InvestSMART

Crescent Wealth Super - Growth - Managed Fund (Closed)

Fund Objective
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.
Fund Strategy
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.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.42% 3.11% -7.26% -3.98% -0.28% 2.17% 2.12% -%
Growth return -1.42% 3.11% -7.26% -3.98% -0.28% 2.17% 2.12% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 3.08% 1.96% 4.77% 13.87% 13.52% 14.15% 9.34% 10.03%
As at 30 Jun 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
4.20%
Australian Equities
34.47%
International Equities
48.24%
Cash
2.33%
Property & Infrastructure
4.89%
Fixed Interest
5.88%

General Information

Fund Details
Type Description
Crescent Wealth Super - Growth
Closed
CFL0012AU
Multisector Aggressive
star (as at 30 Jun 2020)
Superannuation Fund
16 May 2013
$51.21 million (as at 31 May 2017)
$1.2642 (as at 16 Jul 2020)
$1.2642 (as at 16 Jul 2020)
Suppressed
Offer information
Type Description
Minimum initial investment
Minimum additional investments
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FAQs about the Crescent Wealth Super - Growth

The objective of the Crescent Wealth Super - Growth managed fund is 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.

The strategy of the Crescent Wealth Super - Growth managed fund is 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.

The APIR code of the Crescent Wealth Super - Growth managed fund is CFL0012AU.

Crescent Wealth Super - Growth’s total return last month was -1.42%. This was made up of a growth return of -1.42% and an income return of 0%. These returns were calculated as at 30 Jun 2020.

Crescent Wealth Super - Growth’s total return for the last three months was 3.11%. This was made up of a growth return of 3.11% and an income return of 0%%. These returns were calculated as at 30 Jun 2020.

Crescent Wealth Super - Growth’s one-year total return is -3.98%. This was made up of a growth return of -3.98% and an income return of 0%. These returns were calculated as at 30 Jun 2020.

Crescent Wealth Super - Growth’s one-year total return is 2.17%. This was made up of a growth return of 2.17% and an income return of 0%. These returns were calculated as at 30 Jun 2020.

The asset allocation of the Crescent Wealth Super - Growth managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Crescent Wealth Super - Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 May 2017, the size of the Crescent Wealth Super - Growth managed fund was $51.21 million.

The Crescent Wealth Super - Growth managed fund has an inception date of 16 May 2013.

The current entry price of the Crescent Wealth Super - Growth managed fund is $1.2642 per unit and the current exit price is $1.2642 per unit (as at 16 Jul 2020).

The current exit price of the Crescent Wealth Super - Growth managed fund is $1.2642 per unit and the current entry price is $1.2642 per unit (as at 16 Jul 2020).

The minimum initial investment amount for the Crescent Wealth Super - Growth managed fund is $0. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.