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 nearly $2 billion of institutional domestic and offshore capital, with a target +$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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^{** Target Portfolio GAV and equity raising target for the Underlying Fund (Charter Hall Convenience Retail Fund).}

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 in relation to the Charter Hall Direct Convenience Retail Fund (“DCRF”) should only be read by wholesale clients (within the meaning of that term under the Corporations Act 2001 (Cth) (“Corporations Act”)) (“Wholesale Client”). No retail clients (within the meaning of the Corporations Act) will be able to act upon the information contained within this website in relation to DCRF. The information on this website in relation to DCRF has been prepared by Charter Hall Direct Property Management Limited (“CHDPML”) (ABN 56 073 623 784, AFSL 226849) as the responsible entity and the issuer of units in DCRF. CHDPML has issued an Information Memorandum (“IM”) for DCRF dated 4 September 2025. Investors should consider the IM and any supplementary IM carefully in determining whether to apply to acquire units in DCRF. The IM and any supplementary IM set out the offer to apply for units, and will be available at www.charterhall.com.au/dcrf or by calling 1300 652 790. Applications for units in DCRF may only be made by completing the application form contained in the IM and will only be available to Wholesale Clients. This website and any other documentation including the IM and any supplementary IM is not, and is not required to be, a disclosure document, product disclosure statement or prospectus (within the meaning of the Corporations Act). It may not contain the same level of disclosure as those documents and has not been, and is not required to be, lodged with the Australian Securities and Investments Commission (“ASIC”). 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 by, or use by, any person of the information set out above. This is not an offer to acquire any units or make any investment in DCRF. This information does not constitute an offer for the issue, sale or purchase of any securities, or any recommendation in relation to investing. The information on this website is general in nature and does not take into account any particular investors’ objectives, financial situations or needs. If you are considering an investment in DCRF you should read the IM and any supplementary IM in its entirety and seek appropriate professional advice. Total returns are subject to risks outlined in the IM and supplementary IM. Past performance is not an indicator of future performance. Any forecast or other forward-looking statements contained in this website may involve significant elements of subjective judgment and assumptions as to future events which may or may not be correct. Refer to the IM and any supplementary IM for more detailed information in relation to the financial information and the assumptions and risks underlying the forecast returns. Whilst all care has been taken in 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 in this website in relation to DCRF. CHDPML does not accept liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. If units in DCRF are acquired, CHDPML and its associates may receive fees and other benefits, which are fully set out in the IM. The information on this website in relation to DCRF may not be copied, reproduced, distributed or disseminated to any other person without the express prior approval of CHDPML. © Charter Hall Group