- Strong yield premium to term deposits
- Tax effective investment
- Long WALE, leased predominantly to government tenant
- Monthly distributions
As at 31 December 20161
For investors looking for reliable monthly distributions from a diversified high quality commercial property portfolio with restricted monthly liquidity. The portfolio is also underpinned by long term leases to blue chip tenants.
|Distributions||the Trust has been one of the best performers in its asset class. As at , the Trust has proved an annualised return of 14.9% p.a. to investors over its seven year term and a yield of 7.24%2.|
This unlisted trust’s asset is the Energex House Building completed in August 2010. The Trust was the first of the 'Back to Basics' single property investment opportunity, and the capital raising was well supported by investors attracted by the monthly distribution yield, the quality of the asset and its strong, long-term lease profile.
|Benchmark||PCA/IPD Australian Pooled Property Fund Index - Unlisted Core Retail Index|
|Date commenced||June 2009|
When the Cromwell Riverpark Trust was established, the market sought conservative investment strategies. World markets were experiencing volatility and falling interest rates were reducing the returns offered by cash and fixed interest products.
In response, Cromwell created this simple investment alternative which aimed to provide investors with a monthly distribution over the seven year term, with the additional benefit of tax deferred distributions and capital growth potential1. It featured a transparent structure with no capital support of distributions.
Although the Trust is fully subscribed, it is possible to still gain exposure to it by investing in the Cromwell Direct Property Fund.
Cromwell Funds Management Limited ABN 63 114 782 777 AFSL 333214 (“CFM” ) has prepared this webpage and is the responsible entity of, and the issuer of units in, the Cromwell Riverpark Trust ARSN 135 002 336 (“Trust”). In making an investment decision in relation to the Trust, it is important that you read the product disclosure statement dated 25 February 2009 (“PDS”) and the supplementary product disclosure statement dated 30 June 2009 (“SPDS”). The PDS and SPDS are issued by CFM and are available from www.cromwell.com.au/crt or by calling Cromwell Investor Services on 1300 276 693. The Trust is not open for investment. This webpage has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision, you should consider the PDS and SPDS and assess, with or without your financial or tax adviser, whether the Trust fits your objectives, financial situation or needs. CFM and its related bodies corporate, and their associates, do not receive any remuneration or benefits for the general advice given on this webpage. If you acquire units in the Trust, CFM and certain related parties may receive fees from the Trust and these fees are disclosed in the PDS and SPDS.
Please note: Any investment, including an investment in the Trust, 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 PDS and SPDS for examples of key risks.
Past performance is not indicative of future performance. Forward-looking statements in this webpage are provided as a general guide only. Capital growth, distributions and tax consequences cannot be guaranteed. Forward-looking statements and the performance of the Trust are subject to the risks and assumptions set out in the PDS and SPDS.