Closed for Investment

Charter Hall Direct BW Trust (BW)

closed
BW

Fund overview

The trust aims to provide investors with regular, tax-advantaged income and the potential for capital growth.

The trust is closed to new investment.  If you are a existing investor looking for your holding information, please go to InvestorServe.  Looking for a new investment opportunity? To build your wealth with a highly rated and award winning fund manager view our open investment opportunities.

Closed for investment

Announcements

Charter Hall Direct BW Trust (BW or Trust) - Important information: Meeting results

On Wednesday 24 April 2024, a meeting of Charter Hall Direct BW Trust investors was held to consider converting the Trust to become open ended, with rolling five-year Investment Periods, the next of which will end in 2029.

We are pleased to advise that investors voted in favour of the resolution. We will provide further information to investors in due course, including to those investors that submitted a Liquidity Request form.

The Charter Hall Direct BW Trust (BW) is closed to new investment.

The Charter Hall Direct BW Trust is an unlisted property syndicate investing in near new Bunnings retail properties located in strategic metropolitan and regional areas.

The trust aims to provide investors with regular, tax-advantaged income and the potential for capital growth.

 

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Charter Hall Enquiries

For enquiries regarding the management of a fund, including performance, strategic direction, property portfolio and new investment opportunities.

Charter Hall

Charter Hall

General enquiries

Registry Enquiries

For information about your holding, including tax statements, distributions and changing contact or bank details.

Registry –  Boardroom

Registry –  Boardroom

Fund administration

Important information

This website is issued 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 BW Trust (ARSN 168 191 133) (Fund). The Fund is not open for investment. 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. Whilst all care has been taken in preparation of 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. © Charter Hall Group.