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 2.36 -3.59 -0.40 2.39 6.14 4.99
Benchmark 2.17 -3.44 -0.42 2.51 6.09 5.74
Objective – – – – 4.84 4.73

# 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 0.38 -0.43 0.72 1.05 3.34 4.71
Benchmark 0.01 0.16 0.84 0.97 1.58 1.76
Objective – – – – 2.58 –

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

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