Introducing Mark Ferguson to Charter Hall Maxim Property Securities

Charter Hall Group (Charter Hall or the Group) is pleased to announce Mark Ferguson has been appointed as Head of the Charter Hall Maxim Property Securities business (Maxim), bringing almost 30-years of listed property securities experience to the role.

Mr Ferguson is highly experienced in managing REITs and has held senior roles with AMP Capital and Macquarie Group. Mr Ferguson joined Charter Hall this month to take over from Winston Sammut, who founded Maxim 17-years ago and is stepping down from the Maxim business in January 2023.

Mr Sammut has agreed to assist with a smooth transition over the coming months, as Mr Ferguson assumes this leadership role working with Portfolio Manager, Pat Barrett, as Maxim continues to provide strong risk adjusted returns for institutional, HNW, SMSF and retail investors, consistent with the broader investor base within Charter Hall Group.

Charter Hall Managing Director & Group CEO, David Harrison, said, “We’re pleased to welcome Mark Ferguson to Charter Hall’s Maxim Property Securities business, which has provided strong risk adjusted returns for investors since it was founded by Winston Sammut 17-years ago.”

“With an impressive and specialised career spanning almost three decades, Mark Ferguson brings deep experience to Maxim’s award-winning Funds, after delivering sector leading returns investing in REITs in previous roles.

“Winston Sammut has delivered strong results over an impressive career, and we take this opportunity to thank Winston for his dedication and impressive investor returns since joining Charter Hall in 2018, as part of the Folkestone acquisition,” said Mr Harrison.

Head of Charter Hall Maxim Property Securities, Mark Ferguson, said, “I’m pleased to be joining the exceptional team at Charter Hall and the opportunity to work closely with Maxim’s valued clients and my colleague, Pat Barrett, as Portfolio Manager.”

“It is exciting to be delivering performance for our Fund and partnership clients, investing in the REIT sector, which is currently priced at historically deep discounts to net asset value, providing both strong income distribution yields and prospective capital growth,” said Mr Ferguson.

Mr Sammut said, “I am pleased to handover this multi award-winning Fund to Mark Ferguson and I am confident that through his knowledge and track record, he is capable of continuing the outstanding returns to investors into the future.”

Learn more about Maxim Property Securities Fund here.