Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 0.97% | 2.42% | 4.57% | 9.55% | -6.72% | -4.94% | 1.13% | 8.4% |
Growth return | 0.33% | 0.46% | 0.62% | 1.41% | -13.19% | -11.06% | -4.93% | 1.88% |
Income return | 0.64% | 1.96% | 3.95% | 8.14% | 6.47% | 6.12% | 6.06% | 6.52% |
Market index (S&P/ASX 200 A-REIT TR)
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Total return | 4.47% | 9.86% | 16.7% | 14.49% | 20.15% | 15.35% | 12.27% | 9% |
Type | Description |
Cromwell Riverpark Trust | |
Cromwell Funds Management Limited | |
CRM0009AU | |
Unlisted and Direct Property | |
Not Rated | |
Investment Fund | |
25 Feb 2009 | |
$144.66 million (as at 31 Jul 2025) | |
n/a | |
$1.58449 (as at 30 Jun 2025) | |
Closed |
Type | Description |
Standard entry fee | 4.10% |
MER | 1.05% (as at 20 Feb 2024) |
Indirect Cost Ratio (ICR) | 1.20% (as at 30 Jun 2024) |
Performance fee (not included in ICR) | 0 |
Minimum initial investment | $10,000.00 |
The objective of the Cromwell Riverpark Trust managed fund is The investment objective is to provide investors with a forecast minimum distribution yield of 8.25% pa paid monthly over the 7 year term, with the additional benefit of tax deferred distributions and potential capital growth.
The strategy of the Cromwell Riverpark Trust managed fund is $173 million2, 7 storey commercial office/retail building to be constructed on site located at 33 Breakfast Creek Road, Newstead, Queensland ('the Riverpark Building')
The APIR code of the Cromwell Riverpark Trust managed fund is CRM0009AU.
Cromwell Riverpark Trust’s total return last month was 0.97%. This was made up of a growth return of 0.33% and an income return of 0.64%. These returns were calculated as at 31 Jul 2025.
Cromwell Riverpark Trust’s total return for the last three months was 2.42%. This was made up of a growth return of 0.46% and an income return of 1.96%%. These returns were calculated as at 31 Jul 2025.
Cromwell Riverpark Trust’s one-year total return is 9.55%. This was made up of a growth return of 1.41% and an income return of 8.14%. These returns were calculated as at 31 Jul 2025.
Cromwell Riverpark Trust’s one-year total return is -4.94%. This was made up of a growth return of -11.06% and an income return of 6.12%. These returns were calculated as at 31 Jul 2025.
The asset allocation of the Cromwell Riverpark Trust managed fund is :
The Responsible Entity for the Cromwell Riverpark Trust managed fund is Cromwell Funds Management Limited.
The Cromwell Riverpark Trust managed fund belongs to the Unlisted and Direct Property sector/asset class.
As at 31 Jul 2025, the size of the Cromwell Riverpark Trust managed fund was $144.66 million.
The Cromwell Riverpark Trust managed fund has an inception date of 25 Feb 2009.
The current entry price of the Cromwell Riverpark Trust managed fund is $ per unit and the current exit price is $1.58449 per unit (as at 30 Jun 2025).
The current exit price of the Cromwell Riverpark Trust managed fund is $1.58449 per unit and the current entry price is $ per unit (as at 30 Jun 2025).
The minimum initial investment amount for the Cromwell Riverpark Trust managed fund is $10,000.
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.