The foundation for the CCIIM investment offerings is a Managed Multi Fund Manager investment process under a Master Trust structure that offers both pre structured portfolios and individual sector options. Our Managed Multi Manager investment process combines fund managers to achieve:

• Efficient portfolio structuring and investment exposure
• Diversification of markets, assets and fund manager investment styles
• Reduced investment volatility

Our investment process is research driven with technical input from our asset consultant, Mercer Investment Consulting.

The investment objectives, investor profile and investment policy for each of the CCIIM trusts is outlined in the Information Memorandum and on this web site under the various fund options.

 Catholic Values Trust Investment Policy (PDF 115 KB)