Open for Investment
Charter Hall Direct Long WALE Fund - information for financial advisers

Fund Snapshot

Open for investment
Current Income Yield
Current Income Yield
6.00 %
Important Information
Portfolio Valuation
Portfolio Valuation
$227m
Important Information
WALE
WALE
7.9 years
Important Information

Overview

Charter Hall Direct Long WALE Fund is an unlisted property fund.

It has an established and growing portfolio of predominantly long WALE properties diversified across resilient property sectors and essential services.

Why invest?

  • Sustainable and stable tax-advantaged income paid monthly
  • Diversified portfolio focused on essential services
  • High occupancy levels and long weighted average lease expiries
  • Capital growth potential
  • Five-year investment terms
  • Minimum investment $20,000 or via a wrap platform
  • Available on Ausmaq, Mason Stevens, Netwealth and PowerWrap

The Fund invests in predominantly long WALE Properties diversified across resilient property sectors, including industrial & logistics, convenience and long leased retail, long leased hardware and social infrastructure assets.

The Fund targets quality properties that have long leases to well regarded tenants and structured rental increases, including properties with triple net leases – where the tenant is responsible for all outgoings in addition to the rent payable.

Research & Further Details

LWF advisers - contact us

Ready to contact Charter Hall? Our adviser distribution team is here to help

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

If you would like a copy of the PDS, our marketing materials or you would like to set up an appointment with a member of our adviser distribution team, contact us today. 

Contact us

Contact Us

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

Awards

 

SMSF award icons 2019_300Finalist-Logo-black-text-sizeforweb

 

 

  

Interested in an online application for your clients?

Apply online

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Disclaimer

The responsible entity of and issuer of units in the Charter Hall Direct Long WALE Fund (ARSN 622 080 979) (Fund) is Charter Hall Direct Property Management Limited (CHDPML) (ABN 56 073 623 784; AFSL 226849). CHDPML as responsible entity for the Fund has issued a Product Disclosure Statement (PDS) dated 1 September 2020, which sets out the offer to apply for units in the 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.

1. The Lonsec rating assigned to Charter Hall Direct Long WALE Fund (formerly the Charter Hall Direct Diversified Consumer Staples Fund - June 2020) presented in this website are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445 (“Lonsec”). The ratings are limited to “general advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold CHDPML products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products 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

 

2. The Zenith Investment Partners Pty Ltd (ACN 103 132 672) (“Zenith”) Australian Financial Services Licence No. 226872 rating (assigned 17 December 2020) referred to in this document is limited to “general advice” (as defined by the Corporations Act 2001 (Cth)) 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.

 

3. The Zenith Fund Awards were issued 30 October 2020 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. 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.