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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 Fund1

7.2%2
Total Returns p.a
Since inception (August 2013)

Key Benefits

  • Regular, monthly tax-advantaged income5
  • 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

6.4%3
Total Returns p.a.
Since inception (April 2008)

Key Benefits

  • Access to award-winning investment manager, Phoenix Portfolios
  • Long-term outperformance of the Benchmark Index3‚6
  • Wider investment universe allows diversification outside benchmark, helping to maximise returns
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Cromwell Phoenix Global Opportunities Fund

8.5%4
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 Insight 43, we explore our strategic initiatives in more detail – we talk to Cromwell’s Chief Investment Officer, Rob Percy, about how Cromwell is navigating market conditions and our plans for the next 12 months; we delve into Cromwell’s new Sustainable Finance Framework; and we look at the continued evolution of office space and how we are making sure our assets continue to perform.

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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. Cromwell Direct Property Fund has temporarily suspended applications until January 2024 as the Fund’s underlying property assets are revalued. Investors should not rely on the Fund’s unit price during this period until the process is complete.
  2. As at 31 October 2023. 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 31 October 2023 (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.
  4. As at 31 October 2023. 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.
  5. Capital growth and income distributions 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.
  6. S&P/ASX300 A-REIT Accumulation Index.