The Trustee For CCI Asset Management Catholic Values Unit Trust

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ABN 67716279065|Melbourne, VIC 3000|sghiscock.com.au ACNC Register →

About

The Trustee For CCI Asset Management Catholic Values Unit Trust is a large charity that serves other charities and organizations, providing investment management services with a focus on Catholic values. They offer a range of investment strategies, including Australian and global equities, property securities, and income trusts. Their approach is centered on high-conviction, active management and a commitment to empowering investors to achieve their financial goals.

Programs (2)

SGH Individual Portfolios

Bespoke portfolio management for faith-based organizations, charities, and high-net-worth individuals

CCI Asset Management

Investment management services for Catholic organizations and charities

Outcomes

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Number of clients: Over 5000

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Funds Under Management (FUM): Not specified

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Number of professionals: Over 40

ACNC Financial History

Year	Revenue	Expenses	Assets	Staff
FY2018	$4.7M	$855K	$146.5M	—
FY2017	$9.0M	$661K	$130.0M	—
2yr history	Source: ACNC Annual Information Statements

Focus Areas

Religion

Beneficiaries

OtherOther Charities

Domains

community development

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Data Sources

Enrichment: medium

Last enriched: 23 April 2026

Registered: 3 December 2012

Latest financials: FY2023

View on ACNC Register →