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 December 2019
- Latest Investment Report
- Zenith Research Report May 2019
- Lonsec Fund Review March 2020
- Annual Financial Report June 2019
- Morningstar Analyst Rating 2018
- PSF Half Year Financial Report 2019
Cromwell Direct Property Fund
- RG46 Disclosure Guide as at 28 February 2020
- Product Disclosure Statement Sept 2017
- Additional Units Application Form
- Product Flyer December 2019
- Latest Investment Report
- Zenith Research Report December 2019
- Lonsec Research Report February 2019
- DPF Half Year Financial Report 2019
- Annual Financial Report June 2019
- Summary of Information as at 31 December 2019
