Charter Hall
Enquiries
Why invest?
The Fund invests in predominantly long WALE properties diversified across geographies and sectors, including industrial & logistics, social infrastructure assets, long leased retail and office assets.
See the Product Disclosure Statement for further information, including for a summary of the key risks relating to an investment in the Fund.
The target market for the Fund is investors with a medium risk and return profile who are seeking capital growth and income distributions by investing up to 10% of their investment portfolio for a long investment timeframe. The Fund should be considered an illiquid investment, and investors who require access to their capital other than in response to the major five-yearly liquidity events are not in the target market.
Continuous disclosure
The Responsible Entity advises that it fulfils its continuous disclosure requirements by way of website disclosure:
The Fund has issued a new PDS dated 23 October 2023. The PDS has been updated as part of a regular review process and includes amendments to the portfolio information and updates to figures and dates, amongst other things. Key portfolio information can be found on the Property Portfolio page. Visit the Resources page to download the PDS.
LWF 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
Read the Product Disclosure Statement (PDS) and Target Market Determination (TMD) in full.
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.
For enquiries regarding the management of a fund, including performance, strategic direction, property portfolio and new investment opportunities.
Enquiries
For information about your holding, including tax statements, distributions and changing contact or bank details.
Enquiries
1. The Zenith Investment Partners Pty Ltd (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating Charter Hall Direct Long WALE Fund (APIR MAQ5703AU) (assigned 13 December 2023) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. 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. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at https://www.zenithpartners.com.au/our-solutions/investment-research/regulatory-guidelines/.
2. The Lonsec rating issued for the Charter Hall Direct Long WALE Fund (assigned May 2024) is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement 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. © 2024 Lonsec. All rights reserved.