1592644241.Charter-Hall-PFA-Image
  • Multiple States

Fund Overview

The Charter Hall Direct PFA Fund (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.

Objective of the Fund

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

The Fund provides:

  • 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

Portfolio

As at December 30 2020 the Fund owned a portfolio of 16 assets with an occupancy of 99% (by income) and a WALE of 7.6 years (by income) valued at $1,650 million.

Distributions

The Fund pays distributions monthly.

Term & Liquidity

The minimum investment term is 5 years.

At the end of the Fund’s initial term, ending around August 2022, 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 : 6.90%
  • IRR : n/a
  • Minimum Investment : 20000