Why choose us?
Catholic Values. Investing with an ethical screen consistent with the principles and values of the Catholic Church.
Church Owned. 100% owned by Catholic Church Insurance.
Tax Effective. Tax effective strategies tailored to the needs of our tax exempt client base.
Confidence. Build partnerships to look after the medium to long term investment needs of the church.
Value for money. Seek to support Church by providing competitively priced investment solutions.
Performance and Asset Allocation
| PERFORMANCE# | ||||||
|---|---|---|---|---|---|---|
| As at 31 March 2013 | ||||||
| % | Month | Quarter | FYTD | Year | 3 Year | 5 Year |
| Catholic Values Trust | -1.06 | 4.98 | 14.56 | 11.94 | 5.16 | 3.79 |
# All returns are net of fees and yearly returns are annualized.
Asset Allocation*
* This graph is to be used as a guide only. We recommend you seek professional advice to assist you in making the right choice of investment to suit your needs.
| PERFORMANCE# | ||||||
|---|---|---|---|---|---|---|
| As at 31 March 2013 | ||||||
| % | Month | Quarter | FYTD | Year | 3 Year | 5 Year |
| Income Trust | 2.46 | 7.37 | 14.95 | 15.97 | 10.30 | 3.12 |
# All returns are net of fees and yearly returns are annualized.
Asset Allocation*
* This graph is to be used as a guide only. We recommend you seek professional advice to assist you in making the right choice of investment to suit your needs.
Business Updates
Distribution Update
Distributions for the CCI Asset Management Income Trust and Catholic Values Trust are scheduled to be paid in mid/late January 2013. Please ensure your bank account and postal details are up to date.
