Financial Advisors > For Advisors

The Crescent Wealth managed funds and the Crescent Wealth Superannuation Fund are available through over 1,000 Financial planners across Australia.


What financial professionals are saying…

Amir Attia,
Director, AFS Accounting

“A truly professional organisation to deal with in every aspect”

George Rahhal,
Financial Advisor, Patron

“Crescent Wealth is a great, easy to use service and a true testament for what they stand for. 5 stars”

Mamun Rashid,
Public Accountant & SMSF Auditor, NextZen

“Crescent Wealth presents a great opportunity, is run by highly professional teams in every level of the firm and has a bright future ahead.”

Sekou Seasay Testimonial

Sekou Seasay,
Private Wealth Adviser and Shariah Investment Specialist, Frontier Wealth Advisers Pty Ltd

“Crescent Wealth not only makes Islamic investing possible, but provides strong investment opportunities not easily accessible in a Shariah compliant way.”

Sulieman Ravell,
Financial Advisor, Wealth Focus

“I see the opportunity for Crescent Wealth funds for all Australians, with one of the key benefits being that they don’t invest in banks.”


If you represent a financial planning group and would like to know more about Crescent Wealth’s products, contact our distribution team today:

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02 9696 9800

Our Fund Managers

The Crescent Wealth managed funds and the Crescent Wealth Superannuation Fund are available through over 1,000 financial planners accross Australia. If you represent a financial planning group and would like to know more about Crescent Wealth’s products, please contact our distribution team on 02 9696 9800 or by email at info@crescentwealth.com.au

  • Portfolio Managers of the Australian Equity Fund

    Crescent Wealth has appointed DMP Asset Management (DMP) to manage the Crescent Wealth Australian Equity Fund. DMP 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.

    DMP’s investment philosophy is based around long term investment, and a dual focus on after-tax returns and the absolute risk of investee companies not meeting expectations. Central to DMP’s 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. As a result, DMP’s portfolios, whilst investing in the index leaders, may be underweight this market segment. DMP believe following such a strategy will achieve its objective of delivering superior returns over the longer term.

    SIGMA
    APIR Code: CFL0002AU Licence or ID: ARSN 147 384 263 ABN: 64 112 297 894 View Latest Performance

  • Portfolio Manager of the International Equity Fund

    We have appointed Saturna Sdn Bhd, a wholly owned subsidiary of US based investment manager Saturna is a value-based global equity manager established in the mid-s with a proven track record of strong performance in Islamic international equities. Saturna has been recognised as a premier Islamic fund manager with their Amana funds awarded numerous Lipper Fund Awards and Failaka Best Global Islamic Equity (and Global Equity) Awards over the - period. Saturna’s strong performance has appealed to investors broadly in the US where up to % of their investors are not aliated with the Islamic faith. At the end of December , Saturna managed US$. billion in funds and their Amanah funds were rated by  Star by Morningstar. saturnacapital
    APIR Code: CFL0008AU Licence or ID: ARSN 154 620 943 ABN: 69 858 738 424 View Latest Performance

  • Portfolio Manager of the Property Fund

    Freehold have an experienced team and a proven track record in establishing and managing AREITs, listed infrastructure and direct property funds in the retail/high net worth investor and institutional / wholesale segments. Their philosophy is that both listed and unlisted markets are inefficient and that there is the opportunity to generate excess returns by capitalizing on these inefficiencies. The Freehold investment team is made up of highly regarded ex Goldman Sachs property investment managers. fim
    APIR Code: CFL0006AU Licence or ID: ARSN 148 080 942 ABN: 59 480 426 296 View Latest Performance

  • Portfolio Managers of the Cash & Fixed Income Fund

    The fund’s deposits are invested with CIMB Islamic, a multi-award winning, global Islamic banking and finance services franchise of CIMB Group.

    CIMB are the fifth largest banking group in ASEAN, offering innovative and comprehensive Shariah-compliant financial solutions in investment banking, consumer banking, asset management, private banking and wealth management in 17 countries across ASEAN, Asia and beyond.

    CIMB Islamic products and operations are managed in strict compliance with Shariah principles under the guidance of the CIMB Islamic Shariah Committee, which comprises the world’s leading Islamic scholars.

    HSBCBLME
    APIR Code: CFL0003AU Licence or ID: ARSN 155 403 142 ABN: 13 994 296 635 View Latest Performance


Platforms

Financial planning groups and platforms that currently have Crescent Wealth products on their Approved Product List:

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