Cromwell Phoenix Property Security Fund

Listed property securities via a multi award-winning manager

9.5%

Total Returns - Annualised since Inception1

1.3025

UNIT PRICE
Unit Price History

What makes the Cromwell Phoenix Property Securities Fund different?

The Cromwell Phoenix Property Securities Fund (the Fund) provides investors with exposure to a diverse portfolio of property securities that possess understandable business models, good governance practices and that are trading below Phoenix Portfolios'2 assessment of intrinsic value. These are typically smaller, under-researched but attractively priced securities which possess compelling investment fundamentals but are overlooked by many managers due to their size.

This strategic approach of rigorous fundamental research has improved investment manager Phoenix Portfolios’ ability to outperform the Benchmark Index over the long term and has positioned the Fund as one of the best performing property securities funds in Australia.

Key Benefits




Access to award-winning, boutique investment manager, Phoenix Portfolios



Long-term outperformance of the Benchmark Index



Research philosophy enables the Fund to diversify its exposure and gain a bigger slice of smaller, more attractively priced stocks

Cromwell Phoenix Property Securities Fund
Asgard Tick
BT Panorama

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HUB24

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My North

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Macquarie Wrap

Tick

Netwealth

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North

Tick

PortfolioCare

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Praemium

Tick

Power Wrap

Tick

uXchange

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Wealth 02

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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.