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 | -0.71 | 1.30 | 1.30 | 9.75 | 7.60 | 6.76 |
| Benchmark | -0.31 | 2.74 | 2.74 | 11.39 | 9.05 | 8.34 |
| Objective | – | – | – | – | 4.64 | 4.75 |
Income Trust Performance
| Performance | ||||||
|---|---|---|---|---|---|---|
| % | Month | Quarter | FYTD | Year 1 | Year 3 | Year 5 |
| Income Trust | 0.52 | 1.39 | 1.39 | 6.00 | 6.60 | 5.62 |
| Benchmark | 0.16 | 0.52 | 0.52 | 1.87 | 1.94 | 2.18 |
| Objective | – | – | – | – | 2.94 | – |
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