Disclaimer

We do not distribute fund shares; to invest in our funds, contact an authorized distributor. The information on this page is for informational purposes only and does not constitute advice, offers, or investment recommendations. Capstone, its administrators, and employees disclaim liability for any direct or indirect damages resulting from the use of the information on this site.

Potential investors should not base their investment decisions solely on this information and should seek professional guidance. Read the supplementary information form, essential information sheet (if applicable), and the fund regulations before investing in the funds described (“Investment Funds”), especially the “Risk Factors” section.  

Investment Funds are not guaranteed by the administrator, portfolio manager, any insurance mechanism, or the Credit Guarantee Fund – FGC. Investment Funds may invest in foreign assets and may have significant exposure to a small number of issuers, which may involve risks. The funds use derivative strategies as part of their investment policy, which may result in significant financial losses, potentially exceeding the capital invested, requiring additional contributions from investors.

For performance evaluation, a minimum analysis period of 12 months is recommended. Past performance is not indicative of future results. Fund returns published on this page are not net of taxes or exit fees.

There is no guarantee that Investment Funds will receive long-term fund tax treatment.