Throughout this past year there has been considerable economic, social and political volatility. Headwinds such as geopolitical tensions, supply chain disruptions and fears around inflation, while cost of living and interest rates have been, and continue to be, significant factors.
Pleasingly for Crescent Wealth customers, your super fund* will see competitive returns that are higher than the industry average and better than faith-based fund Hejaz Global Ethical, Australian Ethical Balanced Accumulation and AustralianSuper Balanced Option. (Source: F.E Analytics as at 30 June 2022).
While it is important to remember that any wealth building strategy needs to be viewed over the longer-term, and especially during periods of market volatility, it is great to provide our members with competitive returns that are above the industry average.
We believe a major reason for this result is that we remain committed to our investment strategy as one that is ethical and promotes Islamic investment principles by actively avoiding industries such as gambling, alcohol, tobacco, weaponry and interest-earning organisations.
We steadfastly remain focused on profitable, asset-based investments that contribute to the advancement of community, and we continue to favour investing with like-minded companies providing solutions to key environmental, social and governance challenges.
When the inevitable rebound occurs and as more companies realise the benefits of an ethical and faith-based approach to personal wealth, authentic and experienced investors like Crescent Wealth will be in the box seat to continue our unwavering commitment to our valued customers.
Find out more about our investment strategies
*Based on the Crescent Wealth Super Balanced Option
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Head of Product & Operations
Mas Johan Harris joined Crescent Wealth in October 2013 as its Head of Product & Operations. He has over 20 years’ experience in Funds Management working both in Australia and internationally. Starting his career with AMP in Sydney, he then built upon this with experience working with large global managers like Royal & Sun Alliance and Barclays Capital in London. Before joining Crescent Wealth, he spent an extended period in Malaysia with KAF Investment Bank helping to build up their Funds Management business.