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
Gross Performance	-2.48	4.64	5.23	-2.89	5.59	7.51
Performance (Net of Fees)	-2.53	4.46	4.88	-3.59	4.89	6.81
Objective	0.85	2.57	5.17	10.78	7.01	6.12

# As at 31st of December 2022. All returns are net of fees and yearly returns are annualized.

%	Month	Quarter	FYTD	Year 1	Year 3	Year 5
Gross Performance	2.90	3.45	5.20	4.05	3.24	4.18
Performance (Net of Fees)	2.84	3.28	4.88	3.40	2.59	3.53
Objective	0.34	1.00	1.68	2.28	1.55	2.01

# As at 31st of December 2022. All returns are net of fees and yearly returns are annualized.

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