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 | 3.36 | -9.44 | -2.70 | -0.23 | 5.35 | 4.72 |
| Benchmark | 3.97 | -9.07 | -2.53 | 0.22 | 5.23 | 5.50 |
| Objective | – | – | – | – | 4.83 | 4.75 |
Income Trust Performance
| Performance | ||||||
|---|---|---|---|---|---|---|
| % | Month | Quarter | FYTD | Year 1 | Year 3 | Year 5 |
| Income Trust | 0.66 | -0.89 | 0.35 | 0.95 | 3.37 | 4.66 |
| Benchmark | 0.05 | 0.22 | 0.83 | 1.12 | 1.63 | 1.80 |
| Objective | – | – | – | – | 2.63 | – |
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