Capstone Asset Management Launches Canada's First Biblically Informed Mutual Funds With ETF Series, Bringing Values-Aligned Investing to Canadian Christians

Executive Summary

• Capstone Asset Management announced the launch of Canada’s first biblically‑informed mutual funds, each with four mutual fund series and one ETF series.
• The two funds target Canadian equity (TSX: BIVC) and U.S. equity (TSX: BIVU) markets, investing only in companies that meet Capstone’s Christian‑value screening criteria.
• An independent research partner (Brightlight Impact) and a dedicated Biblically Informed Oversight Committee will govern stock selection to ensure alignment with the stated biblical principles.

Key Details

• Funds Launched:
• Capstone Biblically Informed Canadian Equity Fund – TSX ticker BIVC; seeks long‑term total return via capital gains and dividends from Canadian companies deemed consistent with biblical values.

• Capstone Biblically Informed U.S. Equity Fund – TSX ticker BIVU; seeks long‑term total return primarily through capital appreciation (and secondarily dividends) from U.S. companies meeting the same criteria.

• Structure: Each fund offers four mutual‑fund series of units and one ETF series of units, all denominated in Canadian dollars. Units can be purchased through registered dealers and held in both registered and non‑registered accounts.

• Value‑Screening Criteria (excluded sectors):

• Predatory lending
• Gaming
• Weapons manufacturing
• Excessive political activism
• Alcohol, cannabis, tobacco
• Human‑rights violations
• Adult entertainment

• Abortion

• Research & Governance:

• Research methodology guided by four biblical principles: valuing human life, stewarding creation, encouraging human flourishing, and applying biblical wisdom.
• Independent analysis performed by Brightlight Impact.

• All stock selections reviewed and approved by Capstone’s Biblically Informed Oversight (BIO) Committee, comprising four experienced members (including one independent external member).

• Leadership Comments:

• Glenn Murray, President & CEO, highlighted the unmet demand among Canadian Christians for values‑aligned investment options.

• Maria Dawes, Portfolio Manager, emphasized the “sacred responsibility of stewarding resources” and the relevance to churches, ministries, and individual believers.

• Target Audience: Faith‑based organizations (churches, foundations, denominational pension funds), high‑net‑worth individuals, and other investors seeking Christian‑aligned equity exposure within Canada.

Notable Quotes

“Canadian Christians have expressed a desire for investment options that honour their faith,” – Glenn Murray, President & CEO, Capstone Asset Management.

“We recognize the sacred responsibility of stewarding resources entrusted to us,” – Maria Dawes, Portfolio Manager, Capstone Asset Management.