InvestSMART

Cromwell Diversified Property Trust 4th Offer - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
Cromwell Diversified Property Trust 4th Offer
Cromwell Property Securities Limited
CWL0003AU
Not Rated
Investment Fund
n/a
$631 million (as at 1 Jan 2006)
$1
n/a
Open
Offer information
Type Description
Minimum initial investment $10,000.00
Minimum additional investments $1,000.00

FAQs about the Cromwell Diversified Property Trust 4th Offer

The objective of the Cromwell Diversified Property Trust 4th Offer managed fund is

The strategy of the Cromwell Diversified Property Trust 4th Offer managed fund is

The APIR code of the Cromwell Diversified Property Trust 4th Offer managed fund is CWL0003AU.

Cromwell Diversified Property Trust 4th Offer’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Cromwell Diversified Property Trust 4th Offer’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

Cromwell Diversified Property Trust 4th Offer’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Cromwell Diversified Property Trust 4th Offer’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

The asset allocation of the Cromwell Diversified Property Trust 4th Offer managed fund is :

Alternatives
100%

The Responsible Entity for the Cromwell Diversified Property Trust 4th Offer managed fund is Cromwell Property Securities Limited.

As at 1 Jan 2006, the size of the Cromwell Diversified Property Trust 4th Offer managed fund was $631 million.

The Cromwell Diversified Property Trust 4th Offer managed fund has an inception date of .

The current entry price of the Cromwell Diversified Property Trust 4th Offer managed fund is $1 per unit and the current exit price is $ per unit (as at ).

The current exit price of the Cromwell Diversified Property Trust 4th Offer managed fund is $ per unit and the current entry price is $1 per unit (as at ).

The minimum initial investment amount for the Cromwell Diversified Property Trust 4th Offer managed fund is $10,000. Minimum additional investment is $1000.