At Cromwell Funds Management (CFM), we aim to build investor wealth through the careful selection, acquisition and management of real income-producing commercial properties and portfolios.
Our suite of funds offers access to unlisted property trusts, ASX-listed Real Estate Investment Trusts (A-REITs) and internationally listed small cap securities, providing different methods of investing in commercial property and diversifying your portfolio. Learn more about us.
In this edition, we meet the Cromwell Funds Management (CFM) Board and learn how they are steering that business forward; and examine part of Cromwell’s The Essential Guide to Investing in Unlisted Property. We inspect 545 Queen Street Brisbane in detail; hear from Fund Manager Kerry Tickle on how CFM’s funds are maintained; and provide fund and market updates.
We recently sat down with our experts in our “Real Expertise” series, where they discuss how we strive to provide investors with sustainable income by leveraging our combined expertise. Our experts cover topics such as understanding investor needs, leveraging data, adapting to market demands, delivering financial returns while reducing environmental impacts, and finding undervalued securities.
Information on commercial property investing, plus the latest industry research and insights, are available on our learn page to help you start planning your investment journey.
Jonathan has 20 years’ experience in equity markets and investing. He is responsible for maintaining relationships with Cromwell’s direct retail investors.
As at 31 March 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.
As at 28 February 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.
As at 28 February 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.
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.