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 | 3.38 | 6.61 | 4.16 | 7.31 | 9.27 | 6.17 |
| Benchmark | 3.65 | 5.57 | 3.76 | 7.23 | 9.46 | 7.36 |
| Objective | – | – | – | – | 4.88 | 4.71 |
Income Trust Performance
| Performance | ||||||
|---|---|---|---|---|---|---|
| % | Month | Quarter | FYTD | Year 1 | Year 3 | Year 5 |
| Income Trust | 0.50 | 0.99 | 2.23 | 5.56 | 6.63 | 5.31 |
| Benchmark | 0.17 | 0.51 | 1.35 | 1.99 | 1.90 | 2.14 |
| Objective | – | – | – | – | 2.90 | – |
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