Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
Charter Hall Direct Office
Performance, starting at 100
If you had invested £10,000
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
Sector exposure
Not available for: Charter Hall Direct Industrial 4, Charter Hall Direct Office.
AI comparison
Side by side
| Metric | Charter Hall Direct Industrial 4 | Charter Hall Direct Office |
|---|---|---|
| 1 year returnHighest in bold | ▲ +17.0% | ▲ +15.5% |
| 3 year returnHighest in bold | ▲ +2.2% | ▼ −23.2% |
| 5 year returnHighest in bold | ▲ +17.7% | ▼ −22.2% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q1 of 514 representative funds | Q1 of 516 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £989.1M | £467.4M |
| Volatility, 1 year FE, as at 7 Jul 2026 | 1.6% | 2.0% |
| Sharpe ratio, 1 year FE, as at 7 Jul 2026 | 1.83 | 1.10 |
| Style | n/a | n/a |
| FE sector | GL Open-ended real estate | GL Open-ended real estate |
| Share class | Ordinary · AUD | Ret · AUD |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.