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	Year 7
Gross Performance	0.53	3.34	2.09	11.63	8.80	8.10	8.86
Performance (Net of Fees)	0.48	3.17	1.97	10.93	8.10	7.40	8.16
Objective	0.52	1.57	1.05	8.34	8.16	6.47	6.02

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

%	Month	Quarter	FYTD	Year 1	Year 3	Year 5
Gross Performance	0.50	2.35	1.37	8.43	4.11	3.92
Performance (Net of Fees)	0.44	2.18	1.26	7.78	3.46	3.27
Objective	0.45	1.23	0.91	4.32	2.24	2.24

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

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