Invest in everyday convenience

Limited Offer of bonus Wholesale Units for early direct investors

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

*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).

Why Australian convenience retail property

Income underpinned by Australia's leading retailers

Important information

All dates are subject to change and are at the discretion of the Trustee. The Trustee may also not proceed with the Offer in its discretion.

Download the Information Memorandum

Looking to invest? Here’s how

1. Ratings are only one factor to be taken into account when deciding whether to invest in a Charter Hall product. Ratings are subject to change and further information about the ratings is available at www.charterhall.com.au. This report is intended for wholesale clients, AFSL holders or their authorised representatives, by accessing this report you are confirming that you are a wholesale client or you either hold an AFSL or are an authorised representative.

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 11 December 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/.

2. Ratings are only one factor to be taken into account when deciding whether to invest in a Charter Hall product. Ratings are subject to change and further information about the ratings is available at www.charterhall.com.au. The Core Property rating (assigned in July 2025) presented in this document 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.