Crescent Wealth offers investment opportunities in Australian shares that are managed ethically, in accordance with Islamic investment principles. Our fund invests in shares that are listed on the Australian Securities Exchange. The fund does not invest in private opportunities.
The Crescent Wealth Australian Equity Fund is available to retail and wholesale investors. The fund invests in shares listed on the Australian Securities Exchange.
Crescent Wealth has appointed leading investment managers to manage the Crescent Wealth Australian Equity Fund. The investment managers are responsible for the investment of the whole portfolio of assets in shares and securities of entities listed on the Australian Stock Exchange which meet Islamic investment principles.
The investment philosophy is based on long term investments and a dual focus on after-tax returns. Central to the philosophy is a belief that companies in the emerging and delivering phases of their development will deliver superior risk adjusted returns to their more mature counterparts. The investment managers believe following such a strategy will achieve its objective of delivering superior returns over the longer term.
Who should invest?
The fund is suitable to those wanting to invest in Australian shares with a professional and leading investment management team. Investors can invest directly, through self-managed super funds, family trusts as well as corporate entities.
Crescent Wealth Australian Shares
|Minimum Investment Timeframe||Minimum Additional Investment|
|3-5 Years||Additional $5,000|
|Paid bi-annually||$1000. Must be all if Balance is less than $100,000.|
|Management Fee||Liquidity (how quickly can you withdraw your funds)|
|1.65% p.a||3-5 days redemption period|
|Performance Fee||Registration ID|
|15% of the amount (if any) (before fees) that exceeds the benchmark*||ARSN:148080942, ABN:59480426296|
|Benchmark||International Securities Identification Number (ISIN):|
|The Benchmark is set as the S&P/ASX All Ordinaries Accumulation Index. This Benchmark will be subject to a six-monthly review.||AU60CFL00025|
|Minimum Initial Investment|
#1 Best Performing Islamic Equity Fund in the World.
(Bloomberg - September 2013 Quarter. Crescent Australian Equity Fund)
#1 Best Performing Australian Equity Fund in Australia.
(Morningstar - September 2013 Quarter. Crescent Wealth Australian Equity Fund)
#1 Best Performing Property Fund in Australia.
(Morningstar - June & September 2013 Quarters. Crescent Wealth Diversified Equity Fund)
#1 Best Performing International Equity Fund in Australia.
(Morningstar – September 2014 quarter. Crescent Wealth International Equity Fund)
#2 Best Performing Property Fund in Australia for the Fin. Year.
(Morningstar - 2013-14 Financial Year. Crescent Wealth Diversified Property Fund).
#5 Best Performing Australian Equity Fund in Australia for the Fin. Year.
(Morningstar - 2013-14 Financial Year. Crescent Wealth Australian Equity Fund).
#10 Best Performing International Equity Fund in Australia for the Fin. Year.
(Morningstar – 2013-14 Financial Year. Crescent Wealth Australian Equity Fund)
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