Open To Retail Investors

Charter Hall Direct Industrial Fund No.4 (DIF4)

Last updated 27 July 2026
Charter Hall Direct Industrial Fund No.4 (DIF4)
Min. Investment
$20,000
Objective
Growth and Income
Structure
Managed Fund
Category
Property
Liquidity
Illiquid
Closing date
Open-ended
Funding stage
Unlisted Mature Fund
Security type
Unit in a trust
Target capital
N/A
Availability
Open for investment
Comparison Data

Performance & fees

  1
Morningstar Overall Rating ™
N/A

Performance

1 month3 month1 year3 year5 yearSince Inception
1.81%3.76%8.11%-0.26%3.59%6.89%
Inception date: 3 Jan 2017

Fees

Management fee
0.96%
Performance fee
0.75%
Total cost ratio
1.9%
Performance and Fee data provided by Morningstar as of 28 July 2026.

Investment Highlights

Current distribution yield 5.5% p.a.*
Regular, tax-advantaged income paid quarterly
High occupancy levels and long weighted average lease expiries
Capital growth potential

Important Information

* Distribution yields are calculated at a point in time by dividing the annualised income distribution by the unit price. The distribution yield is calculated at a point in time and will fluctuate when the distribution amount or unit price changes. The distribution yield is based on the forecast distribution rate of 6.00 cpu (annualised) for the quarter ending 30 June 2026, and a unit price of $1.09 as at 30 June 2026. Distributions for future periods may vary. Refer to the Investor Centre for the latest unit price and distribution information.

Overview

CURRENT DISTRIBUTION YIELD*

5.5% p.a.

PORTFOLIO VALUATION**

$3.3bn

WALE (WEIGHTED AVERAGE LEASE EXPIRY)**

8.2 years

OCCUPANCY**

100%

DISTRIBUTIONS

Quarterly

LIQUIDITY

Illiquid

The Fund has no fixed termination date.

Important information

* Distribution yields are calculated at a point in time by dividing the annualised income distribution by the unit price. The distribution yield is calculated at a point in time and will fluctuate when the distribution amount or unit price changes. The distribution yield is based on the forecast distribution rate of 6.00 cpu (annualised) for the quarter ending 30 June 2026, and a unit price of $1.09 as at 30 June 2026. Distributions for future periods may vary. Refer to the Investor Centre for the latest unit price and distribution information.

** Metrics include development assets at their completion value and account for DIF4's look-through investment into Charter Hall Core Logistics Partnership (CLP) and Charter Hall Direct Industrial Fund No.3 (DIF3). DIF4's direct portfolio occupancy is 100%, and 99.98% on a look-through basis.

Charter Hall Direct Industrial Fund No.4 (DIF4) is an unlisted property fund with an established portfolio of quality Australian industrial and logistics properties.

The properties are located in core industrial precincts, with an emphasis on those positioned near major transport infrastructure.

DIF4 aims to deliver long-term investment returns and is well positioned to benefit at an inflection point in the real estate cycle.

 

Core Property, a leading independent investment research provider has reviewed DIF4 and rated the Fund a 'Recommended' rating.

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Important Information:

^ The Core Property rating (assigned in July 2025) presented on this website has been prepared and issued by Core Property Research Pty Ltd (“Core Property”), which is an Authorised Representative ASIC number 1280479 of Core Property Research Holdings Pty Ltd (ACN 633 170 751, AFS License No. 518320) (Licensee), and trading as Core Property. Whilst the information contained in the report has been prepared with all reasonable care from sources that Core Property believes are reliable, no responsibility or liability is accepted by Core Property for any errors, omissions or misstatements however caused. Past performance information is for illustrative purposes only and is not indicative of future performance. The Core Property publication is not and should not be construed as, an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. Any opinion contained in the Report is unsolicited general information only. Neither Core Property nor the Participant is aware that any recipient intends to rely on this Report or of the manner in which a recipient intends to use it. To access the full report, please visit www.coreprop.com.au. The rating is subject to change without notice and Core Property assumes no obligation to update the report.

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.

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 Industrial Fund No.4 (ARSN 615 152 817) (Fund). The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the Fund are available at www.charterhall.com.au. An investment is subject to risks which are summarised in the PDS (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. 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 30 June 2026 and in Australian dollars unless otherwise stated. © Charter Hall Group.

Management

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 our additional listings on Investment Markets:

Important information

^^ 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)).

Documents

Product Disclosure Statement

To receive the Product Disclosure Statement please complete the form on the right (if viewing on desktop) or the form below (if viewing on mobile).

Target Market Determination

Click here to view our Target Market Determination.

Tags

Insights & Media

by Charter Hall Funds Management Limited - ACN 082 991 786

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The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.

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1 For use in Australia: © 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates or content providers; (2) may not be copied, adapted or distributed; (3) is not warranted to be accurate, complete or timely and 4) has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), subsidiary of Morningstar. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information. Past performance is no guarantee of future results.

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