Looking for one of our funds?

Cromwell Funds Management (CFM) specialises in the creation, structuring, marketing and management of unlisted property-related investment opportunities.

For over two decades, CFM has offered investors exposure to a range of high quality, commercial property investment and fund options. CFM aims to build investor wealth through the careful selection, acquisition and management of secure income-producing commercial properties and portfolios throughout Australia.1

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Open investment opportunities

Cromwell Direct Property Fund2

Regular, reliable income4

Total returns since inception (August 2013)

9.7%5

As at 31 March 2022

Key benefits

  • Limited monthly withdrawal opportunity6
  • Exposure to a diversified portfolio of quality assets underpinned by Government and blue-chip tenants
  • Regular, reliable tax-advantaged income stream with a strong yield7
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Cromwell Phoenix Property Securities Fund3

Listed property securities via a multi award-winning manager

Total returns since inception (April 2008)

9.0%5

As at 31 March 2022

Key benefits

  • Access to boutique investment manager, Phoenix Portfolios
  • Long-term outperformance of the Benchmark Index5
  • Research philosophy enables the Fund to diversify its exposure and gain a bigger slice of smaller, more attractively priced stocks
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Cromwell Phoenix Global Opportunities Fund8

Geographically diverse portfolio of listed, small capitalisation securities

Total returns since inception (January 2020)

9.7%5

As at 31 March 2022

Key benefits

  • Diversification across multiple geographic jurisdictions
  • Exposure to an area of global capital markets that has little or no broker research coverage
  • Significant co-investment by investment manager
  • Fees only paid when your investment increases in value
  • Zero base management fee
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