CCI Asset

Making more for the mission

20 years on

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

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FAQs

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Forms

Need to make a change to your Trust? Simple, just use one of the forms below.

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About CCI Asset Management

The CCI Asset Management Trusts are only available to those entities within and associated with the Catholic Church

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Contact us

The CCI Asset Management Trusts are only available to those entities within and associated with the Catholic Church.

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Complaints

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%	Month	Quarter	FYTD	Year 1	Year 3	Year 5	Year 7
Gross Performance	2.14	5.83	11.76	14.56	9.01	9.26	9.20
Performance (Net of Fees)	2.08	5.65	11.23	13.86	8.31	8.56	8.50
Objective	0.44	1.33	4.64	6.25	8.11	6.71	6.11

# As at 31st March 2024. All returns are net of fees and yearly returns are annualized.

%	Month	Quarter	FYTD	Year 1	Year 3	Year 5
Gross Performance	0.59	1.77	5.43	7.42	4.80	4.20
Performance (Net of Fees)	0.54	1.61	5.00	6.77	4.15	3.55
Objective	0.45	1.34	4.01	5.13	3.06	2.39

# As at 31st March 2024. All returns are net of fees and yearly returns are annualized.

For a copy of the Annual Accounts, please contact us.