixed Income Funds

Capstone’s Fixed Income Funds provide stable income and capital preservation through investments in construction and development mortgages, private credit, and public debt. Designed for income-focused investors, these funds are guided by a faith-based approach to ensure alignment with a Biblical worldview, complementing traditional fixed income portfolios with a values-driven strategy.

Capstone Treasury Pool

About this Fund

Investment Process

Capstone Treasury Pool seeks to generate stable interest income through investments in low-risk assets, while offering daily liquidity. To achieve this objective, the fund primarily invests in high-interest savings accounts, term bank deposits, and money market instruments.

This Fund is for

Investor Profile

This Fund is suitable for investors who:

  • would like a lower level of risk
  • are looking for stable and regular interest income
  • require immediate access to funds when needed

Growth of $10,000

Risk Level

LOW RISK
HIGH RISK

Prices, Performance, and Fees

Select what you want to see:
Fund unit code price currency 1 month 3 months 6 months 1 year 3 years 5 years 10 years load type management fee mer% Min Subscription inception date
Capstone First Mortgage Pool Series A CVT101 0 CAD 0 0 0 0 0 0 0 FE 0 0 0 Sep 30, 2013

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Capstone investors typically have $500,000 or more of investable assets; if this is you, please get in touch with us.

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