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
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Catholic Values Trust Performance

Performance
% Month Quarter FYTD Year 1 Year 3 Year 5
Catholic Values Trust 2.21 5.86 18.19 18.19 10.52 10.68
Benchmark 1.88 5.39 16.82 16.82 8.88 9.20
Objective 0.45 1.34 6.67 6.67 4.63 4.78

# As at 30th June 2021. 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 0.42 0.83 3.75 3.75 3.74 4.79
Benchmark – 0.01 0.06 0.06 0.96 1.29
Objective 0.09 0.26 1.05 1.05 1.95 2.29

# As at 30th June 2021. All returns are net of fees and yearly returns are annualized.

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