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 | 0.54 | 1.13 | 8.77 | 6.56 | 8.13 | 9.21 |
| Benchmark | 0.75 | 1.20 | 8.55 | 5.75 | 7.43 | 8.68 |
| Objective | – | – | – | – | 4.59 | 4.71 |
Income Trust Performance
| Performance | ||||||
|---|---|---|---|---|---|---|
| % | Month | Quarter | FYTD | Year 1 | Year 3 | Year 5 |
| Income Trust | 0.15 | 0.70 | 2.28 | 2.51 | 4.03 | 5.54 |
| Benchmark | – | – | 0.04 | 0.21 | 1.16 | 1.48 |
| Objective | – | – | – | – | 2.16 | – |
News
Making more for the Mission – 20 years on
Here we reveal what’s behind CCI Asset Management’s (CCI AM) first 20 years. More than a performance-based celebration, this is a story ...
Ethical investment screening
As changes in global politics and the economy make financial returns more elusive, and moral and ethical considerations rise in popularity, ...
Moving up the risk spectrum
During periods of low investment growth, investors often re-examine their appetite for risk in search of better returns and higher yielding ...
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