Invest - Cromwell Funds Management
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We believe that exposure to quality property investments should be an essential part of any well diversified portfolio.

For more than two decades, CFM has offered investors exposure to a range of high quality, commercial property investment and fund options.

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We believe that exposure to quality property investments should be an essential part of any well diversified portfolio.

For more than two decades, CFM has offered investors exposure to a range of high quality, commercial property investment and fund options.

Why invest in commercial property?

As we move out of a period of historically low interest rates, many Australian investors are finding the residential market harder to access. Supply is dwindling and loans have become harder to get approved, while mortgage repayments have, on average, risen faster than rents, thereby diminishing returns.

Commercial property may be an alternative.

Where commercial property investing is advantageous to investors is that investment generally starts as low as $10,000. Not only does this mean gearing is often not required, but diversification can be achieved far more easily when compared to residential property.

Diversification can help lower an investor’s overall risk level whilst increasing potential returns as changes in the value of residential and commercial property are not directly correlated and the income returns of these two asset classes can be quite different.

Benefits of managed commercial property funds

Pooled funds
providing access to larger assets
Regular income stream
via monthly to six monthly distributions
Capital growth
proportional to holding in the fund
Professional management
covering due diligence, debt, property and tenant management
Liquidity
depending on the structure used
Diversification
only a small investment is required allowing you to diversify your investment funds

Types of managed commercial property funds

Cromwell Funds Management 100 Creek Street Brisbane building
Unlisted direct property funds

An investment with characteristics most like a direct purchase of a commercial property, with the added benefit of professional management. Unlisted direct property funds have the potential to provide investors with regular income, generated from rents collected from tenants, and capital gain, upon sale of an underlying property. They are unlisted, meaning they are not listed on the ASX.

You can gain access to an unlisted direct property fund through Cromwell’s Direct Property Fund listed below.

VIEW THE CROMWELL DIRECT PROPERTY FUND
Listed Property Funds (A-REITs)

A-REITs invest in a wide range of commercial property types. They are traded on the Australian Securities Exchange (ASX). The wide variety of A-REITs available, the large asset diversification generally within each A-REIT and their high level of liquidity are strong positives.

You can gain access to a listed property fund through the Cromwell Phoenix Property Securites Fund listed below.

VIEW THE CROMWELL PROPERTY SECURITIES FUND

Our open funds

Cromwell Funds Management 100 Creek Street Brisbane building
Cromwell Direct Property Fund

4.9%1
Total Returns p.a
Since inception (August 2013)


Key Benefits

  • Regular, monthly tax-advantaged income4
  • Exposure to a diversified portfolio of quality assets
  • Portfolio underpinned by government and blue-chip tenants
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Cromwell Phoenix Property Securities Fund

7.8%2
Total Returns p.a.
Since inception (April 2008)


Key Benefits

  • Access to award-winning investment manager, Phoenix Portfolios
  • Long-term outperformance of the Benchmark Index2‚5
  • Wider investment universe allows diversification outside benchmark, helping to maximise returns
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Cromwell Phoenix Global Opportunities Fund

11.1%3
Total Returns p.a.
Since inception (December 2019)


Key Benefits

  • Diversification across multiple geographic jurisdictions
  • Exposure to an area of global capital markets that has little or no broker research coverage
  • Fees only paid when your investment increases in value
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Our track record

Cromwell Funds Management Energex House building
Fully subscribed funds

CFM has a strong track record managing unlisted direct property funds. Find out more about the performance of our fully subscribed and closed investment funds.

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Case studies

Cromwell’s approach to property is characterised by a belief in the cyclicality of markets. We have a strong focus on governance, compliance, and oversight which gives us the confidence to time entry and exit from markets. Read about our successes here.

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Contact us

Contact Information
Jonathan Bredin Relationship Manager

Jonathan has 20 years’ experience in equity markets and investing. He is responsible for maintaining relationships with Cromwell’s direct retail investors.

T: 1300 268 078
E: jonathan.bredin@cromwell.com.au

Book a meeting with Jonathan
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Footnotes

  1. As at 30 April 2024. After fees and costs. Performance data for periods longer than one year have been annualised. Past performance is not a reliable indicator of future performance.
  2. As at 30 April 2024 (PSF – Ordinary Units). After fees and costs. Performance data for periods longer than one year have been annualised. Past performance is not a reliable indicator of future performance.
  3. As at 30 April 2024. After fees and costs. Performance data for periods longer than one year have been annualised. Past performance is not a reliable indicator of future performance.
  4. Capital growth and income distributions are not guaranteed and are subject to the assumptions and risks contained in the PDS. Past performance is not a reliable indicator of future performance.
  5. S&P/ASX300 A-REIT Accumulation Index.

Important information

This notice has been prepared by Cromwell Funds Management Limited ABN 63 114 782 777 AFSL 333214 (CFM). This notice is not intended to provide investment nor financial advice or to act as any sort of offer or disclosure document. It has been prepared without taking into account any investor’s objectives, financial situation or needs. Any potential investor should make their own independent enquiries, and talk to their professional advisers, before making investment decisions. Neither CFM nor Phoenix Portfolios Pty Ltd ABN 80 117 850 254 AFSL 300 302 (Phoenix) receive any fees for the general advice given in this notice.

CFM has prepared the fund summarises and is the responsible entity of, and the issuer of units in, the funds referred to in the fund pages (the Funds). In making an investment decision in relation to a Fund, it is important that you read the disclosure document and the target market determination for that Fund. The fund summarises for each Fund refer to the disclosure document (product disclosure statement and any supplementary product disclosure statement) issued for that Fund. The disclosure document and target market determination for each Fund are issued by CFM and are available from www.cromwell.com.au or by calling Cromwell’s Investor Services Team on 1300 268 078. Not all of the funds are open for investment. Applications for units in open Funds can only be made on application forms accompanying the disclosure document for the Fund.

Before making an investment decision, you should consider the disclosure document and the target market determination for the particular Fund and assess, with or without your financial or tax adviser, whether the Fund fits your objectives, financial situation or needs. Past performance is not a reliable indicator of future performance. Forward-looking statements (provided here as a general guide only) and the performance of a Fund are subject to the risks and assumptions set out in its disclosure document. CFM and its related bodies corporate, and their associates, do not receive any remuneration or benefits for the general advice given in these investment updates. If you acquire units in a Fund, CFM, Phoenix and certain related parties may receive fees from the Fund and these fees are disclosed in the disclosure document for that Fund.

Please note: Any investment, including an investment in the Funds, is subject to risk. If a risk eventuates it may result in reduced distributions and/or a loss of some or all of the capital value of your investment. See the disclosure document for examples of key risks. Capital growth, distributions and tax consequences cannot be guaranteed. The performance of each Fund is subject to the risks and assumptions set out in the disclosure document.