Choosing an investment option
At CCI Asset Management, we have three investment options for you to choose from: Catholic Values Trust, Income Trust and Individually Managed Accounts. Those who decide on an Individually Managed Account will have a bespoke portfolio created for their specific needs.Our expert team will help you decide which asset classes and investment options are right for you based on the short- and long-term requirements of your organisation. And, whatever your choices, you can rest easy in the knowledge that each company we invest in has been through our rigorous screening process to ensure they align with Catholic values.Please note, our investment options are only available to Church organisations. The minimum investment for Individually Managed Accounts is $10 million.
The processes for investing in our two Trusts and Individually Managed Accounts differ slightly. Both are simple though and, whichever you choose, our team will always be there to help. For now, though, here’s an overview of what’s involved with each investment option.