Making more for the mission

20 years on

Explore our work

  • Individually managed accounts

    A bespoke investment portfolio that aligns with the Catholic Values Investment policy.
  • Catholic Values Trust

    Diversified, long term, socially responsible investing, based on Catholic Values Investment policy.
  • Income Trust

    High Yielding, medium-term, socially responsible investing, based on a Catholic Values Investment policy.

How can we help

  • Forms

    Need to make a change to your Trust? Simple, just use one of the forms below.
  • About CCI Asset Management

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

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

Catholic Values Trust Performance

%MonthQuarterFYTD Year 1 Year 3 Year 5
Gross Performance-2.484.645.23-2.895.597.51
Performance (Net of Fees)-2.534.464.88-3.594.896.81
Objective 0.85 2.575.1710.787.016.12

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

Income Trust Performance

%MonthQuarterFYTD Year 1 Year 3 Year 5
Gross Performance 2.903.455.204.053.244.18
Performance (Net of Fees) 2.843.284.883.402.593.53
Objective 0.341.001.682.281.552.01

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

Annual Accounts

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