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Shape the future of your investments – and win!

Home Invest Latest Investment Opportunities Help shape the future of investment

Your investment goals matter – tell us and win!

At Cromwell Funds Management, we are dedicated to understanding your investment preferences and finding assets that align with your needs. To better serve you and create opportunities that match your goals, we’d love to hear about your investment preferences and objectives. Your feedback is invaluable in shaping our future fund developments and helping us identify assets and investments that meet your needs. The survey will take approximately 5 minutes to complete.

Section 1: Investor profile

1. Are you a Sophisticated Investor?(Required)

Note: A Sophisticated Investor is an investor who has a certificate from a qualified accountant certifying that they have: Net Assets of at least $2.5 million; or gross income of at least $250,000 per year for the last two financial years.

2. How long do you usually plan to hold your investments?(Required)
3. How would you describe your level of investment experience?(Required)

Section 2: Investment interests

4. Which investment sectors are you most interested in? (Select all that apply)(Required)
5. What type of returns do you typically seek from your investments?(Required)
6. What is your preferred level of risk when investing?(Required)
7. How important is diversification in your investment strategy?(Required)

Section 3: Future fund development

8. What features would you like to see in a future fund offering? (Select all that apply)(Required)
11. How would you prefer to receive updates and information about future funds?(Required)

Section 4: Additional feedback

By submitting your survey, you will automatically be entered into the prize draw and will be deemed to have read and agreed to the terms and conditions of the prize draw. If you do not wish to enter the prize draw, contact invest@cromwell.com.au.

The following persons are ineligible to enter the Promotion: persons under the age of 18; employees, directors and contractors of the Promoter or any related entity of the Promoter; and immediate family members of employees, directors and contractors of the Promoter or any related entity of the Promoter.

All personal information submitted will be treated in accordance with our 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.