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 2.81 4.76 10.14 10.14 9.85 7.10
Benchmark 2.94 4.99 10.01 10.01 9.78 8.36
Objective – – – – 4.54 4.43

# 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 0.32 0.82 3.59 3.59 4.54 5.04
Benchmark 0.13 0.45 1.97 1.97 1.86 2.08
Objective – – – – 2.86 –

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

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