General Information

Crescent Wealth Super - Growth
Crescent Funds Management (Aust) Limited
CFL0012AU
Multisector Aggressive
starstar (as at 31 Jul 2016)
Superannuation Fund
16 May 2013
$51.21 million (as at 31 May 2017)
$1.17749 (as at 30 Jun 2017)
$1.17749 (as at 30 Jun 2017)

Fund performance (30 Jun 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return -0.8 0.65 1.43 1.19 2.05 4.39 - -
Growth return -0.8 0.65 1.43 1.19 2.05 4.39 - -
Income return 0 0 0 0 0 0 - -

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return -0.71 -1.89 4.15 6.88 4.23 8.69 13.35 4.9

Asset Allocation (30 Jun 2017)

Australian Equities 0%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 100%
Asset Allocation

Objectives and Strategy

To achieve an average net return which is 4% p.a. Above inflation over rolling 5 year periods, and limit the frequency of a negative annual return to 1 in 7 years.
Invests across all major asset classes with an emphasis on long term growth assets combined with a significant exposure to income producing asset classes. Suitable for investors who are comfortable with a higher level of risk and investing for the long term.

Offer information

Minimum initial investment
Minimum additional investments

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