CCI Asset Management is a specialist provider of investment services to church entities
  • WE ARE A SPECIALIST PROVIDER OF INVESTMENT SERVICES TO CHURCH ORGANISATIONS Find out more
  • LET OUR TEAM OF FINANCIAL EXPERTS GUIDE YOU THROUGH THE INVESTMENT PROCESS Meet our team
  • WE ONLY INVEST IN COMPANIES THAT ALIGN WITH CATHOLIC VALUES Find out more
  • OUR PROFIT SHARING PROGRAM MEANS ALL CLIENTS BENEFIT FROM OUR SUCCESS Find out more
  • Values Investing
  • Church Owned
  • Tax Effective
  • Confidence
  • Value for Money
  • High Yielding, medium-term, socially responsible investing, based on a Catholic Values Investment policy.
    Find out more
    High Yielding, medium-term, socially responsible investing, based on a Catholic Values Investment policy.
Catholic Values Trust Performance
Performance
%MonthQuarterFYTDYear 1Year 3Year 5
Catholic Values Trust0.781.061.068.475.228.55
Benchmark0.901.051.057.847.329.52
Objective----4.394.73
Income Trust Performance
Performance
%MonthQuarterFYTDYear 1Year 3Year 5
Income Trust Performance0.270.880.884.335.677.37
Benchmark0.140.430.431.762.142.42
Objective----3.14-

 

 

Ethical investment screeninghttp://cciassetmanagement.org.au/News/Pages/Ethical-Investment-Screening.aspxEthical investment screeningAs changes in global politics and the economy make financial returns more elusive, and moral and ethical considerations rise in popularity, ethical screening is an established investment strategy.
Moving up the risk spectrumhttp://cciassetmanagement.org.au/News/Pages/Moving-up-the-risk-spectrum.aspxMoving up the risk spectrumDuring periods of low investment growth, investors often re-examine their appetite for risk in search of better returns and higher yielding investments.
Searching for yieldhttp://cciassetmanagement.org.au/News/Pages/Searching-for-yield.aspxSearching for yieldSearching for yield on your investments in a low interest environment is hard, but not impossible. Business Development Manager David Smith explains the challenges.

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