High-performance Investments

The power of good. Our track record speaks for itself: Healthy returns for members.
Ethical and sustainable investments. Authentic Islamic values. 

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Investing in your future

With Crescent Wealth, there is no compromise. We’re deeply committed to achieving strong returns for members while changing the world for the better.

So, we measure our performance financially, and also ethically. Every dollar across our entire portfolio is channeled towards investments that are good for the community, good for the planet, and consistent with Islamic values and beliefs.

We actively avoid investing in industries such as gambling, alcohol, tobacco, weaponry and interest-earning organisations.

Our super fund performance

Investment Options

Financial Year 2021

01/07/2020 – 30/06/2021

Financial Year 2022

01/07/2021 – 30/06/2022

Financial Year 2023

01/07/2022 – 30/06/2023
Conservative 9.60% -0.10% 6.74%
Balanced 12.80% -0.10% 8.59%
Balanced Global  - 0.20% 10.22%
Growth 15.40% 0.20% 9.42%
 

Conservative


Financial Year 2021

01/07/2020 – 30/06/2021


Financial Year 2022

01/07/2021 – 30/06/2022


Financial Year 2023

01/07/2022 – 30/06/2023




9.60%

 


-0.10%

 


6.74%

 

Balanced


Financial Year 2021

01/07/2020 – 30/06/2021


Financial Year 2022

01/07/2021 – 30/06/2022


Financial Year 2023

01/07/2022 – 30/06/2023




12.80%

 


-0.10%

 


8.59%

 

Balanced Global


Financial Year 2021

01/07/2020 – 30/06/2021


Financial Year 2022

01/07/2021 – 30/06/2022


Financial Year 2023

01/07/2022 – 30/06/2023




-

 


0.20%

 


10.21%

 

Growth


Financial Year 2021

01/07/2020 – 30/06/2021


Financial Year 2022

01/07/2021 – 30/06/2022


Financial Year 2023

01/07/2022 – 30/06/2023




15.40%

 


0.20%

 


9.41%

 
 
Investment Options 3 Year Annualised* 5 Year Annualised*
Conservative 5.32% 3.50%
Balanced 6.98% 4.18%
Balanced Global  3.08% -
Growth 8.15% 4.93%

Conservative


3 Year Annualised*

5 Year Annualised*




5.32%

3.50%

Balanced


3 Year Annualised*

5 Year Annualised*




6.98%

4.18%

Balanced Global


3 Year Annualised*

5 Year Annualised*




3.08%

-

Growth


3 Year Annualised*

5 Year Annualised*




8.15%

4.93%

* As of 30 June 2023

The inception date for all funds is 12 May 2013, except for the Balanced Global option which has an inception date of 30 September 2020.

Returns are net of investment fees and tax, gross of administration fees. Past performance is not a reliable indicator of future performance.

Members should be aware that the returns applied to their account will depend on the investment option(s) they invest in, the period of time they were invested in the option(s), and the timing of cash flows into and out of their account.

Feel good about your choices

Together, we strive to grow your super and investment portfolio to create a brighter future for you, your family, and your community. Find out more below.

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Update

Crescent Wealth Super Annual Performance Test Failure

On 30 August 2023, APRA notified the Trustee of Crescent Wealth Superannuation Fund that three of its products had failed the annual performance test.

Read more

On 30 August 2023, APRA notified the Trustee of Crescent Wealth Superannuation Fund that three of its products had failed the annual performance test.