- (02) 8277 0000
- Address: Level 16 Governor Macquarie Tower, 1 Farrer Place, Sydney NSW 2000
Charter Hall Maxim Property Securities Fund
One Investment Group - Investors
Charter Hall Maxim Property Securities Fund (the Fund) is a managed investment scheme that provides exposure to a varying mix of listed A-REITs across, but not limited to, the retail, residential, commercial, hotel, industrial and real estate related social infrastructure sectors.
The Fund’s objective is to outperform the S&P/ASX 300 A-REIT Accumulation Index by 1.5% p.a. over rolling 3 year periods whilst also aiming to achieve a balance between growth in the value of your Units as well as income from your investment. The returns from the Fund are not guaranteed.
About.
The Fund may also invest in a selected range of other assets including listed real estate related securities, international listed real estate securities, cash and fixed interest. Charter Hall Property Securities Management Limited (the Investment Manager) will make decisions about buying and selling investments of the Fund daily (often called active management), selecting individual investments and also changing the mix of the types of investments.
The Investment Manager utilises a disciplined investment process combining in-depth fundamental research with disciplined portfolio construction and risk controls with the aim of adding consistent value over time. The basic premise of the Investment Manager’s investment philosophy is that there is a close relationship between the real estate market cycle and the economic cycle.
fund Resources.
- Investor Letter - New PDS 9 June 2021
- RG97 – Website Notice - 13 November 2020
- RG97 – Website Notice - 3 September 2019
- OMIFL Fund update – RE Change of address
- Changes to the Application and Redemption Process - March 2020
- Fund Update – RFF Investment – 8 August 2019
- Fund Update – Change from FOS to AFCA for Complaints - 1 November 2018
- Member Advisory Notice – Constitutional Amendment for AMIT Regime
- Financial Report for the financial year ended 30 June 2025
- Financial Report for the period 1 July 2024 to 31 December 2024
- Financial Report for the financial year ended 30 June 2024
- Financial Report for the period 1 July 2023 to 31 December 2023
- Financial Report for the financial year ended 30 June 2023
- Financial Report for the period 1 July 2022 to 31 December 2022
- Financial Report for the financial year ended 30 June 2022
- Financial Report for the period 1 July 2021 to 31 December 2021
- Financial Report for the financial year ended 30 June 2021
- Financial Report for the period 1 July 2020 to 31 December 2020
- Financial Report for the financial year ended 30 June 2020
- Financial Report for the period 1 July 2019 to 31 December 2019
- Annual Report for the financial year ended 30 June 2019
- Financial Report for the period 1 July 2018 to 31 December 2018
- Annual Report for the financial year ended 30 June 2018
- Financial Report for the period 1 July 2017 to 31 December 2017
- Annual Report for the financial year ended 30 June 2017
- Annual Report for the financial year ended 30 June 2016
- Annual Report for the financial year ended 30 June 2015
- Annual Report for the financial year ended 30 June 2014
Contact Us.
Should you have any queries, please contact us on charterhallmaxim@oneinvestment.com.au
or call us on (02) 8277 0000.
If you have any general queries, please contact us via email enquiries@oneinvestment.com.au.
Get in touch with the one investment team
One Investment Group is an independent funds management business specialising in providing Responsible Entity, Trustee, Custody and Administration services.
Contact Information
- Phone: (02) 8277 0000
-
Address: Level 16 Governor Macquarie Tower,
1 Farrer Place, Sydney NSW 2000
We acknowledge the Traditional Custodians of the land on which our office stands. The Gadigal people of the Eora Nation, and pay our respects to Elders past, present and emerging.