Q2 2025 Catholic Values Trust & Income Trust Update – with David Chen, Portfolio Manager
In this quarterly update, David Chen recaps the Q2 2025 performance and breaks down the market conditions driving results across both trusts. He covers equity strength, falling bond yields, and resilient credit spreads, explaining how the portfolio is positioned defensively while remaining adaptable to near-term developments.
🔍 Topics covered:• Q2 performance across both funds• Impact of tariffs, inflation trends, and equity rallies• Portfolio positioning across equities and fixed income• Key reasons to invest in the Catholic Values Trust and Income Trust
More 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 fund 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 Product Disclosure Statement 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/.
