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-0.420.568.493.766.857.95
Performance (Net of Fees)-0.480.398.033.066.157.25
Objective 0.872.617.0110.647.376.33

# As at 28th of February 2023. All returns are net of fees and yearly returns are annualized.

Income Trust Performance

%MonthQuarterFYTD Year 1 Year 3 Year 5
Gross Performance 0.493.836.155.043.434.23
Performance (Net of Fees) 0.433.675.724.392.783.58
Objective 0.321.002.352.771.672.06

# As at 28th of February 2023. All returns are net of fees and yearly returns are annualized.

Annual Accounts

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