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 1.26 3.76 2.03 11.40 7.35 7.13
Benchmark 1.68 5.13 3.06 12.75 8.58 8.63
Objective – – – – 4.65 4.80

# 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 0.60 3.59 0.86 5.73 6.82 5.74
Benchmark 0.17 0.51 0.36 1.85 1.94 2.20
Objective – – – – 2.94 –

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

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