Cromwell Healthcare Property Fund - Cromwell Funds Management

Cromwell Healthcare Property Fund

Launching soon

Register your interest
Home Invest Latest Investment Opportunities Cromwell Healthcare Property Fund

Cromwell Healthcare Property Fund

Launching soon

The Fund offers a unique healthcare property investment opportunity designed to deliver monthly income with the potential for capital growth.1

 

Targeting Average Distribution Yield over


7% p.a.1 paid monthly

South Australian Government healthcare operator
on long-term lease
Essential health service provider
for outpatient, primary and allied health
Facility alleviates pressure on nearby hospitals
As with all property investments, there are risks associated with investing in the Fund. Refer to the Fund’s PDS for further details.
Strategic location driven by demand
  • Situated in the fastest-growing region of Adelaide, with a rapidly increasing population.
  • Urban regeneration projects and new residential development to facilitate population growth.
  • Located near a key regional hospital and community support amenities, including educational, aged care and recreational facilities.
  • Part of an essential services cluster, adjacent to large regional shopping centre.
  • Easily accessible from several arterial roads, rail and bus hub, with significant on-site parking.

Facility is aligned to Government health policy
  • Essential outpatient services complement nearby major hospitals, addressing primary and allied health needs.
  • Demand for health services is increasing in South Australia, challenging the local government to provide high quality services to meet the population health needs as healthcare costs continue to rise.

Targeting an investment term of 5 to 7 years
  • 100% occupied by South Australian Government healthcare operator.
  • Well-maintained facility with minimal capital expenditure requirements.
  • Potential for expansion to meet evolving healthcare demands.
  • Buying below estimated replacement cost.

Register your interest to receive further details

To receive more information about this opportunity and reserve your copy of the Product Disclosure Statement (PDS) and Target Market Determination (TMD), please complete the form below. We will send you an email notifying you when the PDS and TMD become available on our website, along with updated news about the Fund.

Healthcare property investment opportunity
Please complete the form on the right.

Note: The Fund’s target market are investors who have a medium risk and return profile and are seeking a long-term investment for a satellite allocation of their portfolio, which is offering income distributions with the potential for capital growth. Investors who require access to their capital prior to the winding up of the Fund, anticipated to be within 5 to 7 years of Fund commencement, are not in the target market.

Cromwell Funds Management investment opportunities will always be provided with PDS and TMD, which are accessible only via our website cromwell.com.au. All correspondence from our business will always be from @cromwell.com.au or @e.cromwell.com.au and we can always be contacted to verify any product offers at 1300 268 078. If in doubt, do not provide your bank details, do not allow anyone to Direct Debit your account and do not transfer any funds to an external bank account.

If you have any questions, please contact Cromwell Investor Services team today.

T: 1300 268 078
E: invest@cromwell.com.au

All personal information submitted will be treated in accordance with our Australian Privacy Policy. By submitting personal data to Cromwell Funds Management, you agree that, where it is permitted by law and in accordance with our Australian Privacy Policy or where you have agreed to receive communications from us, Cromwell Funds Management may use this information to notify you of our products and services and seek your feedback on our products and services. Please note you can manually opt out of any communications.

Our research

An essential and resilient sector: Why healthcare property

With attractive investment characteristics such as high-quality cash flow, inflation hedging through CPI-linked rents, and long lease terms, medical centres present compelling opportunities for investors looking to align with healthcare trends and government priorities.

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Getting the right healthcare property exposure: Why medical centres

Medical centres are an increasingly important part of the healthcare landscape, representing efficient and fit-for-purpose facilities that can help alleviate the capacity constraints of hospitals and improve the sustainability of the health system.

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Our track record

Cromwell Ipswich City Heart Trust building
Cromwell Ipswich City Heart Trust

The Ipswich City Heart Building formed part of Stage 1 of the $1 billion
redevelopment known as ICON Ipswich.

14.2% annualised return (after fees and costs) on wind up2,3 of the Fund.

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Cromwell Funds Management Energex House building
Cromwell Riverpark Trust

The Trust is underpinned by Energex House located at 33 Breakfast Creek Road in Newstead, Queensland.

6.7% 2,4 Distribution yield
11.7%2,5 annualised return since inception (July 2009).

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Cromwell Funds Management 19 George Street building
Cromwell Property Trust 12

Cromwell’s 12th unlisted property trust provides exposure to a single asset, located at 19 George Street in Dandenong, Victoria.

7.3% 2,6 Distribution yield
11.0%2,5 annualised return since inception (October 2013).

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About Cromwell Funds Management

Cromwell Funds Management is part the ASX-Listed Cromwell Property Group. As at 31 December 2023, Cromwell had a market capitalisation of approximately $1.1 billion, an Australian investment portfolio valued at $2.4 billion and total assets under management of $11.4 billion across Australia, New Zealand and Europe.

Footnotes

  1. Target average distribution is over 7% p.a. and is calculated over 5 years. The target is not a forecast. Income distribution, capital growth and return of capital is not guaranteed and is subject to the assumptions and risks to be included in the Fund’s PDS.
  2. Past performance is not a reliable indicator of future performance.
  3. Asset sold in October 2021 and fund wound up on 28 February 2022.
  4. Based on current distribution of 12.25 cents per unit p.a. and a unit price of $1.823 as at 29 February 2024.
  5. As at 29 February 2024.
  6. Based on current distribution of 6.25 cents per unit p.a. and a unit price of $0.86 as at 29 February 2024.

Disclaimer
This webpage has been prepared for information purposes to gauge investor interest only and is not a product disclosure document or any form or offer to invest in the Cromwell Healthcare Property Fund (Fund) under the Corporations Act 2001 (Cth) (Corporations Act). This document does not constitute personal financial product or investment advice (nor tax, accounting or legal advice) nor is it a recommendation to subscribe for or acquire securities or other financial products and it does not and will not form any part of any contract for the subscription or acquisition of securities or other financial products. This webpage has been prepared without taking into account the specific objectives, financial situation or needs of individual investors. All investments involve risk and, before making an investment decision, prospective investors should consider the appropriateness of the information having regard to their own objectives, financial situation and needs and seek appropriate advice, including financial, legal and taxation advice appropriate to their jurisdiction and circumstances.

Any formal invitation to invest in the Fund will be made by the manager, Cromwell Funds Management Limited ABN 63 114 782 777 AFSL 333214 (CFM), and will be accompanied by a product disclosure statement (PDS) and a target market determination (TMD). Investors should consider the PDS and TMD before deciding whether to invest in the Fund or continue to hold units in the Fund. While every effort is made to provide accurate and complete information as at the date of this document, any draft terms are subject to change without notice and CFM does not warrant or represent that the information is free of errors or omissions or is suitable for your intended use and circumstances. CFM has not verified any of the content of this document. Subject to any terms implied by law that cannot be excluded, CFM accepts no responsibility for any loss, damage, cost or expense (whether direct or indirect) incurred as a result of any error, omission, misrepresentation, or change in information.

A product disclosure statement (PDS) and target market determination (TMD) for the Fund will be made available when the Fund is launched or otherwise becomes available, which is expected to be in late May 2024. Once available, the PDS and TMD can be accessed at cromwell.com.au. Investors should consider the PDS and TMD before deciding whether to invest in the Fund or continue to hold units in the Fund.

Any ‘forward-looking statements’ are not guarantees of future performance but are predictive in nature and are subject to known and unknown risks, uncertainties and other factors which may be beyond the control of CFM. CFM does not represent or warrant that such ‘forward-looking statements’ will be achieved or will prove to be correct, and actual variations from the projections or estimates may be material. You are cautioned not to place undue reliance on any forward-looking statements.

Information collected by CFM and its related parties may contain personal information. Please refer to our privacy policy for information about how we handle your personal information, your rights to seek access to and correct your personal information and how to complain about breaches of your privacy.