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Welcome to this Insight magazine edition #47.

In this edition, we meet the Cromwell Funds Management (CFM) Board and learn how they are steering that business forward; and examine part of Cromwell’s The Essential Guide to Investing in Unlisted Property. We inspect 545 Queen Street Brisbane in detail; hear from Fund Manager Kerry Tickle on how CFM’s funds are maintained; and provide fund and market updates.

You can stay up to date with the latest Cromwell and market updates by signing up to receive Insight via email each month.

Happy reading!

Feature articles Latest news Market updates Quarterly reports

Feature article

A deep dive: Meet the Board of Cromwell Funds Management

Real expertise has always been, and remains, critical to the success of Cromwell Funds Management; it is that expertise and leadership on which the business relies. For this edition of Insight, we profile the experts that currently make up the Cromwell Funds Management Board of Directors.

Latest news

Each month, Cromwell consistently makes progress towards our business goals, which means new and exciting announcements for investors. Insight magazine’s latest news section has the most recent Cromwell developments, and more.

Previous news available here.

Cromwell Property Group FY24 Results

PSF still highly recommended

Cromwell celebrates NAIDOC Week

Cromwell employees named in ‘500 Women in Property’ initiative

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Cromwell Property Group FY24 Results
PSF still highly recommended
Cromwell celebrates NAIDOC Week
Cromwell employees named in '500 Women in Property' initiative

Cromwell Property Group FY24 Results

Cromwell Property Group will release its full-year results for the period ending 30 June 2024 on Thursday 29 August 2024 at 10.00am AEST.

Cromwell invites investors to attend an online briefing hosted by Chief Executive Officer Jonathan Callaghan and other members of the Cromwell team.

Pre-register for the results briefing here: https://s1.c-conf.com/diamondpass/10040560-a5qvx8.html

Pre-registering gives you immediate access on the day with no need to wait for an operator.

PSF still highly recommended

The Cromwell Phoenix Property Securities Fund (PSF) has retained its ‘Highly Recommended’ rating from leading Australian investment research house, Zenith Investment Partners.

This achievement recognises the extensive experience and investment skills of the combined Cromwell Funds Management team alongside Stuart Cartledge of Phoenix Portfolios, the Fund’s investment manager.

The Cromwell Phoenix Property Securities Fund, with the expertise of Phoenix Portfolios, has earned multiple awards for its performance as one of the top property securities funds in Australia, including the Zenith Investment Partners’ Australian Real Estate Investment Trust Award 2022 for excellence in funds management.

The Fund offers investors exposure to a diverse portfolio of property securities that possess an understandable business model, good governance and are trading below Phoenix’s assessment of intrinsic value.

Find out more about the Cromwll Phoenix Property Securities Fund here.

Cromwell celebrates NAIDOC Week

Again, this year, Cromwell joined with people across the country to celebrate National NAIDOC Week, from 7-14 July.

NAIDOC Week is a time to recognise and celebrate the history, culture, and achievements of Australian Aboriginal and Torres Strait Islander peoples.

This year’s theme – Keep the Fire Burning! Blak, Loud and Proud – called for a reclamation of narratives, an amplification of voices, and an unwavering commitment to justice and equality.

All Australians were invited to listen, learn, and engage in meaningful dialogue; to foster a society where the wisdom and contributions of Indigenous peoples are fully valued and respected.

To mark the occasion, Cromwell engaged Melbourne-based, Indigenous-owned business Kinya Lerrk to design a vibrant lift installation for some of our buildings nation-wide. Visual artists Emma Bamblett and Megan Van Den Berg created a piece called NAIDOC: A celebration of Aboriginal Culture, which represents the journey of firesticks and how they represent the shared learning and strengths of Indigenous Australian communities.

As part of our commitment to diversity, equity, and inclusion – including subjects that uniquely affect Indigenous Australians – Cromwell will continue to collaborate with key voices on these topics, both within and outside our organisation.

Cromwell remains committed in our continued support of Indigenous-owned businesses, as well as the creation of a sustainable Indigenous business sector, as we continue our journey towards the development of our first Reflect Reconciliation Action Plan.

Cromwell employees named in ‘500 Women in Property’ initiative

Cromwell is pleased to announce that our Client Services Officer, Audrey Lovi, and Senior Property Manager, Karla Bowdler, have both been named in the Property Council of Australia’s ‘500 Women in Property’ initiative for 2025.

Now in its ninth year, this PCA programme aims to accelerate more women into leadership positions in the property industry, through sponsorship of high-potential talent.

The programme involves a personal commitment from sponsors to identify and champion women in their organisation or network who would benefit from the exposure and professional development opportunities.

This year, Ms Bowdler will be sponsored by our Head of Treasury, Stephanie Finemore, and Ms Lovi will be sponsored by our Operations Manager – Retail Funds Management, Marita Sweeney.

Both Cromwell representatives will be joining the more than 3,600 women that have participated since the programme’s inception in 2016.

Market updates

June 2024 direct property market update

Financial markets remained volatile over the quarter, reflecting participants’ keen focus on the outlook for interest rates. A major event during the…

June 2024 quarter ASX A-REIT market update

The S&P/ASX 300 A-REIT Accumulation Index gave up some of its first quarter gains, falling 5.7% in the June quarter. Property stocks underperformed broader…

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Quarterly Fund Reports

As at 30 June 2024.

Cromwell Direct Property Fund

Cromwell Phoenix Property Securities Fund

Cromwell Phoenix Global Opportunities Fund

Cromwell Phoenix Opportunities Fund

Cromwell Property Trust 12

Cromwell Riverpark Trust

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Key events calendar ASX announcements update