Cromwell Direct Property Fund
Regular, reliable income1
Cents Per Unit
UNIT PRICEUnit Price History
Limited monthly withdrawal opportunity5
Exposure to a diversified portfolio of quality assets underpinned by Government and blue-chip tenants4
Regular, reliable tax-advantaged income stream1,6 with a strong yield7
Past performance is not a reliable indicator of future performance.
as at 31 March 20227
Cromwell Direct Property Fund (Fund) provides exposure to property throughout Australia either directly or through investments in unlisted property trusts8.
|Objective||The Fund aims to provide investors with a regular, reliable monthly tax-advantaged income stream combined with the potential for capital growth1,6.|
|Investment strategy||Cromwell Funds Management (CFM) plans to deliver on the Fund's objective by investing directly, or through unlisted property trusts, in non-residential Australian property with a primary focus on high quality commercial, industrial and retail property leased to government and blue-chip tenants on long leases.|
|Investments||The Fund currently delivers diversification across ten properties located throughout New South Wales, Queensland, Victoria, South Australia and the Australian Capital Territory2.|
|Benchmark||Performance is benchmarked against the PCA / IPD Australia Unlisted Retail Property Fund Core Index.|
|Fund inception||August 2013|
Cash reserves are made available on a limited monthly basis for withdrawals5, with an intended full periodic withdrawal opportunity every five years.
An investment in this Fund is subject to risk. Capital growth, distributions and tax consequences cannot be guaranteed.
In the PDS, CFM has listed the key risks of investing in the Fund. CFM has not listed all risks. Where applicable, CFM has explained how it intends to manage the risks. However, risks cannot be avoided altogether and some risks are outside CFM’s control.
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.
A potential investor should consider the risks, and their attitude towards risk in general, when considering an investment in the Fund.
As set out in section 4 of the PDS, examples of key risks include diversification risk, property risk and Fund risk. See the PDS for further details.Product disclosure statement - 17 November 2020 Target Market Determination (TMD)
You should consider the PDS and TMD before deciding whether to invest or hold units in the fund.Product Disclosure Statement (PDS) - 17 November 2020 Target Market Determination (TMD) ASIC Benchmarks and Disclosure Principles (RG46 Disclosure Guide) 11 April 2022 Apply Online
(AUSTRALIAN INVESTORS ONLY)Investor Application Forms Additional Unit Application Form Product Flyer Latest Investment Report Investment Performance Summary Direct Debit Request Form Annual Financial Report June 2021 Half Year Financial Report December 2021
How to invest
Jonathan has 20 years’ experience in equities markets and investing. He is responsible for maintaining relationships with Cromwell’s direct retail investors.
T: 1300 268 078
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