Overview

Crescent Wealth offers investment opportunities in Australian shares that are managed ethically, in accordance with Islamic investment principles. Our fund invests in shares that are listed on the Australian Securities Exchange. The fund does not invest in private opportunities.

The Product

The Crescent Wealth Australian Equity Fund is available to retails investors in Australia and invests in shares listed on the Australian Securities Exchange.

The Investment Team

Crescent Wealth has appointed a leading investment manager to manage the Crescent Wealth Australian Equity Fund. The investment manager is 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.

The investment manager’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 the investment manager’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, the investment manager’s portfolios, whilst investing in the index leaders, may be underweight this market segment. The investment manager believes following such a strategy will achieve its objective of delivering superior returns over the longer term.

Who should invest?

The fund is suitable to those wanting to invest in Australian shares with a professional and leading investment management team. Investors can invest directly, through self-managed super funds, family trusts as well as corporate entities.

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Australian Equities
Recommended investment Timeframe 3 – 5 years
Distributions Paid bi-annually
Base Management Fee 1.7938% p.a.
Performance Fee 10.25% of the amount (if any) (before fees) exceeds 6.7938% per annum
Minimum Initial Investment $5,000
Minimum Additional Investment Additional $200
Minimum Withdrawal Minimum withdrawal: $1000.Must be all if Balance
is less than $2000.
Liquidity (how quickly can you withdraw your funds) 3 – 5 days redemption period
Registration ID ARSN:147384263, ABN:54112297894
International Securities Identification Number (ISIN) AU60CFL00025

To begin your investment journey with us, simply put your details below and one of our Relationship Managers will be in touch with you shortly to guide you through making an investment.

Place of Residence?
 NSW VIC QLD SA WA NT TAS International

I’d like to invest in:

 Property Australian Shares International Shares Islamic Cash Fund