Investment Objectives

The performance objective of the Catholic Values International Equities Unit Trust is to achieve returns that match the MSCI World ex Australia Index over rolling five year periods.

Investor Profile

The Trust is for investors seeking a socially responsible approach to investing in overseas shares based on the application of Catholic Values to investment decisions without sacrificing investment returns. Investment returns will fluctuate, with the possibility of a negative return in some periods. The Trust should be viewed as an investment with a long-term investment horizon i.e. for at least five years.

Investment Policy

This internationally oriented Trust is managed in accordance with Catholic Values Trust Investment policy. The Trust invests in a diversified range of international shares that are consistent with the strategy. Positive negative and neutral screening techniques are used to identify long term sustainable investment candidates and to exclude companies with businesses that fall outside the Catholic Values Trust Investment Policy.

The assets of the Trust may be invested directly or via existing wholesale unlisted trusts. Therefore given the myriad of operational activities within large companies, the application of the policy is on a best fit basis and some restricted activities may be permitted if they are within the materiality threshold outlined in the Catholic Values Trust Investment Policy.

 Catholic Values Trust Investment Policy (PDF 115 KB)

A copy of the Catholic Values Trust Investment Policy can also be obtained by contacting CCIIM.

Advisory Committee

CCIIM has established a Catholic Values Trust Advisory Committee, which will maintain awareness on Socially Responsible Investment in relation to Catholic Values and the extent to which these are reflected in the CCIIM Catholic Values Trust Investment Policies. The committee is advisory and is conducted in line with it’s Terms of Reference. Members will be appointed by the Board of CCIIM.

Fund Managers (as at 30 November 2011)

• AMP Capital Investors
• OnePath