CCIAM Individual Managed Accounts

Access your individual account Catholic Values Trust Income trust

Delivering specialist investment management designed for faith-based investors.

Objective

To create a bespoke investment portfolio that aligns with your specific values, and/or the Catholic Values Policy, that seeks opportunities while managing risk in line with your risk/return preferences.

Investor profile

Individual Managed Accounts are for wholesale investors with at least $500,000 to invest who are seeking a bespoke investment portfolio tailored to meet their specific needs.

Investment philosophy

In addition to the Indexed approach with which investors are familiar, our investment team employs an active management process in respect of tactical asset allocations. The investment team monitors and reviews Individual Managed Accounts continuously to ensure ongoing performance and risk management are aligned to the individual return/risk preferences in your mandate.

Catholic Values Policy

For non-indexed strategy holdings, investments must first qualify on investment fundamentals before they are screened for compliance with your specific values and/or the Catholic Values Policy. Global equities and property assets are invested via existing wholesale listed and unlisted Trusts. Therefore, the application of the Policy within these asset classes is on a ‘best fit’ basis, minor residual exposure to restricted activities may be present.

Who can invest?

Individual Managed Accounts are available to all wholesale investors.

These bespoke accounts suit investors wishing to ensure their investments are managed in line with Catholic values, and any other specific requirements they have of their investments.

The minimum initial investment amount is $500,000.

The Individual Managed Account Process

SGH takes the time to understand your unique situation, such that your portfolio embodies responsible investing principles, consistent with your financial goals and ethical framework.

We consider factors like your need for growth, income, or capital preservation, and how you wish to balance risk against return. Only when we have the complete picture do we present a proposed mandate for your investment strategy. Your portfolio is then tailored to your specific set of requirements. This is a genuinely bespoke service producing tailored portfolios for each client.

We base all our investment decisions on an analysis of economic and market fundamentals, seeking to deliver superior risk-adjusted returns.

The ongoing management of portfolios involves the assessment of a number of key factors such as interest rates, global market influences, other macroeconomic data, and how these factors may impact the future expected return and volatility of your investment strategy.

We take care of the day-to-day management of your investment and make all investment decisions on your behalf, in a manner consistent with your mandate. This allows us to take advantage of investment opportunities as they arise.

We also have a comprehensive risk management process which runs parallel with our investment management processes. This assists us in managing risks through the investment cycle.

Our Specialists