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  • Multiple States

Fund Overview

The Charter Hall Direct Industrial Fund No.4 (Fund) is an unlisted property fund with an established and growing portfolio of quality Australian industrial properties.

Objective of the Fund

The Charter Hall Direct Industrial Fund No.4 invests in quality industrial properties in Australian industrial precincts, with an emphasis on those positioned near major transport infrastructure.

The Fund provides:

  • Sustainable and stable tax-advantaged income paid quarterly
  • Diversified portfolio of quality Australian industrial properties
  • High occupancy levels and long weighted average lease expiries
  • Capital growth potential
  • Low correlation to equities

Portfolio

As at December 30 2020 the Fund owned a portfolio of 23 assets directly and 38 assets indirectly with an occupancy of 99% (by income) and a WALE of 11.1 years (by income) valued at $1,170 million.

Distributions

The Fund pays distributions quarterly.

Term & Liquidity

The minimum investment term is 5 years.

At the end of the Fund’s initial term, ending around November 2021, the Fund intends to provide a liquidity event whereby all investors will be offered an opportunity to redeem part or all their investment.

Withdrawals will be limited to the terms detailed in the PDS and are subject to the Fund’s liquidity policy.

Fees

Refer to the PDS.

More Information

For more information please contact the manager for a PDS.

For more information on unlisted property funds and property syndicates please refer to the following guide.

Disclaimer

The information provided above should be seen as factual information and not financial advice.   All the information provided is not intended to imply any recommendation or opinion about a financial product.

We recommend seeking advice from professional and qualified financial planners prior to investing in any financial product.   

Overview

  • Category : Equity Funds
  • Manager : Charter Hall
  • Term : Open-ended (minimum 5 years)
  • Yield : 5.90%
  • IRR : n/a
  • Minimum Investment : 20000