CharterHall1
  • Multiple States

Fund Overview

The Charter Hall Maxim Property Securities Fund (Fund) gives investors exposure to a mix of quality listed A-REITs that own assets across the retail, residential, commercial, industrial and real estate related social infrastructure sectors.

Fund Objective and Strategy

The Charter Hall Maxim Property Securities Fund aims to outperform the S&P/ASX 300 A-REIT Accumulation Index by 1.5% p.a. over rolling 3 year periods whilst also aiming to achieve a balance between growth in the value of your Units as well as income from your investment. The returns from the Fund are not guaranteed.

The  Fund utilises a disciplined investment process combining in-depth fundamental research with disciplined portfolio construction and risk controls with the aim of adding consistent value over time.

The basic premise of the Fund’s investment philosophy is that there is a close relationship between the real estate market cycle and the economic cycle.

Distributions

The Fund pays distributions quarterly.

Historical Performance

Click here for the latest performance of this Fund and other property securities funds.

Liquidity

The Fund offers daily liquidity.

Fees

The Fund charges an ongoing management fee of 0.85% of the Net Asset Value of the Fund.

There is a 0.25% spread between the buy unit price and the sell unit price.

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 : Property Securities Funds
  • Manager : Charter Hall
  • Term : Open-ended
  • Yield : n/a
  • IRR : n/a
  • Minimum Investment : 5000