CCI Asset Management

A member of the SG Hiscock Group

Delivering Specialist Investment Management Services for Faith-Based Organisations

SG Hiscock Group acquired CCI Asset Management in April 2024.

SG Hiscock Group is an Australian Financial Services License (AFSL) holder, Australian Securities Investment Commission (ASIC) regulated professional funds management group with demonstrated experience and a long-standing commitment to managing assets for faith-based organisations.

We develop investment strategies and provide tailored service for the individual investment needs of faith-based entities.

In addition, we continue to offer the Catholic Values Trust (ABN 67 716 279 065) and the Income Trust (ABN 36 484 293 501) , both of which remain Registered Charities. Both Trusts are regulated by the Australian Charities and Not-for-Profits Commission (ACNC). As such, they qualify to claim franking credit refunds in their own right.

SG Hiscock Group has been a signatory to the Principles for Responsible Investment (PRI) since 2022.

CCIAM Individually Managed Accounts

A bespoke investment portfolio that aligns with the Catholic Values Policy and individual client ethical requirements and investment goals.

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Catholic Values Trust

Diversified, long term, socially responsible investment based on the Catholic Values Policy.

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Income Trust

Higher yielding, medium-term, socially responsible investment, based on the Catholic Values Policy.

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Getting started

The processes for investing in our two Trusts and Individually Managed Accounts differ slightly. Both are simple and, whichever you choose, our team will always be there to help. The following pages provide an overview of what is involved with each investment option.

Understanding Trusts

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Understanding Individual Portfolios

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Client service team

Investment Team