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 5Year 7
Gross Performance-1.72-3.13-1.636.507.558.058.39
Performance (Net of Fees)-1.78-3.30-1.865.806.857.357.69
Objective0.641.942.598.148.246.626.11

# As at 31st of October 2023. All returns are net of fees and yearly returns are annualized.

Income Trust Performance

%MonthQuarterFYTD Year 1 Year 3 Year 5
Gross Performance0.141.402.288.924.203.88
Performance (Net of Fees)0.091.242.068.273.553.26
Objective0.421.291.754.612.462.31

# As at 31st of October 2023. All returns are net of fees and yearly returns are annualized.

Annual Accounts

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