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 corporate 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 Fixed Income Pool

About this Fund

Investment Process

The Capstone Fixed Income Pool is a dynamic, multi-strategy fund that combines traditional and alternative fixed-income instruments to deliver a well-rounded investment solution. By diversifying across credit quality, maturities, yields, and unique opportunities such as infrastructure, bridge financing, and private debt, the fund provides investors with steady interest income, potential for capital growth, and access to top-tier specialist investment managers.

This Fund is for

Investor Profile

This Fund is suitable for investors who:

  • are looking for interest income with potential capital growth
  • seek exposure to more than just traditional fixed income investments
  • wish to access institutional products not available at the retail level
  • want a low to medium level of risk

Growth of $10,000

Risk Level

LOW RISK
HIGH RISK

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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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