closed

BW

Fund overview

The trust aims to provide investors with sustainable and stable, tax-advantaged income and the potential for capital growth.

The trust is closed to new investment. If you are a existing investor looking for your holding information, please go to InvestorServe. Looking for a new investment opportunity? To build your wealth with a highly rated and award winning fund manager view our open investment opportunities.

Fixed term fund

Closed for investment

Announcements

Important information: Notice of Meeting and Explanatory Memorandum

On 27 March 2024, Investors in Charter Hall Direct BW Trust (BW or Trust) were sent correspondence and details of an upcoming Meeting to consider and vote on a Proposal for the Trust to become open ended with rolling five-year Investment Periods.

The Trust has a strong track record of outperformance and the Proposal seeks to convert the Trust and capitalise on current market conditions to continue to drive investment performance for Investors over the long term, including making strategic acquisitions.

By extending your investment, you will continue to receive regular income and the potential for capital growth.

Important information in relation to the Proposal can be found in the Notice of Meeting and Explanatory Memorandum.

> Download the Notice of Meeting and Explanatory Memorandum

Liquidity Event

If the Resolution is approved, Investors will also have the opportunity to exit some or all of their investment in the Trust under a Liquidity Event.

Investors who wish to dispose of their Units under the Liquidity Event should complete the Liquidity Request form.

See the Notice of Meeting and Explanatory Memorandum for further details.

> Download the Liquidity Request form

Key dates

Return of proxy forms: By 9.30am AEST on Monday, 22 April 2024

Return of Liquidity Request form: By 5pm AEST on Monday, 22 April 2024

Meeting: At 9.30am AEST on Wednesday, 24 April 2024

Please email direct.property@charterhall.com.au if you plan to attend the meeting in person. If you require a replacement of your personalised proxy form, please email charterhall@boardroomlimited.com.au

The Charter Hall Direct BW Trust (BW) is closed to new investment.

The Charter Hall Direct BW Trust is an unlisted property syndicate investing in near new Bunnings retail properties located in strategic metropolitan and regional areas.

The trust aims to provide investors with sustainable and stable, tax-advantaged income and the potential for capital growth.

Charter Hall Enquires

For enquiries regarding the management of a fund, including performance, strategic direction, property portfolio and new investment opportunities.

Charter Hall

General enquiries

Registry Enquires

For information about your holding, including tax statements, distributions and changing contact or bank details.

Registry – Boardroom

Fund administration

Important information

This material has been prepared by Charter Hall Direct Property Management Limited (ABN 56 073 623 784; AFSL 226849) (CHDPML) for information purposes only. This website is not an offer to sell or a solicitation or an offer to subscribe or purchase or a recommendation of any securities referred to herein and the information has not taken into account any potential investors' personal objectives, financial situation or needs. Before investing, you should consider your own objectives, financial situation and needs or you should obtain financial, legal and/or taxation advice. CHDPML does not receive fees in respect of the general financial product advice they may provide, however they will receive fees for operating Charter Hall Direct BW Trust (CHIF11 or Trust) which, in accordance with CHIF11's Constitution, are calculated by reference to the value of the assets of CHIF11. Entities within the Charter Hall Group may also receive fees for managing the assets of, and providing resources to, CHIF11. For more detail on fees, see the Trust’s Product Disclosure Statement (PDS). To contact us or obtain a copy of the relevant PDS, call 1300 652 790 (local call cost).

Charter Hall Direct BW Trust (BW)

Fund overview

Announcements

Important information: Notice of Meeting and Explanatory Memorandum

On 27 March 2024, Investors in Charter Hall Direct BW Trust (BW or Trust) were sent correspondence and details of an upcoming Meeting to consider and vote on a Proposal for the Trust to become open ended with rolling five-year Investment Periods.

The Charter Hall Direct BW Trust (BW) is closed to new investment.

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Charter Hall Enquires

Charter Hall

Registry Enquires

Registry – Boardroom

Important information

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