Values investing
Church Owned
Tax Effective
confidence
Value for Money

Catholic Values Trust Performance

Performance
% Month Quarter FYTD Year 1 Year 3 Year 5
Catholic Values Trust -0.94 -0.39 0.91 3.12 7.91 8.49
Benchmark -0.95 -0.62 -0.19 1.89 6.48 7.06
Objective 0.96 2.89 8.52 9.05 6.13 5.58

Income Trust Performance

Performance
% Month Quarter FYTD Year 1 Year 3 Year 5
Income Trust -0.42 -0.71 0.36 0.78 2.33 3.77
Benchmark 0.03 0.02 0.05 0.05 0.36 0.97
Objective 0.11 0.27 0.96 1.04 1.36 1.96

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