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Turning operations into strategic advantage: Cromwell’s Facilities Management Team leads the way
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The Cromwell Phoenix Global Opportunity Fund’s mandate is simple but wide: to seek out attractive opportunities across the small-cap universe where …
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Our open funds

City landscape in a sunny day
Cromwell Phoenix Property Securities Fund

8.5%1
Total Returns p.a.
Since inception (April 2008)

Key Benefits

  • Access to award-winning investment manager, Phoenix Portfolios
  • Long-term outperformance of the Benchmark Index1‚3
  • 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

15.3%2
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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New wholesale investment opportunity

Prime Brisbane investment opportunity for wholesale investors. Forecast distyribution yield of 8.0% p.a. monthly.

Key details
Minimum investment: $100,000. Wholesale investors only.

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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 31 January 2026 (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.
  2. As at 31 January 2026. 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. S&P/ASX300 A-REIT Accumulation Index.