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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

5.1%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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City landscape in a sunny day
Cromwell Phoenix Property Securities Fund

7.8%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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Planet Earth with dots showing connection between different countries
Cromwell Phoenix Global Opportunities Fund

10.5%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 44, we explore our strategic initiatives in more detail – we talk to Cromwell Head of Corporate Operations Roxanne Ewing about how the business fosters an environment where staff can thrive; examine the office flight to quality by looking at Sydney as a case study; shine a light on Australia's housing battle; and more.

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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.

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 the finalisation of half year accounts. Investors should not rely on the Fund’s unit price during this period until the process is complete.
  2. As at 31 January 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.
  3. As at 31 January 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.
  4. As at 31 January 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.
  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.