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Morningstar Fund Report

Crescent Wealth Super - Growth

Retail

Fund Report | Report generated 17 Aug 2017 |

Performance

--

Growth of $10,000

Fund
Fund: Crescent Wealth Super - Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 16 May 2013
Responsible Entity Crescent Funds Management (Aust) Limited
Fund Manager Crescent Funds Management (Aust) Limited
Base Currency $A
Net Assets $Mil
(as at 31 May 2017)
51.21
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 30 Jun 2017

APIR Code CFL0012AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 1.1775
Exit Price $ 1.1775
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (--) --
Max Management Fee pa 1.35%
Max Admin Fee pa 0.565%
Performance Fee pa
(--)
--
Max Brokerage 0.0000