Equity Funds
Capstone’s Equity Funds offer a diversified investment approach aligned with Christian values. Focused on income generation, capital preservation, and value-driven strategies, these funds provide access to Canadian and global assets across public and private markets. Prioritizing quality investments, we aim to deliver strong returns through capital growth and dividend income.
Capstone Non-Traditional Equity Pool
About this Fund
Investment Process
Capstone’s Non-Traditional Equity Pool leverages value-based opportunities in non-traditional investments for institutional and private investors. The Pool includes a diversified mix of Canadian and global assets in real estate, private equity, debt, and infrastructure, designed to reduce portfolio volatility and enhance returns. It provides core, low-correlation holdings within a balanced portfolio, allowing further customization based on investors’ risk preferences and performance goals.
This Fund is for
Investor Profile
This Fund is suitable for investors who:
- are looking for capital gains and dividend income through active management following a value-based investment philosophy.
- wish to invest in companies with proven management teams, strong cash flows and earnings growth.
- want non-traditional equity exposure with lower risk than broad stock market indices
- are able to accept a medium to high level of risk.
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 |