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 -0.53 4.19 1.35 9.41 9.48 6.82
Benchmark -0.44 4.29 -0.44 8.14 9.23 8.07
Objective – – – – 4.84 4.65

# 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 -0.03 0.81 0.49 3.21 4.39 5.00
Benchmark 0.08 0.34 0.08 1.82 1.81 2.03
Objective – – – – 2.81 –

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

News

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