Cromwell receives significant support from financial advisers throughout Australia. Cromwell's funds are available on the platforms listed below. Disclosure documents, the latest independent research reports and other adviser resources can also be found below. If you have any questions or would like to arrange a meeting, please phone the key contact in your state.
Platform Availability
Cromwell Phoenix Property Securities Fund
- AMP Personal Portfolio Service
- AMP Portfoliocare
- AMP MyNorth
- Hub 24
- Macquarie Wrap
- Netwealth
- Asgard
- BT Wrap
- Panorama
- Power Wrap
- Praemium
- uXchange
Cromwell Direct Property Fund
- AMP Personal Portfolio Service
- AMP North
- Hub 24
- Macquarie Wrap
- Netwealth
- Power Wrap
- Colonial First State (CFS) First Wrap
- Wealth O2
- AMP PortfolioCare
Key Adviser Resources
Cromwell Phoenix Property Securities Fund
- Product Disclosure Statement 29 2017
- Additional Information Document 29 September 2017
- Investor Application Forms 2019
- Additional Units Application Form
- Product Flyer September 2020
- Latest Investment Report
- Zenith Research Report May 2020
- Lonsec Fund Review March 2020
- Annual Financial Report 30 June 2020
- Morningstar Analyst Rating 2018
- PSF Half Year Financial Report 2019
Cromwell Direct Property Fund
- Product Disclosure Statement
- DPF RG46 Disclosure Guide as at 4 January 2021
- Investor Application Forms
- Additional Units Application Form
- Product Flyer September 2020
- Latest Investment Report
- Zenith Research Report December 2020
- Lonsec Research Report December 2020
- DPF Half Year Financial Report 2019
- Annual Financial Report 30 June 2020
- Summary of Information as at 26 October 2020
