Crescent Wealth offers a diverse range of investment opportunities in direct and indirect property that are managed ethically, in accordance with Islamic investment principles. The Property Fund invests in property trusts that are listed on the Australian Securities Exchange as well as direct properties across Australia.
The Crescent Wealth Property Fund is available to retail and wholesale investors. It invests in property trust securities listed on the Australian Securities Exchange as well as direct properties across Australia.
Crescent Wealth has appointed leading investment managers to manage the Crescent Wealth Property Fund. The Investment teams are made up of highly regarded property investment managers with a proven track record in establishing and managing Australian property.
The philosophy is that both direct and indirect property markets are inefficient and there is the opportunity to generate excess returns by capitalizing on these inefficiencies.
Who should invest?
The fund is suitable to those wanting to invest in Australian property with professional and leading investment management teams. Investors can invest directly, through self-managed super funds, family trusts as well as corporate entities.
Crescent Wealth Property Fund
|Minimum Investment Timeframe||Minimum Additional Investment|
|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)|
|1.89% p.a||3-5 days redemption period|
|Performance Fee||Registration ID:|
|20% of the amount (if any) (before fees) that exceeds the benchmark*||ARSN:148080942, ABN:59480426296|
|Benchmark||International Securities Identification Number (ISIN)|
|S&P/ASX 300 REIT Accumulation Index||AU60CFL00066|
|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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