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 | -0.84 | -4.24 | -2.30 | 1.81 | 5.56 | 5.29 |
| Benchmark | -1.22 | -4.63 | -1.71 | 2.32 | 6.59 | 6.79 |
| Objective | – | – | – | – | 4.69 | 4.72 |
Income Trust Performance
| Performance | ||||||
|---|---|---|---|---|---|---|
| % | Month | Quarter | FYTD | Year 1 | Year 3 | Year 5 |
| Income Trust | -0.16 | 0.36 | 1.23 | 5.27 | 6.33 | 5.51 |
| Benchmark | 0.15 | 0.48 | 0.84 | 1.91 | 1.93 | 2.16 |
| Objective | – | – | – | – | 2.93 | – |
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