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 1.88 4.48 1.88 11.37 9.45 7.14
Benchmark 1.76 4.63 1.76 10.44 9.31 8.36
Objective – – – – 4.85 4.64

# 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 0.52 1.12 0.52 3.86 4.55 4.98
Benchmark 0.12 0.40 0.12 1.90 1.84 2.06
Objective – – – – 2.84 –

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

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