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About Cromwell Funds Management

At Cromwell Funds Management (CFM), we aim to build investor wealth through the careful selection, acquisition and management of real income-producing commercial properties and portfolios.

Our suite of funds offers access to unlisted property trusts, ASX-listed Real Estate Investment Trusts (A-REITs) and internationally listed small cap securities, providing different methods of investing in commercial property and diversifying your portfolio. Learn more about us.

Our open funds

Cromwell Funds Management 100 Creek Street Brisbane building
Cromwell Direct Property Fund

3.8%1
Total Returns p.a
Since inception (August 2013)

Key Benefits

  • Regular, monthly distributions with potential for tax-deferred income4
  • Exposure to a diversified portfolio of quality assets
  • Portfolio underpinned by government and blue-chip tenants
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Cromwell Phoenix Property Securities Fund

8.6%2
Total Returns p.a.
Since inception (April 2008)

Key Benefits

  • Access to award-winning investment manager, Phoenix Portfolios
  • Long-term outperformance of the Benchmark Index2‚5
  • Wider investment universe allows diversification outside benchmark, helping to maximise returns
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Cromwell Phoenix Global Opportunities Fund

12.3%3
Total Returns p.a.
Since inception (December 2019)

Key Benefits

  • Diversification across multiple geographic jurisdictions
  • Exposure to an area of global capital markets that has little or no broker research coverage
  • Fees only paid when your investment increases in value
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Latest Insight Magazine

In this edition, we meet the Cromwell Funds Management (CFM) Board and learn how they are steering that business forward; and examine part of Cromwell’s The Essential Guide to Investing in Unlisted Property. We inspect 545 Queen Street Brisbane in detail; hear from Fund Manager Kerry Tickle on how CFM’s funds are maintained; and provide fund and market updates.

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Real expertise

We recently sat down with our experts in our “Real Expertise” series, where they discuss how we strive to provide investors with sustainable income by leveraging our combined expertise. Our experts cover topics such as understanding investor needs, leveraging data, adapting to market demands, delivering financial returns while reducing environmental impacts, and finding undervalued securities.

Hear what our experts have to say
Want to learn more about investing in property?

Information on commercial property investing, plus the latest industry research and insights, are available on our learn page to help you start planning your investment journey.

View learn page

Contact us

Contact Information
Jonathan Bredin Relationship Manager

Jonathan has 20 years’ experience in equity markets and investing. He is responsible for maintaining relationships with Cromwell’s direct retail investors.

T: 1300 268 078
E: jonathan.bredin@cromwell.com.au

 Book a meeting with Jonathan

Footnotes

  1. As at 30 September 2024. After fees and costs. Performance data for periods longer than one year have been annualised. Past performance is not a reliable indicator of future performance.
  2. As at 30 September 2024 (PSF – Ordinary Units). After fees and costs. Performance data for periods longer than one year have been annualised. Past performance is not a reliable indicator of future performance.
  3. As at 30 September 2024. After fees and costs. Performance data for periods longer than one year have been annualised. Past performance is not a reliable indicator of future performance.
  4. Capital growth, distributions and tax consequences are not guaranteed and are subject to the assumptions and risks contained in the PDS. Past performance is not a reliable indicator of future performance.
  5. S&P/ASX300 A-REIT Accumulation Index.