CCI Asset

Making more for the mission

20 years on

Individually managed accounts

A bespoke investment portfolio that aligns with the Catholic Values Investment policy.

Get started ›
Catholic Values Trust

Diversified, long term, socially responsible investing, based on Catholic Values Investment policy.

Get started ›
Income Trust

High Yielding, medium-term, socially responsible investing, based on a Catholic Values Investment policy.

Get started ›
Performance

Find out more ›

FAQs

Find out more ›
Forms

Need to make a change to your Trust? Simple, just use one of the forms below.

Find out more ›
About CCI Asset Management

The CCI Asset Management Trusts are only available to those entities within and associated with the Catholic Church

Find out more ›
Contact us

The CCI Asset Management Trusts are only available to those entities within and associated with the Catholic Church.

Find out more ›
Complaints

Find out more ›

%	Month	Quarter	FYTD	Year 1	Year 3	Year 5	Year 7
Gross Performance	1.91	7.36	9.43	14.04	9.06	9.04	9.19
Performance (Net of Fees)	1.86	7.19	8.96	13.34	8.36	8.34	8.49
Objective	0.44	1.33	4.19	6.51	8.11	6.67	6.10

# As at 29th February 2024. All returns are net of fees and yearly returns are annualized.

%	Month	Quarter	FYTD	Year 1	Year 3	Year 5
Gross Performance	0.63	1.73	4.87	6.89	4.66	4.20
Performance (Net of Fees)	0.58	1.57	4.43	6.24	4.01	3.55
Objective	0.43	1.34	3.55	5.04	2.94	2.46

# As at 29th February 2024. All returns are net of fees and yearly returns are annualized.

For a copy of the Annual Accounts, please contact us.