Charter Hall Maxim Property Securities Fund

The Charter Hall Maxim Property Securities Fund is a high conviction, actively managed fund, that gives investors exposure to a mix of quality listed A-REITs that own assets across the retail, residential, commercial, industrial and real estate related social infrastructure sectors.

The aim is to outperform the S&P/ASX 300 A-REIT Accumulation Index by 1.5% p.a. over rolling 3 year periods whilst also aiming to achieve a balance between growth in the value of your Units as well as income from your investment. The returns from the Fund are not guaranteed.

Charter Hall Maxim utilises a disciplined investment process combining in-depth fundamental research with disciplined portfolio construction and risk controls to add consistent value over time. The basic premise of Charter Hall Maxim's investment philosophy is that there is a close relationship between the real estate market cycle and the economic cycle.

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