Open for Investment

Charter Hall Maxim Property Securities Fund


Fund overview

Charter Hall Maxim Property Securities Fund (Maxim) is an actively managed fund that invests in a portfolio of ASX-listed real estate securities, providing a diversified and liquid investment in property.

Maxim aims to provide investors with income and capital growth generated from real property via real estate investment trusts and property related securities listed on the ASX. Maxim seeks to outperform the S&P/ASX 300 A-REIT Accumulation Index (“Index”) by 1.5% per annum after fees and costs over rolling three-year periods.


  • Invest in a diversified portfolio of property/real estate related securities with quality management and assets as determined by our upfront and ongoing due diligence;
  • Manage the portfolio according to our high conviction strategy, investing in no more than 20 securities;
  • Actively identify opportunities where securities may be mispriced and take a long term view on quality managers and assets;
  • Apply a repeatable process with rigid portfolio controls, reviewing each investment with our proprietary research strategy, our portfolio construction methodology and appropriate risk controls.

Why invest

  • Access to a concentrated portfolio of ASX-listed securities focused exclusively on the property sector
  • Ability to unlock value by investing outside of the Index
  • Experienced management team and long track record of outperformance
  • Open ended with daily liquidity
  • Distributions payable quarterly, reinvestment available
  • Minimum investment $5,000


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

The fund is SIV compliant. An investment in the fund is eligible to form part of a complying investment for SIV purposes.

Open for investment

Actively managed

Actively managed

Experienced team

Experienced team

long track record

long track record

Ratings and Awards

Maxim is an award winning fund with an experienced management team.

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

  • Money Magazine Best of the Best Award 2022 - Best Australian Listed Property Fund

Money magazine 2022 logo


New Product Disclosure Statement and Additional Information Booklet issued 9 June 2021

View Announcement

For further fund updates and continuous disclosure notices visit One Managed Investment Funds Limited page here.

Looking to invest? Here's how



Consider the offer, paying particular attention to the risks set out in the PDS and the Fund's target market.



Consult your financial adviser, stockbroker and other professional adviser.



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


Apply online now

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Management team

Mark Ferguson

Mark Ferguson

Head of Charter Hall Maxim Property Securities

Patrick Barrett

Patrick Barrett

Portfolio Manager, Listed Securities

Charter Hall

Charter Hall


Contact us

Important information

Important information

Investors should consider the product disclosure statement (“PDS”) issued by, One Managed Investment Funds Limited (ABN 47 117 400 987) (AFSL 297042) (“OMIFL”) as responsible entity of the Charter Hall Maxim Property Securities Fund ARSN 116 193 563 (“Maxim”). The information contained in this website 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 website must obtain and rely upon their own independent advice and inquiries. Investors should carefully consider each of the Product Disclosure Statement dated 29 September 2022 (together with the Additional Information Booklet dated 29 September 2022) (“PDS”) and Target Market Determination (“TMD”) issued by OMIFL before making any decision about whether to acquire, or continue to hold, an interest in Maxim. Applications for units in Maxim can only be made pursuant to the application form relevant to Maxim. A copy of the PDS dated 29 September 2022, TMD dated TMD dated 25 September 2023, continuous disclosure notices and relevant application form may be obtained from or You should also consult a licensed financial adviser before making an investment decision in relation to Maxim. A copy of the PDS may be obtained from or Charter Hall Property Securities Management Limited (ABN 25 104 512 978) (AFSL 238349) (“Charter Hall Maxim”) is the investment manager of 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 website. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this website, 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 websitehas 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 website, and seek professional advice, having regard to their objectives, financial situation and needs.