Formerly known as the Capstone International Series Trust, the Commonwealth International Series Trust was created in 2000 to house the Japan Fund and Australia/New Zealand Fund, previously part of the initial trust. Over the course of the past two decades, the Trust grew to five mutual funds: Africa Fund, Australia/New Zealand Fund, Global Fund, Japan Fund, and Real Estate Securities Fund.

We have developed a team of investment professionals and financial advisors to manage all of the Funds with integrity and professionalism, to pursue optimal performance. The assessment and analysis of economies, markets, sectors and securities allow management to define clear objectives and investment strategies for each Fund.

Our commitment to our goal of helping our customers achieve financial success and informing them about investing internationally is woven through all we do. We strive to engage our clients and educate them on the investment opportunities that lie ahead, so their future goals and dreams are realized and they can bring it home.

Our Evolution

The Commonwealth International Series Trust Timeline

• 1989

  1989

  Established Capstone Nikko Tilt Japan Fund, now known as Commonwealth Japan Fund; Current Advisor began managing in 1997

• 1991

  1991

  Established Capstone New Zealand Fund, now known as Commonwealth Australia/New Zealand Fund

• 2000

  2000

  Commonwealth International Series Trust became the successor of the Capstone International Series Trust; the original two Funds became part of Commonwealth Funds

• 2002

  2002

  Established Global Fund

• 2003

  2003

  Established Real Estate Securities Fund

• 2011

  2011

  Established Africa Fund