Real expertise - Cromwell Funds Management
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Our platform is designed to provide investors with sustainable income by leveraging our combined expertise

Together, we are committed to providing you with the best possible investor experience.

Our award-winning funds management team
has a proven track record of managing unlisted direct property funds and syndicates on behalf of investors.
Our ESG and property management teams
optimise the performance, and therefore returns, of the properties within our unlisted funds while reducing environmental impacts.
Our partnership with Phoenix Portfolios
allows us to identify undervalued listed securities in both local and global markets through their extensive research processes. 

Meet our experts

Rob Percy

CHIEF INVESTMENT OFFICER

Understanding our investors’ diverse needs

We strive to understand our investors diverse needs and provide them with access to a range of quality, income-producing property investment options.
Our investment approach
Colin Mackay

RESEARCH & INVESTMENT STRATEGY MANAGER

Leveraging research and data to uncover opportunities

Research plays an important part in our investment process. We use data to identify the sectors, markets, and assets that have the most favourable outlook to deliver sustainable returns.
Explore the latest opportunities we see in the real estate sector
Tessa Morrison

HEAD OF PROPERTY OPERATIONS

Being agile and adapting to changing market demands

We draw on the in-depth knowledge and capabilities of our in-house property team to retain tenants and maximise the performance of the properties within our funds.
Learn about our property management capabilities
Lara Young

GROUP HEAD OF ESG

Delivering financial returns, while reducing environmental impacts

We place importance on delivering financial returns, while maintaining a commitment to reducing the environmental impacts of our business and improving the communities in which we operate.
Discover why ESG is critical to securing future income
Stuart Cartledge

MANAGING DIRECTOR, PHOENIX PORTFOLIOS

Finding undervalued listed securities overlooked by others

We identify opportunities in smaller, under-researched yet attractively priced securities which possess compelling investment fundamentals but are overlooked by many managers due to their size.
Find out more about our property securities and global opportunities funds

Award-winning expertise

Our industry awards and recognition underline our ability to deliver successful outcomes over the long term. Cromwell Funds Management won the Zenith Fund Award in the Australian Real Estate Investment Trust (AREIT) category in 2021, 2022 and 2023. Previously, Cromwell Funds Management received the 2014, 2015 and 2016 Professional Planner/Zenith Fund Award for the AREIT category. Cromwell Phoenix Property Securities Fund has been named Australian Property Securities Fund of the Year at the Money Management 35th Annual Fund Manager of the Year Awards 2023. The fund also received the 2014, 2015 and 2016 Morningstar Awards for the Listed Property category.

“Our advantage is that we have everything in-house. You get the expertise of
a larger organisation, but a boutique service.”

More about Cromwell Funds Management

A leader in commercial property investment

Cromwell Funds Management is part of the ASX-listed Cromwell Property Group, an Australian real estate investor and manager that has owned, managed and invested in commercial property since 1998.
Learn more about our structure
Cromwell Funds Management 19 George Street building
Our track record

We harness the experience and expertise across the Cromwell Funds Management, Phoenix Portfolios and Cromwell Property Group. Our approach to property investment is characterised by a belief in the cyclicality of markets and is underpinned by a strong focus on governance, compliance and oversight.
View our track record
We’re here to help

Call us on 1300 268 078 (Monday to Friday 8:30am – 5pm AEST) for more information or to initiate the investment process.

Contact us

Lonsec Research Pty Ltd (ABN 11 151 658 561 AFSL 421445) (Lonsec) are acting as a research partner for the Fund Manager of the Year Awards (Awards) issued by Momentum Media Group Pty Ltd on 22 June 2023. The Awards are determined using Lonsec proprietary methodologies, are solely statements of opinion, subjective in nature and must not be used as the sole basis for investment decisions. The Awards do not represent recommendations to purchase, hold or sell any products or make any other investment decisions. Investors must seek independent financial advice before making any investment decision and must consider the appropriateness of the information, having regard to their objectives, financial situation, and needs. Past performance is not an indication of future performance. Awards are current for 12 months from the date awarded and are subject to change at any time. Lonsec does not represent these Awards to be guarantees nor should they be viewed as an assessment of a fund or the funds’ underlying securities’ creditworthiness. Lonsec receives a fee from the financial product issuer(s) for researching the financial product(s), using objective criteria. Lonsec rating(s) outcome is not linked to the fee or the Award. Lonsec and its associates do not receive any other compensation or material benefits from product issuers or third parties in connection with the Award. Lonsec makes no representation, warranty or undertaking in relation to the accuracy or completeness of the Awards. Lonsec assumes no obligation to update the Awards after publication. The Award is for the exclusive use of the client for whom it is presented and should not be used or relied upon by any other person unless with express permission from Lonsec. Except for any liability which cannot be excluded, Lonsec, its directors, officers, employees and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from, this document and any Award or any loss or damage suffered by the reader or any other person as a consequence of relying upon it. ©Lonsec 2023. All rights reserved.

Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 13 October 2023, 14 October 2022 and 15 October 2021 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2023/.