Charter Hall Direct Convenience Retail Fund (DCRF)

Bonus Wholesale Units for early Investors

Under a Limited Offer, Applicants whose application monies form part of the first $15 million received, will receive 1.0% bonus Wholesale Units.**

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^{** Bonus Wholesale Units: Under the Limited Offer, Applicants whose application monies form part of the first $15,000,000 (or such other amount as the Trustee determines) received by the Trustee in respect of which no Equity Raising Fee is payable in connection with their application, will receive 1.0% bonus Wholesale Units. By way of example, an Investor will be issued an additional 1,000 bonus Wholesale Units for every 100,000 Wholesale Units subscribed for (equating to 101,000 Wholesale Units for every $100,000 invested).}

DCRF provides wholesale investors exclusive access to Charter Hall’s institutional convenience retail pooled fund at a strategically opportune time in the market cycle. Charter Hall Direct Convenience Retail Fund (DCRF) is an open-ended, unlisted property fund providing access to a defensive Portfolio of high-quality non-discretionary convenience-based retail properties through its investment in the Charter Hall Convenience Retail Fund (CCRF), an institutional pooled fund managed by Charter Hall Group.

The Fund provides investors an opportunity to co-invest alongside $3 billion of institutional domestic and offshore capital, with a +$3 billion Portfolio**.

DCRF offers at an attractive entry point to the convenience retail sector at a strategically opportune time in the market cycle, supported by improving interest rates, strong population growth and a historically low supply pipeline.

Income strength and resilience is underpinned by quality tenants on long-term leases, providing exposure to some of Australia's leading retail brands.

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^{** Portfolio metrics of the Underlying Fund, Charter Hall Convenience Retail Fund (CCRF) as at 31 December 2025.}

View the DCRF property portfolio 

Zenith Investment Partners, a leading independent investment research provider has reviewed DCRF and rated the Fund a 'Recommended' rating. Request Zenith Research Report

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^{^ Ratings are only one factor to be taken into account when deciding whether to invest in a financial product. Consider your personal circumstances, read the Information Memorandum and seek independent financial advice before investing. The Zenith Investment Partners Pty Ltd (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating of Charter Hall Direct Convenience Retail Fund (APIR MAQ3360AU) (assigned 25 September 2025) 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 Information Memorandum 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/.}

Important information

The information on this website has been prepared by Charter Hall Direct Property Management Limited ABN 56 073 623 784 AFSL 226849 (CHDPML) as the issuer of units in the Charter Hall Direct Convenience Retail Fund (Fund). The Information Memorandum (IM) for the Fund is available at www.charterhall.com.au. An investment is subject to risks which are summarised in the IM (Offer Document). You should consider the Offer Document and any supplementary Offer Document in deciding whether to acquire or continue to hold the product. The information on this website is not an offer of units in the Fund or an offer to buy or sell any financial product and should not be relied on in making an investment decision. The information is general in nature and does not take into account your investment objectives, particular needs or financial situation. You should seek independent financial advice. Applications to invest can only be made using the application form relevant to the product. You can obtain a copy of the Offer Document and application form from www.charterhall.com.au or by calling 1300 652 790. You can only apply to invest in the Fund if you are a wholesale client (within the meaning of that term under the Corporations Act 2001 (Cth)). Whilst all care has been taken in the preparation of the information on this website CHDPML does not give any representation or warranty as to the reliability, completeness or accuracy of the information contained on this website. CHDPML does not accept liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. Past performance is not a reliable indicator of future performance. Any forward-looking statement on this website is predictive in character and may be affected by inaccurate assumptions or by known or unknown risks and uncertainties and may differ materially from results ultimately achieved. All figures on this website are as at 31 December 2025 and in Australian dollars unless otherwise stated. © Charter Hall Group.

Charter Hall is Australia’s leading fully integrated diversified property investment and funds management group. We use our expertise to access, deploy, manage and invest equity to create value and generate superior returns for our investor customers. We’ve curated a diverse portfolio of high-quality properties across our core sectors – Office, Industrial & Logistics, Retail and Social Infrastructure. With partnerships and financial discipline at the heart of our approach, we create and invest in places that support our customers, people and communities to grow.

The strength of our strategy, the depth of our partnerships and drive of our people has underpinned our ability to outperform over the long-term. And we continue to have a relentless focus on outperformance for our fund investors.

Charter Hall Direct, part of Charter Hall Group, is one of Australia’s leading direct property fund managers for SMSFs, high net worth individuals and retail investors. We have a strong track record of managing unlisted property funds through all market cycles, since 1995.

View key management profiles

View our additional listings on Investment Markets:

• Charter Hall Direct Industrial Fund No.4 (DIF4)
• Charter Hall Direct Long WALE Fund (LWF)
• Charter Hall Direct Office Fund (DOF)
  
  

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^{^^ You can only apply to invest in a Wholesale Fund if you are a wholesale client (within the meaning of that term under the Corporations Act 2001 (Cth)).}