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 1.24 2.61 2.61 11.57 9.93 7.36
Benchmark 1.12 2.44 2.44 9.69 9.63 8.60
Objective – – – – 4.83 4.66

# 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 0.12 0.61 0.61 2.80 4.37 5.16
Benchmark 0.08 0.29 0.29 1.74 1.79 2.01
Objective – – – – 2.79 –

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

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