Values investing
Church Owned
Tax Effective
confidence
Value for Money
INDIVIDUALLY MANAGED ACCOUNTS
A bespoke investment portfolio that aligns with the Catholic Values Investment policy.
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CATHOLIC VALUES TRUST
Diversified, long term, socially responsible investing, based on Catholic Values Investment policy.
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INCOME TRUST
High Yielding, medium-term, socially responsible investing, based on a Catholic Values Investment policy.
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PERFORMANCE
View the performance of both the Income Trust and Catholic Values Trust over time.
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Catholic Values Trust Performance

Performance
% Month Quarter FYTD Year 1 Year 3 Year 5
Catholic Values Trust 2.16 6.60 7.41 9.99 9.21 6.74
Benchmark 2.10 6.87 5.56 9.76 9.21 7.89
Objective – – – – 4.98 4.71

# All returns are net of fees and yearly returns are annualized.

Income Trust Performance

Performance
% Month Quarter FYTD Year 1 Year 3 Year 5
Income Trust 0.22 1.23 2.98 5.93 6.47 5.27
Benchmark 0.16 0.50 1.49 2.01 1.88 2.11
Objective – – – – 2.88 –

# All returns are net of fees and yearly returns are annualized.

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