Charter Hall Property Securities Fund

    Charter Hall Property Securities Fund (CHPSF) is a new property securities fund developed to meet investors and advisers demand for a lower risk, liquid property product with active stock selection relative to the Benchmark index.

    An investment in the Fund provides a liquid, diversified exposure to some of Australia's highest quality office, retail and industrial property assets in one efficient investment structure. CHPSF will primarily invest into quality Australian Real Estate Investment Trusts (A-REITs) including property groups such as Westfield, Stockland, Goodman Group and Colonial Retail Property Trust. The portfolio is  actively managed to seek to maximise returns over the medium to long-term, in addition to providing a sustainable income distribution.

    CHPSF's objective is to exceed the return of its Benchmark, the S&P/ASX 300 A-REIT Accumulation Index, after fees over the medium term. Click here to view the portfolio construction.

    CHPSF features and benefits
    • Tax advantaged income payable bi-annually
    • Prudent approach to portfolio management
    • Focus on diversification
    • An experienced investment manager, Reliance Investment Management, with insight into Australian real estate fundamentals
    • Active stock selection and portfolio management relative to the Benchmark
    • Hold securities with a compelling investment case - no constraints to Benchmark
    • Daily pricing
    • Suitable for retail, SMSF and IDPS investors
    This information has been prepared by Charter Hall Direct Property Management Limited ABN 56 073 623 784; AFSL 226849 ("CHDPML") for information purposes only. This website is not an offer to sell or a solicitation or an offer to subscribe or purchase or a recommendation of any securities referred to herein and the information has not taken into account any potential investors' personal objectives, financial situation or needs. Before investing, you should consider your own objectives, financial situation and needs or you should obtain financial, legal and/or taxation advice. CHDPML does not receive fees in respect of the general financial product advice they may provide, however they will receive fees for operating Charter Hall Property Securities Fund ("CHPSF") which, in accordance with CHPSF's Constitution, are calculated by reference to the value of the assets of CHPSF. Entities within the Charter Hall Group may also receive fees for managing the assets of, and providing resources to CHPSF. For more detail on fees, see our latest annual report. To contact us, call 1300 365 585 (local call cost).