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 Performance0.533.342.0911.638.808.108.86
Performance (Net of Fees)0.483.171.9710.938.107.408.16
Objective0.521.571.058.348.166.476.02

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

Income Trust Performance

%MonthQuarterFYTD Year 1 Year 3 Year 5
Gross Performance0.502.351.378.434.113.92
Performance (Net of Fees)0.442.181.267.783.463.27
Objective0.451.230.914.322.242.24

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

Annual Accounts

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