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 1.98 3.57 2.52 2.60 8.22 7.27
Benchmark 1.87 3.23 2.31 1.47 7.35 7.03
Objective – – – – 3.53 3.93

# 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 0.19 1.31 0.75 1.98 4.14 5.69
Benchmark 0.01 0.03 0.02 0.60 1.44 1.66
Objective – – – – 2.44 –

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

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