Fund at a glance

  • Properties 8
  • Portfolio valuation $309.9  million
  • Occupancy 100%
  • WALE 13.1 years

The Charter Hall Direct Industrial Fund No.3 (DIF3) is an unlisted property fund investing in a diversified portfolio of Australian industrial property assets.

Following high level of investor interest DIF3 successfully acquired its total equity amount of $165 million. DIF3 will look to acquire a $250 million diversified industrial property portfolio.

The fund aims to deliver investors with sustainable, stable, tax-advantaged income, plus the potential for capital growth.

DIF3  followed the successful launch of DIF1, which attracted close to $120 million of equity from investors in 2012, and DIF2, which attracted $135 million of equity from investors in 2013. 

DIF3 is now closed to investment.

  • DIF3 was rated Highly Recommended1 by Lonsec and AA+ by PIR
  • Charter Hall's Direct property business was awarded the Best Commercial Property Fund Manager at the 2015 CoreData Self-Managed Super Fund (SMSF) Service Provider Awards. Click here to read more. 
SMSF Award 2015

Click on the Lonsec rating logo to download the report.  Lonsec Report is for financial advisers only1.

 

1. The Lonsec Rating (assigned October 2014) presented in this document is 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

View all DIF3 news

Contact

Registry (fund administration) - Boardroom

For enquiries regarding your personal holding in a fund. This includes account balances, unit price and distribution enquiries, requesting a statement, changing contact details and assistance with investor online facilities. Please have your investor number (as shown on your distribution statements) ready to quote.

Charter Hall (manager)

For enquiries regarding the management of a fund. This includes a funds performance, strategic direction, property portfolio holding and new investment opportunities.

DIF4 is the fourth in the highly rated industrial fund series which initially launched in 2010

*Yield based on the forecast FY2018 distribution rate of 6.50 cents per unit. Distributions for future quarters may vary.
Learn more