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Our open funds

Cromwell Funds Management 100 Creek Street Brisbane building
Cromwell Direct Property Fund

3.4%1
Total Returns p.a
Since inception (August 2013)

Key Benefits

  • Regular, monthly distributions with potential for tax-deferred income4
  • Exposure to a diversified portfolio of quality assets
  • Portfolio underpinned by government and blue-chip tenants
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City landscape in a sunny day
Cromwell Phoenix Property Securities Fund

8.2%2
Total Returns p.a.
Since inception (April 2008)

Key Benefits

  • Access to award-winning investment manager, Phoenix Portfolios
  • Long-term outperformance of the Benchmark Index2‚5
  • Wider investment universe allows diversification outside benchmark, helping to maximise returns
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Planet Earth with dots showing connection between different countries
Cromwell Phoenix Global Opportunities Fund

13.2%3
Total Returns p.a.
Since inception (December 2019)

Key Benefits

  • Diversification across multiple geographic jurisdictions
  • Exposure to an area of global capital markets that has little or no broker research coverage
  • Fees only paid when your investment increases in value
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Contact us

Contact Information
Jonathan Bredin Relationship Manager

Jonathan has 20 years’ experience in equity markets and investing. He is responsible for maintaining relationships with Cromwell’s direct retail investors.

T: 1300 268 078
E: jonathan.bredin@cromwell.com.au

 Book a meeting with Jonathan

Footnotes

  1. As at 30 April 2025. After fees and costs. Performance data for periods longer than one year have been annualised. Past performance is not a reliable indicator of future performance.
  2. As at 30 April 2025 (PSF – Ordinary Units). After fees and costs. Performance data for periods longer than one year have been annualised. Past performance is not a reliable indicator of future performance.
  3. As at 30 April 2025. After fees and costs. Performance data for periods longer than one year have been annualised. Past performance is not a reliable indicator of future performance.
  4. Capital growth, distributions and tax consequences are not guaranteed and are subject to the assumptions and risks contained in the PDS. Past performance is not a reliable indicator of future performance.
  5. S&P/ASX300 A-REIT Accumulation Index.