Australian shares

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 fund

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

Investment methodology

Crescent Wealth has appointed leading investment managers to manage the Crescent Wealth Australian Equity Fund. The investment managers 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.

The investment philosophy is based on long term investments and a dual focus on after-tax returns. Central to the 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. The investment managers believe 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.

Crescent Wealth Australian Shares

Minimum Investment TimeframeMinimum Additional Investment
3-5 YearsAdditional $5,000
DistributionsMinimum Withdrawal
Paid bi-annually$1000. Must be all if Balance is less than $100,000.
Management FeeLiquidity (how quickly can you withdraw your funds)
1.7938% p.a3-5 days redemption period
Performance FeeRegistration ID
10% of the amount (if any) (before fees) exceeds its benchmark*ARSN:148080942, ABN:59480426296
BenchmarkInternational Securities Identification Number (ISIN):
The Benchmark is set as 50% of the Small Ordinaries Accumulation Index (XSOAI) and 50% of the Bank Bill rate (SBCBB). This Benchmark will be subject to a six-monthly review.AU60CFL00025
Minimum Initial Investment
$100,000

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