Head of Distribution
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.
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.
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.
1. The Lonsec rating assigned to Charter Hall Direct Long WALE Fund (assigned September 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.