Values-aligned investing rooted in Biblical principles
Capstone Biblically Informed U.S. Equity ETF
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.
- Biblical Alignment Filters: We avoid companies involved in activities that conflict with biblical principles, such as gambling, weapons manufacturing, pornography, or abortion.
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.
Performance
- Inception 30-Oct-2025
- Ticker BIVU
- Exchange TSX
- Domiciled Canada
- Net assets $1,000,000
- Fund Base Currency CAD
- Shares Outstanding 50,000
- Management fee 0.80%
- MER 1.25%
- Distributions Quarterly
- Asset Class Fixed Income
(as of Oct 30, 2025)
Performance data not available as this fund is new.
| Fund | Unit | Code | NAV | Currency | 1 month | 3 months | 6 months | 1 year | 3 years | 5 years | 10 years | Load Type | Mgmt. Fee | MER | Min Subscr. | Inception |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Capstone Biblically Informed U.S. Equity ETF Fund Facts (EN) Aperçu Du Fonds (FR) |
ETF Series | BIVC | $20 | CAD | TBD | TBD | TBD | TBD | TBD | TBD | TBD | --- | 0.80% | 1.25% | --- | 30-Oct-2025 |
Risk Level
Top Holdings
Holdings data updated after first day of trading.
Sector Breakdown
Sector breakdown data updated after first day of trading.
