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New Mutual Funds Announcement: Capstone Asset Management Inc. has filed a preliminary simplified prospectus for two new mutual funds, the Capstone Biblically Informed Canadian Equity Fund and the Capstone Biblically Informed U.S. Equity Fund.
Investment Objectives: The Canadian fund aims for long-term returns through capital gains and dividends from Canadian companies aligned with Biblical values, while the U.S. fund focuses on capital appreciation and dividend income from U.S. companies with similar values.
Fund Structure: Both funds will offer various series units including Series A, D, F, I, and ETF Series units, with plans to list the ETF Series on the Toronto Stock Exchange, pending approval.
Company Background: Capstone Asset Management, based in Langley, BC, has been operating since 2004, managing nearly $1 billion in assets under management and focusing on aligning financial goals with values-driven impact.
