Investment OptionFinancial Year 1 July 2017 to 30 June 20181 Year* 5 Year*Since Inception* Cumulative
Crescent Wealth Growth Option10.0%10.0%9.0%36.6%
Crescent Wealth Balanced Option8.6%8.6%7.3%31.3%
Crescent Wealth Conservative Option5.1%5.1%4.8%20.2%

Past performance is not an indicator of future performance. Returns are after fund taxes but before account-based fees. 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.

*Performance to 30 June 2018. Inception date 12 May 2013.

Our achievements

crescent wealth achievements

#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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