Update - 13 January 2009

Please note that the acceptance of all applications and withdrawals for the Cromwell Property Fund is currently suspended, due to increasing uncertainty around property valuations.  Whilst applications and withdrawals are suspended unit prices will not be calculated.  For further details please click here.

Introduction

The Cromwell Property Fund (CPF) is a diversified, open-ended, unlisted property fund and aims to provide tax deferred1, monthly distributions from a $385 million and growing Australian property portfolio.

Investment Strategy

The Fund contains 11 properties across 5 States and Territories and will acquire additional assets which we believe will allow the Fund to continue to provide investors with stable monthly distributions, tax deferred1 income and, wherever possible, also create an opportunity to deliver capital growth potential.4

Features

  • Blue chip tenants

    107 tenants with 86% of gross rental income coming from Government or blue chip tenants and a 4.4 year weighted average lease term.3

  • Investment Diversity

    The CPF contains 11 non-residential properties across 5 Australian States and Territories valued at $385 million.3

  • Potential for capital growth4

 

experienced Fund Manager


Cromwell is an Australian owned property investment company with a proven track record of developing high quality, high yielding investment products.

With investor returns relying on the continued occupancy and improvement of the portfolio, Cromwell is committed to internal property management for its $1.6 billion assets under management.

Notes

1. The proportion of distributions that are tax deferred is dependent on a number of factors (for example building amortisation and depreciation of plant and equipment) and will vary from year to year. Deferred tax may be payable, in whole or in part, on the sale, transfer or redemption of units in the CPF (ARSN 119 080 410).
2. Past performance is not an indication of future performance.
3. Figures at 30 June 2009.
4. Capital growth is not guaranteed.


Units in the CPF are issued by Cromwell Property Securities Limited (ABN 11 079 147 809, AFSL 238052). Application for units can only be made on the application form in the Product Disclosure Statement (PDS).  This information has been prepared without taking into account your objectives, financial situation or needs. Therefore, in deciding whether to acquire or continue to hold an investment in CPF, you should consider the PDS and assess, with (or without) your financial or taxation advisor, whether the product fits your objectives, financial situation or needs.


Links

 


 

Hardship policy & form


This content has been prepared without taking account of your objectives, financial situation or needs. In deciding whether to acquire or continue to hold an investment you should consider the Product Disclosure Statement (PDS) available from Cromwell and assess, with (or without) your financial adviser, whether products fit your objectives, financial situation or needs.