Five stars and a recommended title

Cromwell/financial-express/

1 August 2016
| By Anonymous (not verified) |
image
image
expand image

The Cromwell Phoenix Core Listed Property Fund has received Financial Express' highest rating of five stars, while it also received a ‘recommended' rating from research house, Zenith Investment Partners.

Cromwell's listed property fund produced a return of 23.74 per cent over the past year, and outperformed the index by 5.07 based on our analysis of Financial Express' data.

Cromwell Property Group said the fund focused on large, well-established Australian property security and related sectors, which included infrastructure.

The investment was led by Phoneix Portfolio's managing director, Stuart Cartledge.

Cartledge said he was pleased that the fund was praised by several research houses, especially as it was in its first year and in a tough environment.

The fund had also been given a ‘recommended' rating by Lonsec and was available through the Macquarie Wrap, Netwealth, OneVue, BT and HUB24.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago

TOP PERFORMING FUNDS