The start to a new year is the perfect time to disclose our performance for the 2019 calendar – and what a hugely successful year it was. Consistent growth with double-digit net returns meant our members were rewarded for their investments and can approach 2020 in high spirits.

Investment markets rebounded incredibly strongly in the first half of 2019, with the Australian and the US markets hitting record highs after falling heavily in the December 2018 quarter. That created a positive flow-on effect for the rest of the year, with the overall calendar year seeing positive returns for Growth 14.81%, Balanced 12.09% and Conservative 7.04% investment strategies.

Crescent Wealth will continue our commitment to sustainably create long-term value for our value-driven members and the broader community in 2020. We believe your retirement should reflect your invaluable contribution to society, and a level of wealth generation that speaks to responsible investment growth and a positive financial future.

As such, our investment team and culture will always be underpinned with the purpose of setting you up for long-term success, driven by our core principles of Islamic investing:

  • Investing Islamically, ethically and morally.
  • Avoiding the payment and receipt of interest.
  • Avoiding excessively uncertain or speculative investment instruments.

We look forward to providing you with even more positive investment news as the year progresses.

 

Note: Performance is shown net of investment fees. It is before administration fees, adviser commissions and tax.

More articles