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 1.76 5.82 3.54 19.22 10.97 10.89
Benchmark 1.59 5.31 3.23 18.02 8.99 9.31
Objective 0.50 1.51 1.00 6.29 4.75 4.82

# As at 31st August 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 0.06 0.78 0.36 3.24 3.50 4.63
Benchmark – 0.01 – 0.04 0.84 1.22
Objective 0.08 0.26 0.17 1.04 1.84 2.22

# As at 31st August 2021. All returns are net of fees and yearly returns are annualized.

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