Open for Investment
Charter Hall Direct PFA Fund (PFA) right-arrow

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.

Fund Snapshot

Open for investment
Current Income Yield
Current Income Yield
7.10 %
Important Information
Portfolio Valuation
Portfolio Valuation
$983m
WALE
WALE
7.5 years

Overview

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.

Why invest?

  • Sustainable and stable tax-advantaged income paid monthly
  • Australian office portfolio anchored by government or well regarded corporate tenants
  • High occupancy levels and long weighted average lease expiries
  • Capital growth potential
  • Low correlation to equities
  • Rolling five-year investment terms
  • Minimum investment $20,000

Australian office markets have generated some of the strongest rental growth rates globally, supported by a growing local economy and strong employment and population growth. Other drivers of office rental growth in Australia include periods of limited supply due to stringent planning controls, the provision of infrastructure enabling improved travelling times to city centres and the changing nature of businesses as they realise the value of office amenity to their workforce.

The Fund invests in office properties in established or emerging Australian office markets, with an emphasis on strong and growing income streams.

See the Product Disclosure Statement for further information, including for a summary of the key risks relating to an investment in the fund.

Looking to invest?

Request a PDS

Awards

PFA is a highly rated fund with an award winning fund manager.

If you are a financial adviser, you can access these reports.

Contact Us

Craig Harding
Investor Communications Executive
Taylor Donovan
Investor Communications Executive

How to Invest

ICONS - TENNANT BENEFIT 1
Read

Read the Product Disclosure Statement (PDS) in full.

ICONS - TENNANT BENEFIT 2
Consider

Consider the offer, paying particular attention to the risks set out in the PDS.

ICONS - TENNANT BENEFIT 3
Consult

Consult your financial adviser, stockbroker and other professional adviser.

ICONS - TENNANT BENEFIT 4
Access

Access our online applications or complete the paper copy accompanying the PDS.

Ready to invest?

Apply online

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Important Information
The responsible entity of and issuer of units in the Charter Hall Direct PFA Fund (ARSN 097 860 690) (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 25 January 2019 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 document 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 document. 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 Ratings (assigned PFA – August 2017) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. 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 (“Zenith”) Australian Financial Services License No. 226872 rating (assigned 19 December 2017) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. 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. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at: http://www.zenithparters.com.au/regulatory-guidelines-funds-research

3. The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 5, 2018 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. 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.