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  5. Cromwell Riverpark Trust - Managed fund profile

Cromwell Riverpark Trust - Managed Fund

Fund Objective
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.
Fund Strategy
$173 million2, 7 storey commercial office/retail building to be constructed on site located at 33 Breakfast Creek Road, Newstead, Queensland ('the Riverpark Building')

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 0.84% 2.65% 4.62% 9.63% -6.53% -4.75% 1.12% 8.42%
Growth return 0.2% 0.7% 0.67% 1.49% -13.08% -10.95% -4.96% 1.9%
Income return 0.64% 1.95% 3.95% 8.14% 6.55% 6.2% 6.08% 6.52%
Market index (S&P/ASX 200 A-REIT TR)
Total return 4.47% 9.86% 16.7% 14.49% 20.15% 15.35% 12.27% 9%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Cromwell Riverpark Trust
Property & Infrastructure
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Property & Infrastructure
93.02%
Australian Equities
4.32%
International Equities
0.24%
Cash
2.41%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
Cromwell Riverpark Trust
Cromwell Funds Management Limited
CRM0009AU
Unlisted and Direct Property
Not Rated
Investment Fund
25 Feb 2009
$144.95 million (as at 31 Aug 2025)
n/a
$1.59286 (as at 31 Aug 2025)
Closed
Offer information
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

FAQs about the Cromwell Riverpark Trust

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 0.84%. This was made up of a growth return of 0.2% and an income return of 0.64%. These returns were calculated as at 31 Aug 2025.

Cromwell Riverpark Trust’s total return for the last three months was 2.65%. This was made up of a growth return of 0.7% and an income return of 1.95%%. These returns were calculated as at 31 Aug 2025.

Cromwell Riverpark Trust’s one-year total return is 9.63%. This was made up of a growth return of 1.49% and an income return of 8.14%. These returns were calculated as at 31 Aug 2025.

Cromwell Riverpark Trust’s one-year total return is -4.75%. This was made up of a growth return of -10.95% and an income return of 6.2%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Cromwell Riverpark Trust 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 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 Aug 2025, the size of the Cromwell Riverpark Trust managed fund was $144.95 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 $1.59286 per unit (as at 31 Aug 2025).

The current exit price of the Cromwell Riverpark Trust managed fund is $1.59286 per unit and the current entry price is $ per unit (as at 31 Aug 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.