Capstone Introduces Biblically Aligned Mutual Funds for Investors
Capstone's New Biblically Aligned Funds
Capstone Asset Management Inc. has taken an exciting step towards socially responsible investing by filing a preliminary prospectus for two new mutual funds, namely the Capstone Biblically Informed Canadian Equity Fund and the Capstone Biblically Informed U.S. Equity Fund. These funds aim to provide investors with an opportunity to align their financial goals with their personal values through investments that reflect biblical principles.
Investment Objectives of the Funds
The primary goal of these funds is to offer long-term growth and yield through carefully selected investments. Each fund has been designed with specific investment objectives:
Capstone Biblically Informed Canadian Equity Fund (BIVC)
This fund aims to achieve long-term returns through capital appreciation and dividends by primarily investing in stocks of Canadian companies. The selection process emphasizes companies that operate in a manner consistent with biblical values, providing a unique opportunity for investors who prioritize ethical considerations in their investment strategies.
Capstone Biblically Informed U.S. Equity Fund (BIVU)
This fund focuses on investing in equities of U.S. companies that also adhere to biblical principles. The investment strategy seeks to generate returns through capital gains and dividend income while maintaining a commitment to ethical investing.
Fund Structure and Availability
Both funds will offer various series of units, including Series A, Series D, Series F, Series I, and specialized ETF Series units. Capstone intends to list the ETF Series units on the Toronto Stock Exchange, pending the approval from the exchange and fulfilling listing requirements.
Accessing Fund Information
For those interested in exploring more about these investment options, the preliminary simplified prospectus, along with the essential fund facts and ETF facts, will be accessible on SEDAR+. This transparency ensures potential investors have all the information needed to make well-informed decisions.
About Capstone Asset Management Inc.
Capstone Asset Management, based in Langley, British Columbia, has been in operation since 2004. The firm has developed a strong reputation for serving both private and institutional clients, while also being registered as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer. With nearly $1 billion in assets under management, Capstone is committed to bridging financial growth and values-driven impact, allowing clients to pursue financial objectives that are meaningful to them.
Understanding the Importance of Detailed Prospectuses
It's crucial to underline that a preliminary prospectus has been filed with relevant Canadian securities authorities. This document is essential for anyone looking to invest in the funds, as units cannot be purchased until the prospectus has received the necessary approvals. Potential investors are encouraged to review the prospectus thoroughly, as it outlines various fees and the risks associated with mutual fund investments.
Frequently Asked Questions
What are the main objectives of the Capstone Biblically Informed Funds?
The funds aim to achieve long-term growth through investments in companies that align with biblical values.
How many series of units will be offered for each fund?
Each fund will offer Series A, Series D, Series F, Series I, and ETF Series units.
Where can I find more information about the funds?
Detailed information, including the preliminary prospectus, will be available at SEDAR+.
What is the significance of the prospectus for investors?
The prospectus provides essential details regarding the fund's objectives, fees, and risks, which are important for potential investors to know before investing.
How long has Capstone Asset Management been in operation?
Capstone has been operating since 2004, serving a wide range of clients and managing nearly $1 billion in assets.
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