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Helping you to deliver the outcomes your clients deserve

As a financial adviser, your clients depend on you to help them realise their long term ambitions.

With funds open to investment across our core property sectors, we make it easy for you to add stable, commercial property investments to the portfolio mix you recommend to clients.

With a focus on quality assets with the potential for growth, and long-term leases, our funds make a solid addition to a wide range of investment strategies.

Our innovative products are backed by the support you need to help your clients make better informed decisions. This includes regular updates, research reports, adviser specific materials, online applications and access to clients holdings via the registry portal. 

 

Registry Login - Financial Advisers

AdviserServe, hosted by the registry Boardroom, provides financial advisers and dealer groups with the ability to search and access essential information regarding their clients, investments, payments or forms.

As a dealer group or financial adviser, AdviserServe's 24/7 access via a desktop, laptop, tablet or mobile phone gives you the control to access your client's information in your own time, anywhere you have an Internet connection.

Registry Login - Advisers

Open Funds

Explore our funds that are currently open for investment.

 

Open - 6.20% P.A*
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Charter Hall Direct Industrial Fund No.4 (DIF4)
Charter Hall Direct Industrial Fund No.4 is an unlisted property fund with an established and growing portfolio of quality Australian industrial properties.
Open for investment
Current Income Yield
6.20 %
Current Income Yield
Portfolio Valuation
$375m
Portfolio Valuation
WALE
10.2 years
WALE
Open - 5.70% P.A*
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Charter Hall Direct Office Fund (DOF)
Charter Hall Direct Office Fund is an unlisted property fund with a diversified and growing quality Australian office property portfolio with a focus on CBD and established property markets.
Open for investment
Current Income Yield
5.70 %
Current Income Yield
Portfolio Valuation
$2.09bn
Portfolio Valuation
WALE
8.6 years
WALE
Open - 7.00% P.A*
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Charter Hall Direct PFA Fund (PFA)
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.
Open for investment
Current Income Yield
7.00 %
Current Income Yield
Portfolio Valuation
$983m
Portfolio Valuation
WALE
7.5 years
WALE
Open - 6.90% P.A*
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Charter Hall Direct Diversified Consumer Staples Fund (DCSF)
Charter Hall Direct Diversified Consumer Staples Fund is an unlisted property fund with a diversified and growing portfolio of commercial properties leased to distributors and producers of consumer staples goods.
Open for investment
Current Income Yield
6.90 %
Current Income Yield
Portfolio Valuation
$119m
Portfolio Valuation
WALE
7.2 years
WALE
Open - 5.36% P.A*
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Charter Hall Maxim Property Securities Fund
Charter Hall Maxim Property Securities 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.
Open for investment
Fund Gross Asset Value
$135m
Fund Gross Asset Value
Fund Performance
5.36 %
Fund Performance
Securities Held
20
Securities Held

If you're looking for a closed fund that your client is invested in, search here. 

Open
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Charter Hall Group (ASX: CHC)
Charter Hall Group (ASX: CHC) is an integrated property group that manages listed and unlisted property funds on behalf of wholesale, institutional and retail investors.
Properties
844
Properties
Funds Under Management
$30.4bn
Funds Under Management
Occupancy
97.9%
Occupancy
WALE
8.2 years
WALE
Open
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Charter Hall Long WALE REIT (ASX: CLW)
Charter Hall Long WALE REIT is an Australian Real Estate Investment Trust (REIT) investing in high quality real estate assets that are predominantly leased to corporate and government tenants on long term leases.
Portfolio Valuation
$2.13bn
Portfolio Valuation
Occupancy
99.6%
Occupancy
WALE
12.5 years
WALE
Open
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Charter Hall Retail REIT (ASX: CQR)
Charter Hall Retail REIT invests in high quality Australian supermarket anchored convenience and convenience-plus shopping centres.
Properties
58
Properties
Portfolio Valuation
$2.9bn
Portfolio Valuation
Occupancy
98.1%
Occupancy
WALE
6.5 years
WALE
Open
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Charter Hall Education Trust (ASX: CQE)
Charter Hall Education Trust (ASX: CQE) is the largest Australian ASX listed real estate investment trust (A-REIT) that invests in social infrastructure properties.
Portfolio Valuation
$1.1bn
Portfolio Valuation

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Important Information

The responsible entity of and issuer of units in the Charter Hall Direct Office Fund (ARSN 116 064 343), Charter Hall Direct Industrial Fund No.4 (ARSN 615 152 817), Charter Hall Direct PFA Fund (ARSN 097 860 690) and Charter Hall Direct Diversified Consumer Staples Fund (ARSN 622 080 979), all (Fund or Funds) is Charter Hall Direct Property Management Limited (CHDPML) (ABN 56 073 623 784; AFSL 226849). CHDPML as responsible entity for the Fund/s has issued a Product Disclosure Statement (PDS) dated 1 March 2019, 1 February 2019, 25 January 2019 and 23 October 2017 respectively, which set out the offer to apply for units in the relevant Fund. This website is not intended to be and does not constitute a PDS 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 document 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 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 in this document. To contact us or obtain a copy of the relevant PDS, call 1300 652 790 (local call cost).