Values investing
Church Owned
Tax Effective
confidence
Value for Money
Catholic Values Trust Performance
| Performance | ||||||
|---|---|---|---|---|---|---|
| % | Month | Quarter | FYTD | Year 1 | Year 3 | Year 5 |
| Catholic Values Trust | -2.74 | -2.22 | -1.48 | 4.09 | 5.54 | 5.64 |
| Benchmark | -3.16 | -1.84 | -0.50 | 5.11 | 6.75 | 7.20 |
| Objective | – | – | – | – | 4.68 | 4.74 |
Income Trust Performance
| Performance | ||||||
|---|---|---|---|---|---|---|
| % | Month | Quarter | FYTD | Year 1 | Year 3 | Year 5 |
| Income Trust | 0.01 | 1.13 | 1.39 | 5.69 | 6.43 | 5.50 |
| Benchmark | 0.17 | 0.49 | 0.69 | 1.89 | 1.93 | 2.17 |
| Objective | – | – | – | – | 2.93 | – |
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