InvestSMART

Cromwell Property Trust 12 - Managed Fund

Fund Objective
Provide tax advantaged, monthly income. Increase value of the property via rental income increases. Increase annual yield as the trust matures.
Fund Strategy
Provide tax advantaged, monthly income. Increase value of the property via rental income increases. Increase annual yield as the trust matures.

Fund Performance Comparison

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.18% 2.09% 5.16% -15.03% -9.9% -14.54% -2.53% 5.03%
Growth return 1.29% 0.47% 0.65% -22.59% -17.41% -20.93% -9.15% -6.7%
Income return -0.11% 1.62% 4.51% 7.56% 7.51% 6.39% 6.62% 11.73%
Market index (S&P/ASX 200 A-REIT TR)
Total return -3.54% -4.27% -10.29% 4.7% 6.87% 9.85% 8.95% 6.82%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Cromwell Property Trust 12
Property & Infrastructure
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Property & Infrastructure
92.81%
Australian Equities
3.92%
International Equities
0.32%
Cash
1.65%
Fixed Interest
0%
Alternatives
1.29%

General Information

Fund Details
Type Description
Cromwell Property Trust 12
Cromwell Property Group
CRM0023AU
Unlisted and Direct Property
Not Rated
Investment Fund
29 Oct 2013
$44 million (as at 31 Jan 2026)
$0.57902 (as at 31 Jan 2026)
$0.57902 (as at 31 Jan 2026)
Closed
Offer information
Type Description
MER 1.03% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.34% (as at 30 Jun 2025)
Minimum initial investment $10,000.00
Minimum additional investments
Minimum redemption amount
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FAQs about the Cromwell Property Trust 12

The objective of the Cromwell Property Trust 12 managed fund is Provide tax advantaged, monthly income. Increase value of the property via rental income increases. Increase annual yield as the trust matures.

The strategy of the Cromwell Property Trust 12 managed fund is Provide tax advantaged, monthly income. Increase value of the property via rental income increases. Increase annual yield as the trust matures.

The APIR code of the Cromwell Property Trust 12 managed fund is CRM0023AU.

Cromwell Property Trust 12’s total return last month was 1.18%. This was made up of a growth return of 1.29% and an income return of -0.11%. These returns were calculated as at 31 Jan 2026.

Cromwell Property Trust 12’s total return for the last three months was 2.09%. This was made up of a growth return of 0.47% and an income return of 1.62%%. These returns were calculated as at 31 Jan 2026.

Cromwell Property Trust 12’s one-year total return is -15.03%. This was made up of a growth return of -22.59% and an income return of 7.56%. These returns were calculated as at 31 Jan 2026.

Cromwell Property Trust 12’s one-year total return is -14.54%. This was made up of a growth return of -20.93% and an income return of 6.39%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Cromwell Property Trust 12 managed fund is :

Property & Infrastructure
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Cromwell Property Trust 12 managed fund is Cromwell Property Group.

The Cromwell Property Trust 12 managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 31 Jan 2026, the size of the Cromwell Property Trust 12 managed fund was $44 million.

The Cromwell Property Trust 12 managed fund has an inception date of 29 Oct 2013.

The current entry price of the Cromwell Property Trust 12 managed fund is $0.57902 per unit and the current exit price is $0.57902 per unit (as at 31 Jan 2026).

The current exit price of the Cromwell Property Trust 12 managed fund is $0.57902 per unit and the current entry price is $0.57902 per unit (as at 31 Jan 2026).

The minimum initial investment amount for the Cromwell Property Trust 12 managed fund is $10,000. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.