Fund Managers

Perpetual Investments is one of Australia’s leading investment managers, with $31.4 billion in funds under management (as at 30 June 2017). Perpetual Investments is part of the Perpetual Group, which has been in operation for over 130 years. 

Perpetual Investments manage the Global Equities asset class and aim to provide investors with long-term capital growth through investment in quality global shares of socially responsible companies and to outperform the MSCI World Net Total Return Index ($A) (before management fees and taxes) over a rolling three-year period. Perpetual Investments aims to achieve these objectives by adopting a bottom-up stock selection approach to investing, where the decision to buy or sell is based on fundamental quality and valuation. This diversified portfolio is constructed within a framework that is independent of the benchmark in terms of stock and sector weights, and also excludes investment in companies operating in excluded business activities, as outlined in the CCI Asset Management Catholic Values Policy.

Catholic Church Insurance

Catholic Church Insurance has a proud history of serving the Catholic community for over 100 years. Investment expertise and excellent relationships with a network of consultants allow CCI to invest Church funds responsibly. Over the years CCI has experienced significant growth in business with funds under management.

QIC invests solely in real estate, combining property knowledge with a disciplined approach to investment management. It operates in 16 countries around the world and takes a global perspective utilising its team of 25 global researchers and experienced fund managers.

Investment teams operate as entrepreneurial groups, pursuing a clear investment philosophy for each client and fund. Each team is responsible for the entire life cycle of investment management, including acquisitions, ongoing asset management and sales – and is directly accountable for performance.