Cromwell Phoenix Opportunities Fund
CRM0028AU
Cromwell Phoenix Opportunities Fund CRM0028AU Strategy
The Fund holds a concentrated portfolio of ASX listed small capitalisation securities (“microcaps”) that are selected using a value orientated “best ideas” investment philosophy. Investments are likely to be in small companies with the majority selected from outside the top 300 listed securities by market capitalisation. Microcaps are considered to be the most inefficiently priced sector of the Australian securities market and offer the greatest potential to add value through an active management approach.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Listed Investment Companies monthly performance: May 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,875.30 | 60.00 | 0.68% |
| CAC 40 | 7,820.88 | 12.71 | 0.16% |
| DAX 40 | 24,204.94 | 44.30 | 0.18% |
| Dow JONES (US) | 44,459.65 | 88.14 | 0.20% |
| FTSE 100 | 8,997.70 | 0.36 | -0.00% |
| HKSE | 24,590.12 | 386.80 | 1.60% |
| NASDAQ | 20,640.33 | 54.80 | 0.27% |
| Nikkei 225 | 39,678.02 | 218.40 | 0.55% |
| NZX 50 Index | 12,689.63 | 10.94 | 0.09% |
| S&P 500 | 6,268.56 | 8.81 | 0.14% |
| S&P/ASX 200 | 8,630.30 | 59.90 | 0.70% |
| SSE Composite Index | 3,505.00 | 14.65 | -0.42% |