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.
Find out more
CATHOLIC VALUES TRUST
Diversified, long term, socially responsible investing, based on Catholic Values Investment policy.
Find out more
INCOME TRUST
High Yielding, medium-term, socially responsible investing, based on a Catholic Values Investment policy.
Find out more
PERFORMANCE
View the performance of both the Income Trust and Catholic Values Trust over time.
Find out more

Catholic Values Trust Performance

Performance
% Month Quarter FYTD Year 1 Year 3 Year 5
Catholic Values Trust 0.02 0.73 2.62 14.73 10.21 7.10
Benchmark -0.01 0.66 2.43 13.25 10.07 8.15
Objective – – – – 4.79 4.66

# 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 0.15 0.67 2.86 4.29 5.06
Benchmark 0.08 0.25 0.37 1.65 1.77 1.98
Objective – – – – 2.77 –

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

News

As changes in global politics and the economy make financial returns more elusive, and moral and ethical considerations rise in popularity, ...

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 on your investments in a low interest environment is hard, but not impossible. Business Development Manager Da...
View all News