February 10, 2025

Celebrating five years: Cromwell Phoenix Global Opportunities Fund

The Cromwell Phoenix Global Opportunities Fund marks five years of disciplined management and strategic investments in attractive, yet overlooked, global securities. Over this period, the Fund has consistently delivered strong returns, outperformed benchmarks, and navigated diverse market conditions with agility and expertise. Each milestone reflects the Fund’s commitment to uncovering value in unique opportunities, fostering long-term success for its investors.

Explore the key moments and achievements that have defined its journey below.

YEAR 0

Created to meet investor demand for global diversification

The Cromwell Phoenix Global Opportunities Fund (Fund) is launched to provide access to overlooked international securities.

YEAR 1-2

Focused on building a strong, risk-adjusted track record
(closed fund)

15.7%p.a.* _{Total returns}

Outperforming Vanguard Total World Stock ETF benchmark by 0.3% p.a.

_{*As at 31 December 2021. Past performance is not indicative of future performance}

YEAR 3

Opened to retail investors

Ensures strategic advantage by enabling investments in small-cap stocks and diverse listed structures.

8.8%p.a.* _{Total returns}

Outperforming Vanguard Total World Stock ETF benchmark by 3.6% p.a.

_{*As at 31 December 2022. Past performance is not indicative of future performance}

YEAR 4

Outperforming market benchmarks

10.3%p.a.* _{Total returns}

Outperforming Vanguard Total World Stock ETF benchmark by 1.0% p.a.

_{*As at 31 December 2023. Past performance is not indicative of future performance}

YEAR 5

Five year milestone

13.5%p.a.* _{Total returns}

Outperforming Vanguard Total World Stock ETF benchmark by 0.7% p.a.

_{*As at 31 December 2022. Past performance is not indicative of future performance}

About Cromwell Phoenix Global Opportunities Fund

Read more about Cromwell Phoenix Global Opportunities Fund, including where to locate the product disclosure statement (PDS) and target market determination (TMD). Investors should consider the PDS and TMD in deciding whether to acquire, or to continue to hold units in the Fund.

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Celebrating five years: Cromwell Phoenix Global Opportunities Fund

YEAR 0

Created to meet investor demand for global diversification

YEAR 1-2