Open for Investment
Charter Hall Direct Funds open for investment - information for advisers

Funds open for investment

Open - 6.00% P.A*
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Charter Hall Direct Long WALE Fund (LWF)
Charter Hall Direct Long WALE Fund is an unlisted property fund with an established and growing portfolio of predominantly long WALE properties diversified across resilient property sectors and essential services.
Open for investment
Current Income Yield
6.00 %
Current Income Yield
Portfolio Valuation
$227m
Portfolio Valuation
Open - 5.90% P.A*
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Charter Hall Direct Industrial Fund No.4 (DIF4)
Charter Hall Direct Industrial Fund No.4 is an unlisted property fund with an established and growing portfolio of quality Australian industrial properties.
Open for investment
Current Income Yield
5.90 %
Current Income Yield
Portfolio Valuation
$1.17bn
Portfolio Valuation
WALE
11.1 years
WALE
Open - 6.90% P.A*
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Charter Hall Direct PFA Fund (PFA)
Charter Hall Direct PFA Fund is an unlisted property fund with an income generating, established and growing Australian office property portfolio anchored by government or well regarded corporate tenants.
Open for investment
Current Income Yield
6.90 %
Current Income Yield
Portfolio Valuation
$1.75bn
Portfolio Valuation
Open - 5.30% P.A*
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Charter Hall Direct Office Fund (DOF)
Charter Hall Direct Office Fund is an unlisted property fund with a diversified and growing quality Australian office property portfolio with a focus on CBD and established property markets.
Open for investment
Current Income Yield
5.30 %
Current Income Yield
Portfolio Valuation
$2.45bn
Portfolio Valuation
Open - 5.36% P.A*
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Charter Hall Maxim Property Securities Fund
Charter Hall Maxim Property Securities Fund 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.
Open for investment
Fund Gross Asset Value
$135m
Fund Gross Asset Value
Fund Performance
5.36 %
Fund Performance
Securities Held
20
Securities Held
Open
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Charter Hall Wholesale Property Series No.1 (WPS1)
Charter Hall Wholesale Partnership Series No.1 is an unlisted property investment for wholesale clients and sophisticated investors only. WPS1 provides investors with access to a diversified portfolio of Australian commercial properties.
Fixed term fund
Open for investment
LWF advisers - contact us

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Commercial property offers mid-to-long-term investments with regular income where your clients can gain exposure to quality properties. 

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Head of Distribution
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State Distribution Manager WA & SA
Paul Ramsay
State Distribution Manager Vic
Craig Harding
Business Development Manager
Marco Triani
Investor Relations & Distribution Manager

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Disclaimer

The responsible entity of and issuer of units in the Charter Hall Direct Office Fund (ARSN 116 064 343), Charter Hall Direct Industrial Fund No.4 (ARSN 615 152 817), Charter Hall Direct PFA Fund (ARSN 097 860 690) and Charter Hall Direct Long WALE Fund (ARSN 622 080 979), all (“Fund or Funds”) is Charter Hall Direct Property Management Limited (“CHDPML”) (ABN 56 073 623 784 AFSL 226849). CHDPML as responsible entity for the Fund/s has issued a Product Disclosure Statement for each Fund (“PDS”) dated 1 March 2019, 1 February 2019, 25 January 2019 and 1 September 2020 respectively, and any supplementary PDS, which set out the offer to apply for units in the relevant Fund. This website is not intended to be and does not constitute a Product Disclosure Statement or disclosure document as those terms are defined in the Corporations Act 2001 (Cth). It does not constitute an offer for the issue sale or purchase of any securities or any recommendation in relation to investing in any asset. This website has been prepared without taking account of any particular investor's objectives financial situation or needs. While every care has been taken in the preparation of this website, CHDPML does not make any representation or warranty as to the accuracy or completeness of any statement in it, including without limitation any forecasts or opinions, and persons viewing this website should conduct their own inquiries and investigations. Forecasts, opinions and estimates provided on this website are based on assumptions, contingencies and market conditions which are subject to change without notice, and may involve significant elements of subjective judgement and assumptions as to future events which may or may not be correct, and should not be relied upon as an indication of future performance. Past performance is not a reliable indicator of future performance. Distribution forecasts are subject to risks outlined in the PDS and distributions may vary in the future. The information contained on this website is subject to change, and CHDPML is not responsible for providing updated information to any person. To the maximum extent permitted by law CHDPML disclaims all liability for any loss or damage which may arise out of the provision to or are by any person of the information contained in this website. All figures stated herein are in Australian dollars unless otherwise stated. If you are considering an investment in any Fund (or making a decision about continuing to hold units in any Fund) you should read the PDS in its entirety and consider the information set out in the PDS in relation to the offer. The PDS sets out the benefits and features of the Fund and the risks of, and fees and costs associated with, investing in the Fund. You can request a copy of the PDS, free of charge, by calling CHDPML on 1300 652 790 and it is also available on this website or by contacting your financial adviser. Applications for units in in any Fund can only be made under the application form enclosed with the relevant PDS. As this website has been prepared without taking account of any particular investor's objectives financial situation or needs, it is important that you consider the PDS for the offer and seek appropriate professional advice having regard to your objectives financial situation and needs before making any investment decision in relation to the offer or the Fund. CHDPML does not receive fees in respect of the general financial product advice it provides, however it will receive fees for operating the Fund, in accordance with the Fund’s constitution. Entities within the Charter Hall Group may also receive fees for managing the assets of, and providing resources to, the Fund which are generally based on the value of the Fund’s assets. For more detail on fees, see the PDS. Any investment is subject to risk, including possible delays in payment and loss of income and principal invested. You should read the PDS for a description of the risks associated with investing in the Fund. Neither CHDPML nor any of its associates, related entities or directors guarantee the performance of any investment or the repayment of monies invested. If this website states that any Fund has been rated or has received a rating, you should be aware that ratings are only one factor to be taken into account when deciding whether to invest in the Fund.

The website should only be read by wholesale clients (within the meaning of that term under the Corporations Act 2001 (Cth)) (“Wholesale Client”). No retail clients (within the meaning of the Corporations Act) will be able to act upon the information contained within. This website has been prepared by Charter Hall Direct Property Management Limited (“CHDPML”) (ABN 56 073 623 784, AFSL 226849) as the responsible entity and the issuer of units in the Charter Hall Wholesale Property Series No.1 (“WPS1”). CHDPML has issued an Information Memorandum (“IM”) for WPS1 on 11 February 2020. Investors should consider the IM and any supplementary IM carefully in determining whether to acquire units in WPS1. The IM and any supplementary IM sets out the offer to apply for units, and will be available at http://www.charterhall.com.au/wholesaleseries or by calling 1300 652 790. Applications for units in WPS1 may only be made by completing the application form contained in the IM and will only be available to Wholesale Clients (within the meaning of the Corporations Act 2001 (Cth)). This website any other documentation including the IM is not, and is not required to be, a disclosure document, product disclosure statement or prospectus (within the meaning of the Corporations Act 2001 (Cth)). It may not contain the same level of disclosure as those documents and has not been, and is not required to be, lodged with the Australian Securities and Investments Commission (“ASIC”). To the maximum extent permitted by law, CHDPML disclaims all liability for any loss or damage which may arise out of the provision to, or by, or use by, any person of the information set out above. This is not an offer to acquire any units or make any investment in WPS1. This information does not constitute an offer for the issue, sale or purchase of any securities, or any recommendation in relation to investing. It does not take into account any particular investors’ objectives, financial situations or needs. If you are considering an investment you should read the relevant IM and any supplementary IM in its entirety and seek appropriate professional advice. Total returns are subject to risks outlined in the IM and supplementary IM. Past performance is not an indicator of future performance. Any forecast or other forward-looking statements contained in this brochure may involve significant elements of subjective judgment and assumptions as to future events which may or may not be correct. Refer to the relevant IM for more detailed information in relation to the financial information and the assumptions and risks underlying the forecast returns. If units in WPS1 are acquired, CHDPML and its associates may receive fees and other benefits, which are fully set out in the IM. This website may not be copied, reproduced, distributed or disseminated to any other person without the express prior approval of CHDPML. 

Investors should consider the product disclosure statement (PDS) issued by the Responsible Entity, One Managed Investment Funds Limited (ABN 47 117 400 987) (AFSL 297042) (OMIFL) is the responsible entity of the Charter Hall Maxim Property Securities Fund ARSN 116 193 563 (Fund). The information contained in this report was not prepared by OMIFL but was prepared by other parties. While OMIFL has no reason to believe that the information is inaccurate, the truth or accuracy of the information contained therein cannot be warranted or guaranteed. Anyone reading this report must obtain and rely upon their own independent advice and inquiries. Investors should consider the Product Disclosure Statement dated 8 November 2018 and Additional Information Booklet dated 8 November 2018 (together the PDS) issued by OMIFL before making any decision regarding the Fund. The PDS contains important information about investing in the Fund and it is important investors obtain and read a copy of the PDS before making a decision about whether to acquire, continue to hold or dispose of units in the Fund. You should also consult a licensed financial adviser before making an investment decision in relation to the Fund. A copy of the PDS may be obtained from http://oneinvestment.com.au or http://charterhall.com.au/. Charter Hall Property Securities Management Limited (ABN 25 104 512 978) (AFSL 238349) is the investment manager of the Fund (Charter Hall Maxim). Neither OMIFL nor Charter Hall Maxim guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this report. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this report, Charter Hall Maxim makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This report has been prepared for the purpose of providing general information only, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this report, and seek professional advice, having regard to their objectives, financial situation and needs. © Charter Hall Group