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Cromwell’s heritage lies in the creation of property investment products. Property investment is experiencing a renaissance in the current low interest rate environment, and Cromwell is well positioned to give investors an exposure to high quality, non-residential assets.
Cromwell has established a comprehensive product suite offering a range of investment products with various levels of exposure to listed and unlisted property.
The most diversified product is the Cromwell Australian Property Fund (APF) which provides access to Cromwell’s listed and unlisted property expertise, all in one fund.
Delivering the APF’s listed property exposure is the Cromwell Phoenix Property Securities Fund (PSF) which holds a portfolio of ASX-listed property securities. The portfolio is actively-managed by Phoenix Portfolios whose consistent strong performance has earned the fund numerous awards and accolades. The PSF is now closed to new investors, and can only be accessed through the Cromwell Australian Property Fund.
The Cromwell Direct Property Fund (DPF) is an access point to a diversified portfolio of high quality direct unlisted property. It provides the APF with its allocation to unlisted property. The DPF property portfolio comprises exposure to each of Cromwell’s existing and future Property Trust products.
The foundation of Cromwell’s unlisted direct property investments are the Property Trusts. Each Property Trust provides investors with exposure to a single asset (or in some instances, a small portfolio of assets) for a fixed initial investment term. The assets are predominantly underpinned by long term leases to Government and other blue chip tenants. Each Property Trust has a finite number of units and is closed to new investment once a maximum subscription level is achieved. With no exposure to the vagaries of the sharemarket and offering monthly income distributions, these ‘back to basics’ Property Trusts are highly sought after by investors seeking peace of mind.
Important: Any investment, including in the above mentioned products and entities, is subject to risk. Capital growth, distributions and tax consequences cannot be guaranteed. If a risk eventuates, it may result in reduced distributions and/or a loss of some or all of the capital value of your investment. Examples of key risks include: construction risk, property risk, liquidity risk and economic and market risk. See the product disclosure statement for further details.