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 2.42 3.71 5.11 18.50 10.33 7.66
Benchmark 2.57 3.71 5.06 17.60 10.29 8.70
Objective – – – – 4.79 4.68

# 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 0.15 0.33 0.82 3.17 4.21 5.03
Benchmark 0.08 0.25 0.45 1.58 1.75 1.95
Objective – – – – 2.75 –

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

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