Catholic Values Trust & Income Trust September Quarter 2025

September Quarter 2025 Catholic Values Trust & Income Trust Update – with David Chen, Portfolio ManagerIn this update, David Chen, Portfolio Manager of both Trusts recaps September Quarter 2025. The Catholic Values Trust and Income Trust delivered robust September quarter returns of 3.31% and 2.14% respectively, supported by global market gains and policy easing following a US rate cut. Portfolios remain defensively positioned but flexible, balancing downside protection with readiness to capture opportunities as inflation stabilises and the soft-landing outlook continues.🔍 Topics covered:• September Quarter 2025 performance across both funds• Portfolio positioning across equities and fixed income• Key reasons to invest in the Catholic Values Trust and Income TrustMore information about the Catholic Values Trust: ⁠https://sghiscock.com.au/fund/catholic-values-trust/⁠⁠⁠⁠More information about the Income Trust: ⁠https://sghiscock.com.au/fund/income-trust/⁠⁠⁠⁠Follow us on LinkedIn: ⁠⁠⁠⁠⁠https://www.linkedin.com/company/sg-hiscock-company/⁠⁠⁠⁠⁠⁠*This Tust update has been prepared by SG Hiscock & Company (SGH) to provide general information only and is not intended to take the place of professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Equity Trustees is the responsible entity for the Catholic Values Trust and the Income Trust. Neither SGH, Equity Trustees, nor any of its related parties provide any warranty of accuracy. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Information Memorandum before making a decision about whether to invest in this product. Follow the link for the full disclaimer: ⁠⁠https://sghiscock.com.au/podcast-disclosures-and-disclaimers/⁠⁠.