How to switch your investment option

We understand that your retirement goals may change, and as a result you may need to change your investment option. 


Switch anywhere… anytime

Crescent Wealth offers four Islamically-compliant investment options. Each provides the opportunity to invest in a variety of global and domestic markets, asset classes and investments; and each has a different investment return objective, time frame, risk, and timing strategy.

Choosing the option that’s right for you brings you a step closer to ensuring your super is invested according to your Islamic values. At Crescent Wealth this is a simple process that can take as little as 3 minutes. 

How to switch your investments

Switching your investments is easy. Firstly, it’s important to understand the investment objective of the fund, including its risk level and target allocation, and in making your decision whether that Crescent investment option is right for you. 

Once you are comfortable you have two options


Are there any fees and charges in switching?

No there are no fees or charges involved in switching your investment and you can switch your investment option at anytime. 

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