Category
Income Trust & Catholic Values Trust
Blog categories
Catholic Values Trust & Income Trust update – September Quarter 2026
In this September 2026 quarterly update, Portfolio Manager David Chen discusses the performance of the Catholic Values Trust and Income Trust, key market developments and how both Trusts are positioned…ctadic22 October, 2026Catholic Values Trust & Income Trust update – June Quarter 2026
In this quarterly update, David discusses the strong June quarter for the Trusts.Brent Tuckerman20 July, 2026Catholic Values Trust & Income Trust update – March Quarter 2026
Catholic Values Trust & Income Trust update: March Quarter 2026 In this update, David Chen, Portfolio Manager of both the Catholic Values Trust and Income Trust, outlines how rising inflation,…Brent Tuckerman21 April, 2026Catholic Values Trust & Income Trust update – September Quarter 2025
In this update, David Chen, Portfolio Manager of both the Catholic Values Trust and Income Trust, recaps September Quarter 2025. The Catholic Values Trust and Income Trust delivered robust September…Brent Tuckerman28 October, 2025Catholic Values Trust & Income Trust update – Q2 2025
In this Income Trust & Catholic Values Trust update, David Chen discusses Q2 2025 performance, portfolio shifts, and the trust’s values-based investing philosophy.Brent Tuckerman25 July, 2025Steady in Uncertain Times: A Values-Driven Approach
David Chen details the March quarter was very volatile amid growing uncertainty on the impact of US President Donald Trump’s Tariffs on the global economy. Things kicked off on a…Brent Tuckerman9 April, 2025
Resilience and flexibility amid economic uncertainty
David Chen, Portfolio Manager, Catholic Values Trust and Income Trust December 2024 Quarter Update Performance Overview It’s been an eventful but fantastic quarter, with several key factors driving Catholic Values…Brent Tuckerman5 February, 2025
