Values investing
Church Owned
Tax Effective
confidence
Value for Money
Catholic Values Trust Performance
| Performance | ||||||
|---|---|---|---|---|---|---|
| % | Month | Quarter | FYTD | Year 1 | Year 3 | Year 5 |
| Catholic Values Trust | 0.87 | 6.73 | 0.47 | 0.47 | 6.61 | 5.71 |
| Benchmark | 0.89 | 7.18 | 0.47 | 0.47 | 6.59 | 6.50 |
| Objective | – | – | – | – | 4.86 | 4.71 |
Income Trust Performance
| Performance | ||||||
|---|---|---|---|---|---|---|
| % | Month | Quarter | FYTD | Year 1 | Year 3 | Year 5 |
| Income Trust | 0.42 | 1.46 | 1.14 | 1.14 | 3.39 | 4.89 |
| Benchmark | 0.01 | 0.06 | 0.85 | 0.85 | 1.53 | 1.73 |
| Objective | – | – | – | – | 2.53 | – |
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