Real returns
At Cromwell Funds Management (CFM) we aim to build investor wealth through the careful selection, acquisition and management of secure income-producing commercial properties and portfolios.
So you can make time for what really matters.
We provide investors with access to a range of quality, income-producing property investment options.
About us
Real expertise
In addition to our 23 years of funds management experience, we use the in-depth knowledge and capabilities of Cromwell Property Group’s (ASX:CMW) property team to maximise the performance of our unlisted funds, as well as the knowledge-based edge provided by the rigorous research process of Phoenix Portfolios to outperform across each of our listed funds.
Real assets
Our suite of funds offers exposure to commercial property throughout Australia either directly via our unlisted investment opportunities or via an investment in listed property securities which hold underlying investments in assets across all commercial property sectors.
Our open Funds
Cromwell Direct Property Fund
Total returns since inception (August 2013)
9.7%1
As at 31 March 2022
Key benefits
- Limited monthly withdrawal opportunity2
- Exposure to a diversified portfolio of quality assets underpinned by Government and blue-chip tenants
- Regular, reliable tax-advantaged income stream with a strong yield3
Cromwell Phoenix Property Securities Fund
Total returns since inception (April 2008)
9.0%1
As at 31 March 2022
Key benefits
- Access to boutique investment manager, Phoenix Portfolios
- Long-term outperformance of the Benchmark Index1
- Research philosophy enables the Fund to diversify its exposure and gain a bigger slice of smaller, more attractively priced stocks
Subscribe to our latest property and investing insights and news
Insight Magazine
On registration, we will send you the latest edition of Cromwell's Insight which provides our view of the Australian property market, economic landscape, industry trends, news and education on a monthly basis. We also share our achievements and report on the progress of each of our investment opportunities.
Contact us
Jonathan Bredin
Relationship Manager
Jonathan has 20 years’ experience in equities markets and investing. He is responsible for maintaining relationships with Cromwell’s direct retail investors.
1300 268 078
invest@cromwell.com.au
