Values-aligned investing rooted in Biblical principles
Capstone Biblically Informed Funds
Coming soon!
Canada's only Biblically Informed Investment Funds
Launch in
Investment Process
Capstone’s Biblically Informed Investment Funds combine disciplined portfolio management with a faith-based framework. We aim to generate long-term growth and income by investing in high-quality Canadian companies that in the fund manager's view are consistent with Biblical values.
Each prospective investment undergoes our Biblically Informed Overlay (BIO) Analysis:
- Positive Alignment: We seek businesses that promote human dignity and flourishing, environmental care, community impact, and integrity in leadership.
- Negative Screening: We avoid companies involved in activities that conflict with biblical principles, such as abortion, pornography, gambling, or weapons manufacturing.
Our BIO Committee ensures every holding reflects our values and investment discipline, creating portfolios built for performance and purpose.
Key Reasons to Invest
- Align Your Investments with Biblical Values
Invest through a rigorous Biblically Informed Overlay process that aims to align investing with Biblical principles. - Purpose and Performance Together
Invest in strategies that prioritize performance through disciplined portfolio management while aligning with Biblical values. - Be a Faithful Steward of Your Resources
Join us as we seek to invest in a way that honours God, promotes positive impact, and reflects what truly matters.
Funds
Series A, D, F, I
Capstone Biblically Informed
Canadian Equity Fund
Preliminary Simplified Prospectus (EN)
Prospectus Simplifié Provisoire (FR)
The Capstone mutual funds and exchange-traded funds (the “Funds”) described on this page are not currently available for purchase. Subject to the issuance of final receipts for the simplified prospectus and related Fund Facts/ETF Facts, and all required regulatory and stock-exchange approvals, initial subscriptions and purchases are expected to be permitted on or about October 30, 2026 at market open in Canada; for ETF series, any listing remains subject to the applicable exchange’s approval and there is no assurance a listing will occur. This material is for information only and does not constitute an offer to sell, or a solicitation of an offer to buy, securities in any jurisdiction where, or to any person to whom, such offer or solicitation is unlawful. Commissions, management fees and expenses may be associated with investments in the Funds; the value of investments will fluctuate, past performance may not be repeated, and returns and distributions are not guaranteed. Investors should read the final simplified prospectus and Fund Facts/ETF Facts and consider their own circumstances (including tax) and risk tolerance before investing; rights of rescission, withdrawal or damages may be available under securities law in certain provinces and territories.
Want to learn more about Biblically Informed Investing?
