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 Mortgage Pool
About this Fund
Investment Process
The Capstone Mortgage Pool generates a stream of income through investing in a diversified portfolio of construction and development mortgages in Canada. Investments may include First Mortgages and/or Subordinate Mortgages on real estate assets at any stage in the development cycle. Our team has deep experience in the lending sector and we research and approve each opportunity in-house.
This Fund is for
Investor Profile
This Fund is suitable for investors who:
- are looking for interest income with regular cash flow
- seek exposure to mortgage investments with terms less than three years and real property as security
- wish to participate in multiple mortgages, reducing overall risk
- want a low to medium level of risk while investing in construction and development mortgages
- wish to hold their investment in a non-registered or registered account type (RRSP, TFSA, etc.)
Growth of $10,000
Risk Level
Prices, Performance, and Fees
| 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 |