This report shows public data only. Is this your organisation? If so, login here to view your full report.

Charter Hall Group

PRI reporting framework 2020

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Charter Hall Group (ASX:CHC) is one of Australia’s leading fully integrated property groups, with a total property portfolio of $30.4 billion as at 30 June 2019 (the PRI reporting year), which post balance date has grown to $38.9 billion (at 31 December 2019) of high quality, long leased properties.

Our diversified property investment portfolio extends across office, industrial and logistics, retail and social infrastructure assets. On behalf of our institutional, wholesale and retail investors, we own and manage a leading portfolio of 844 commercial properties, at 30 June 2019 (growing to 1,044 at 31 December 2019) around Australia, including office buildings, retail properties via supermarket anchored retail centres, hardware, convenience retail, hospitality assets and automotive dealerships, a rapidly growing stable of industrial and logistics assets, telco exchanges and childcare centres. The Charter Hall Group has offices in Sydney, Melbourne, Brisbane, Adelaide and Perth and has over 29 years’ experience managing and investing in high quality property on behalf of customers.

Charter Hall’s success is driven by our focus on our tenant and investor customers. We look to partner with our tenants, growing with them and helping meet their property needs. We invest alongside our capital partners, creating value and generating superior investment returns together.

Our $6.8 billion development pipeline creates new assets for our investors, improving future returns, while creating opportunities for our tenant partners to expand and adapt their businesses.

Sustainability and innovation are key elements of our approach. By ensuring our actions are innovative, commercially sound and make a difference to our people, customers and the environment, Charter Hall makes a positive impact for its investors, the community and the Group.

 


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Australia

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

496 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

30/06/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

04.5. Additional information. [Optional]

Charter Hall Group (ASX:CHC) is one of Australia’s leading fully integrated property groups, with a total property portfolio of $30.4 billion as at 30 June 2019 (the PRI reporting year), which post balance date has grown to $38.9 billion (at 31 December 2019) of high quality, long leased properties.

Our diversified property investment portfolio extends across office, industrial and logistics, retail and social infrastructure assets. On behalf of our institutional, wholesale and retail investors, we own and manage a leading portfolio of 844 commercial properties, at 30 June 2019 (growing to 1,044 at 31 December 2019) around Australia, including office buildings, retail properties via supermarket anchored retail centres, hardware, convenience retail, hospitality assets and automotive dealerships, a rapidly growing stable of industrial and logistics assets, telco exchanges and childcare centres. The Charter Hall Group has offices in Sydney, Melbourne, Brisbane, Adelaide and Perth and has over 29 years’ experience managing and investing in high quality property on behalf of its customers.

Charter Hall’s success is driven by our focus on our tenant and investor customers. We look to partner with our tenants, growing with them and helping meet their property needs. We invest alongside our capital partners, creating value and generating superior investment returns together.

Our $6.8 billion development pipeline creates new assets for our investors, improving future returns, while creating opportunities for our tenant partners to expand and adapt their businesses.

Sustainability and innovation are key elements of our approach. By ensuring our actions are innovative, commercially sound and make a difference to our people, customers and the environment, Charter Hall makes a positive impact for its investors, the community and the Group.


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 0 0 0 0
Fixed income 0 0 0 0
Private equity 0 0 0 0
Property >50% 100 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

In FY19, our diversified property investment portfolio extended across office assets (46% of portfolio), industrial assets (25% of portfolio), retail shopping centres (13% of portfolio), Long WALE Retail (10% of portfolio), social infrastructure (5% of portfolio) and other (1% of portfolio). 

The split of AUM is as follows:

  • Office assets $14.1bn AUM
  • Industrial assets $7.6bn
  • Retail shopping centres $4.0bn
  • Long WALE Retail $2.9bn
  • Social infrastructure $1.4bn
  • Other $0.4bn

Note - All dollar values are in AUD.


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

100 Developed Markets
0 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


Top