Charter Hall Direct - information for financial advisers

Charter Hall Direct Property is one of Australia’s leading direct property fund managers withover $4 billion of real estate assets under management. We have a strong track record managing unlisted property funds and syndicates since 1995. Our products are consistently highly rated by external research groups. Our skilled and motivated team utilise their industry experience and passion to deliver sustainable returns for our investors, with a focus on outperformance of fund benchmarks.

Charter Hall Direct Property for the third consecutiveyear was awarded the Professional Planner | Zenith Fund Award for Direct Property.*

Charter Hall Direct Property currently has four unlisted property funds open for investment:

Charter Hall Direct Industrial Fund No.4

Charter Hall Direct Diversified Consumer Staples Fund
Charter Hall Direct Office Fund
Charter Hall Direct PFA Fund
Quality industrial property strategically located near major transport infrastructure.

Diversified property portfolio leased to distributors and producers of consumer staples goods.

High quality office property in CBD or established markets.

Income generating office property in established or emerging markets.

Contact our distribution team to learn more about some of the largest unlisted property funds available to retail, SMSF and high net worth investors:

Ross Victor Scott McLennan Marco Triani Monica Hood Harry Horwitz-Rourke

Email or call
0411 754 728

Email or call
0424 006 588

Email or call
0427 028 026

Email or call
0431 478 780

Email or call
0409 488 655

* DOF yield is based on the the fund's actual distribution of 8.25 cpu (annualised) for the December 2018 quarter, and a unit price of $1.47 (Wholesale A units) as at 1 January 2019. PFA yield is based on the the fund's actual distribution of 7.25 cpu (annualised) for the December 2018 quarter, and a unit price of $1.07 (Ordinary units) as at 1 January 2019. DIF4 yield is based on the the fund's actual distribution of 6.50 cpu (annualised) for the December 2018 quarter, and a unit price of $1.08 (Ordinary units) as at 1 January 2019. DCSF yield is based on the the fund's actual distribution of 6.75 cpu (annualised) for the December 2018 quarter, and a unit price of $1.02 (Ordinary units) as at 1 January 2019. Distributions for future quarters may vary. 

* The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 5 2018 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.

The Lonsec Ratings shown here are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Rating is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). In New Zealand it must only be provided to “wholesale clients” (as defined in the Financial Advisers Act 2008 (NZ)). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Charter Hall product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings.

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 ratings are limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives,financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at http://www.zenithpartners. com.au/RegulatoryGuidelines.

 

 

Direct your investments to Australian commercial property

DOF

* Yield is based on distribution of 8.25 cpu (annualised) for the December 2018 quarter, and a unit price of $1.47 (Wholesale A units) as at 1 January 2019.
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Direct your investment to industrial property

* Yield based on actual distribution of 6.50 cpu (annualised) for the December 2018 quarter and $1.08 unit price (Ordinary units) at 1 January 2019.
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Direct your investments to a diversified portfolio

Yield based on actual distribution of 6.75 cents per unit (annualised) for the December 2018 quarter and $1.02 unit price (Ordinary units) at 1 January 2019.
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Invest in an established Australian office portfolio

PFA

*Yield based on actual distribution of 7.25 cpu (annualised) for the December 2018 quarter and $1.07 unit price at 1 January 2019.
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