Phoenix Portfolios

To succeed in highly competitive investment markets, Phoenix Portfolios (Phoenix) seek to be experts in niche sectors of the market including property, infrastructure and small/micro-cap stocks. Our focus and in-depth research provides us with a knowledge-based competitive edge.

The business is partly owned by staff and partly owned by ASX-listed Cromwell Property Group. Cromwell is an active participant in direct property markets and provides valuable insights into the Phoenix research process.

Established in 2006, this Australian based business has delivered an impressive track record across its niche markets, winning multiple industry awards.

Phoenix is a signatory to the United Nations-backed Principles for Responsible Investment Initiative.

Investment Strategy

Investment philosophy

Phoenix believes that over the long term, superior investment performance can be achieved through investing in well-managed, shareholder-focused companies that are trading at a discount to their underlying intrinsic value.

Long-term valuation models

Detailed valuation models are built for every security in the investment universe. These models capture and analyse historical financial information and are used to make forecasts of future business outcomes.

Risk management

Phoenix actively manages the risks in its portfolios through understanding and quantifying their potential impact under various scenarios, and through portfolio diversification.

Cromwell Phoenix Property Securities Fund (PSF)

This award-winning Fund is one of the top performing property securities funds in Australia, with underlying investments chosen by Phoenix Portfolios using a ‘best ideas’ approach.

Cromwell Phoenix
Opportunities Fund (POF)

This value-orientated Fund invests in ASX-listed microcaps using Phoenix Portfolios’ ‘best ideas’ approach and aims to find hidden value in under-researched stocks.

1Ten-year absolute ranking out of 96 Equity Australia Real Estate funds as at 31 August 2021. © 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf and www.morningstar.com.au/s/fapds.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.

Past performance is not an indication of future performance. Actual results could differ materially from those referred to in the website. In particular, distributions and capital growth are not guaranteed and are subject to the risks and assumptions detailed in the relevant offer documents. This website has been prepared without taking into account any investor’s objectives, financial situation or needs. Therefore, in making an investment decision, investors should consider the relevant offer documents and assess, with or without a financial or tax adviser, whether an investment is appropriate given the investor’s objectives, financial situation or needs.

Cromwell Funds Management Limited ABN 63 114 782 777, AFSL 333214 (CFM) is the responsible entity of, and issuer of units in, the Cromwell Phoenix Property Securities Fund ARSN 129 580 267 (PSF) and the Cromwell Phoenix Opportunities Fund ARSN 602 776 536 (POF).

Before making any investment decision in relation to these funds, it is important that you read the relevant offer document issued by CFM, available from www.cromwell.com.au or by calling 1300 268 078.

Neither CFM or Phoenix nor their related entities, directors or officers give any guarantee as to the success of the PSF or POF, amount or timing of distributions, capital growth or taxation consequences of investing in the funds.

CFM does not receive any fees for the general advice given on this website. If you acquire units in an investment product CFM will receive fees as disclosed in the relevant offer document.