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 3.18 2.27 0.75 4.31 7.53 6.00
Benchmark 2.52 0.62 0.11 3.65 7.87 7.14
Objective – – – – 4.80 4.71

# 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 0.33 0.33 1.73 5.15 6.45 5.35
Benchmark 0.18 0.49 1.18 1.94 1.91 2.14
Objective – – – – 2.91 –

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

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