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 -3.85 -1.72 3.30 9.24 8.63 5.94
Benchmark -3.78 -1.84 3.13 9.34 8.38 6.58
Objective – – – – 4.90 4.81

# 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 -0.09 0.33 1.16 2.50 3.95 4.92
Benchmark 0.08 0.23 0.68 1.30 1.68 1.85
Objective – – – – 2.68 –

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

News

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