Hamilton Chase Select Investment Fund
The Fund is a registered Managed Investment Scheme, focused primarily on property assets. The Fund’s structure of sub-trusts enables investors to select discrete projects that meet their investment criteria and portfolio objectives, with investment opportunities in either debt or equity. Investors can trade between sub-trusts without incurring stamp duty or CGT obligations.
Investment Objectives
The Fund targets investment returns of 3% above the Mercer/IPD Australia Pooled Property Fund Index, through investments in select property and land subdivisions in Australia.*
* Past performance information is not a reliable indicator of future performance. Any reference to past performance
on the Hamilton Chase website is intended to be for general illustrative purposes only and should not be relied upon.
Investment Philosophy
The Fund invests in property projects valued in the $25 million to $100 million range. The primary sector categories are commercial, industrial, and infrastructure, with possible forays into mixed-use residential/retail. Investment options provided by the Fund will be approximately 75% equity investment opportunities, aimed at growth, and 25% debt investment opportunities, aimed at income. Average time-frames are 3-5 years.
Investment Management
Management of acquisitions and property development is undertaken by entities within Hamilton Chase which report directly to the Fund’s Investment Manager. Project management teams have significant experience in delivering projects on time and at the contracted price, achieved through hands-on direction, rigorous cost control, value management, locked in sales and leasing commitments, and close supervision of progress milestones. Core acquisition, design, and planning decisions are supported through industry-leading property data and analytics.
Register Your Interest
The Hamilton Chase Select Investment Fund will be launched Q1 2026
TRUSTEE
Melbourne Securities Corporation Limited
ACN 160 326 545
AFSL 428289
INVESTMENT MANAGER
Hamilton-Chase Pty Ltd
ACN 614 420 807
Authorised representative number 001253335 of Momentum Wealth Management Corporation Pty Ltd ABN 86 168 372 870 AFSL 454895