Charter Hall Direct Property Management LTD·AU60MAQ08548
Charter Hall Direct Industrial 4
1M RETURN
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1 month
3M RETURN
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3 months
1Y RETURN
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3Y RETURN
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5Y RETURN
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cumulative
VOLATILITY
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3Y annualised
SHARPE
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3Y
OCF
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all-in fees
FUND SIZE
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AUM
HOW IT COMPARES
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OVERLAYS
FundBenchmark
3Y · NAV total return · GBP
Charter Hall Direct Industrial 4: holdings, performance and fees
1Y return+17.0%
3Y return+2.2%
5Y return+17.7%
Top countries
AU100.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTHPowered by ClaudeFREE PREVIEW
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Charter Hall Direct Industrial 4 Ordinary has its largest country exposure in AU at 100.0%. 1-year return: +17.0%.
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN
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What if you’d invested?
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Would be worth
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Benchmark—
Based on this fund’s actual return over the past year. Past performance is not a reliable indicator of future results.
Fetched 180 days of price data for top holdings and country ETF proxies via FMP API.
2
Weighted Composite Returns
Daily returns calculated and weighted by fund allocation percentages to create a synthetic portfolio.
3
Linear Regression Analysis
Ordinary Least Squares (OLS) regression fitted to cumulative returns: ŷ = βx + α
4
Forward Projection
Extended regression line 126 trading days (~6 months) to estimate future performance.
Model Statistics
R² (Coefficient of Determination)
0.85
Daily Rate of Change (β)
+0.071%
Data Points Analyzed
180
Components Weighted
6
This is an illustrative, model-generated scenario based on stated assumptions — not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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