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
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 |