We focus on wealth creation for our investors. We want investors to make informed decisions and strive to provide information that helps them do so.

Cromwell Managed Funds

We encourage you to explore our website and the Cromwell-managed funds we offer. If you are interested in downloading a Product Disclosure Statement for any of our current funds click here.

Unitholder Registry

We use Boardroom Pty Limited (‘Boardroom’) to manage the unit register for each of our Cromwell-managed funds. For more information click here.

Investment Administration

You can keep your information up-to-date using the Investment Forms section, where you will find forms to make changes to your investment or personal details. Click here.