Benchmark | Performance

Our differentiated approach is designed to meet your needs.

The Commonwealth Funds Story

The Commonwealth International Series Trust was created in 2000 to house the Japan Fund and Australia/New Zealand Fund, previously part of the Capstone International Series Trust. Over the course of the past three 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 experts to manage all the Funds with integrity and professionalism and 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 helping our customers make informed decisions about their finances 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


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


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


Commonwealth International Series Trust was formed and the Australia/New Zealand fund and Japan fund became part of Commonwealth International Series Trust


Established Global Fund


Established Real Estate Securities Fund


Established Africa Fund