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 | -0.26 | 2.86 | 7.13 | 8.96 | 8.18 | 6.48 |
| Benchmark | -0.11 | 2.99 | 6.87 | 9.02 | 8.19 | 7.67 |
| Objective | – | – | – | – | 5.00 | 4.71 |
Income Trust Performance
| Performance | ||||||
|---|---|---|---|---|---|---|
| % | Month | Quarter | FYTD | Year 1 | Year 3 | Year 5 |
| Income Trust | 0.28 | 1.01 | 3.26 | 6.05 | 6.53 | 5.15 |
| Benchmark | 0.15 | 0.48 | 1.84 | 1.99 | 1.87 | 2.10 |
| Objective | – | – | – | – | 2.87 | – |
News
Ethical investment screening
As changes in global politics and the economy make financial returns more elusive, and moral and ethical considerations rise in popularity, ...
Moving up the risk spectrum
During periods of low investment growth, investors often re-examine their appetite for risk in search of better returns and higher yielding ...
Searching for yield
Searching for yield on your investments in a low interest environment is hard, but not impossible. Business Development Manager Da...
Subscribe to our Newsletter
Subscribe to receive an email whenever we publish an article. You'll be among the first to hear the latest investment news and never miss a thing.