Open for Investment

Charter Hall Direct PFA Fund (PFA)

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PFA

Fund 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?

  • Regular 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
  • Rolling five-year investment terms
  • Minimum investment $20,000

 

View Performance

 

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.

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

Current Income Yield
6.80 %

Current Income Yield

Portfolio Valuation
$2.22bn

Portfolio Valuation

WALE
5.7 years

WALE

Announcements

New Product Disclosure Statement (PDS)

The Fund has issued a new PDS dated 29 August 2022 (PDS). The PDS has been updated to comply with ASIC Regulatory Guide 97. There have been no material changes to the PDS dated 25 January 2019. Visit the Documents and Forms page to download the updated PDS.

Ratings

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

These reports are intended for wholesale clients, AFSL holders or their authorised representatives. By accessing these reports you are confirming that you are a wholesale client, you either hold an AFSL or are an authorised representative.

Click here to download Zenith Report  1

Click here to download Lonsec Report 2

Looking to invest? Here's how

ICONS - TENNANT BENEFIT 2

Consider

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

 

Apply online now

Getting started with Unlisted Direct Property investment

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Interested in getting started? Understand how to invest with us

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

If you’re interested in the benefits of a direct property fund, talk to your financial adviser or contact us directly. 

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Ready to Invest?

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Charter Hall Enquires

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

Charter Hall

Charter Hall

Enquiries

Registry Enquires

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

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 29 August 2022 and any supplementary PDS, which set out the offer to apply for units in the Fund, and has made a target market determination (TMD) for 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 on 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 and the TMD, free of charge, by calling CHDPML on 1300 652 790 and they are 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. You should read the TMD for a description of the target market of 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 Zenith Investment Partners Pty Ltd (ACN 103 132 672) (“Zenith”) Australian Financial Services Licence No. 226872 rating for Charter Hall Direct PFA Fund (APIR MAQ5880AU) (assigned 15 December 2022) 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 Fund Regulatory Guidelines.

2. The Lonsec ratings issued Charter Hall Direct PFA Fund (assigned November 2023) are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (“Lonsec”). Ratings are general advice only (as defined in the Corporations Act 2001 (Cth)), and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement, target market determination (available at www.charterhall.com.au/ddo) and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.