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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