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 | -0.05 | -3.61 | -2.35 | 1.22 | 5.47 | 4.95 |
| Benchmark | -0.65 | -4.96 | -2.35 | 1.47 | 6.08 | 6.35 |
| Objective | – | – | – | – | 4.69 | 4.70 |
Income Trust Performance
| Performance | ||||||
|---|---|---|---|---|---|---|
| % | Month | Quarter | FYTD | Year 1 | Year 3 | Year 5 |
| Income Trust | 0.16 | 0.01 | 1.39 | 5.12 | 6.17 | 5.31 |
| Benchmark | 0.15 | 0.48 | 0.99 | 1.92 | 1.91 | 2.15 |
| Objective | – | – | – | – | 2.91 | – |
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