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 -1.09 1.40 1.40 0.12 7.54 7.34
Benchmark -1.25 1.04 1.04 -0.90 6.58 7.11
Objective 3.25 3.77

Income Trust Performance

Performance
% Month Quarter FYTD Year 1 Year 3 Year 5
Income Trust 0.12 0.88 0.88 1.91 4.09 5.47
Benchmark 0.01 0.03 0.03 0.58 1.40 1.63
Objective 2.40

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