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 Private High Income Pool
About this Fund
Investment Process
Capstone Private High Income Pool aims to generate stable, consistent income through carefully selected private income opportunities. With institutional-quality due diligence, strong risk management, and a focus on capital preservation, the fund seeks to offer portfolio diversification and a reliable income stream, uncorrelated to public markets.
This Fund is for
Investor Profile
This Fund is suitable for investors who:
- are looking for consistent income generation and regular cash flow through private debt investments
- are interested in asset-backed lending, with investments primarily secured by real assets to provide added collateral protection
- can tolerate medium to high levels of risk
- have a long-term investment horizon (3–5 years or more) to allow ample time to benefit from the income-generating characteristics of private debt
- seek diversification in their portfolio through alternative fixed-income strategies outside the traditional stock and bond markets.
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 |