What Is Driving Charter Hall Group (ASX:CHC) Funds Under Management in FY26?

Sonal Goyal

28 October 2026 12:48 AM AEDT

What Is Driving Charter Hall Group (ASX:CHC) Funds Under Management in FY26?

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Key Highlights

Charter Hall reported FY26 operating earnings of AUD 488 million and 103.2 cents per security.
Group funds under management increased to AUD 94.3 billion, including AUD 76.0 billion of property funds.
FY27 guidance was 114.0 cents of operating earnings per security and 53.7 cents of distributions.

At the time of writing on 27 October 2026, Charter Hall Group (ASX:CHC) was trading at AUD 19.84, down 0.90% during the session. The company operates in the Australian listed property sector, with activities that include funds management, property investment and development. Its latest company presentation, dated August 2026, sets out the operating and financial information discussed below. The intraday trading figure is separate from the reporting date.

FY26 Operating Earnings

Charter Hall Group’s FY26 full-year results presentation reported AUD 488 million in operating earnings. Operating earnings per security rose 26.8% to 103.2 cents, while distributions totalled 50.7 cents per security, up 6.0%. The group reported net tangible assets of AUD 5.95 per security and balance sheet gearing of 14.2%. These measures relate to the 12 months ended 30 June 2026. As a property investment and funds-management group, Charter Hall separates recurring fee, investment and development activity in its reporting.

Funds Management and Property Transactions

Group funds under management reached AUD 94.3 billion at 30 June 2026, up AUD 10.0 billion from AUD 84.3 billion a year earlier. Property funds under management rose from AUD 66.8 billion to AUD 76.0 billion. The company reported AUD 17.7 billion of gross transactions comprising AUD 11.9 billion in acquisitions and AUD 5.8 billion in divestments. Gross equity flows were AUD 6.7 billion, compared with AUD 3.4 billion in FY25. The figures cover activity on the broader managed platform, not solely property owned directly by the listed group.

Investments and Capital Capacity

The FY26 presentation recorded a co-investment portfolio of approximately AUD 3.2 billion and 17.0% growth in property investment EBITDA. Charter Hall reported AUD 6.4 billion of investment capacity across the group and its managed platform, with AUD 1.0 billion of balance sheet capacity. The group’s funds-management activities cover sourcing and deploying investor capital as well as leasing, development and asset management. Its portfolio is distributed across multiple property sectors and managed funds.

Guidance and Company Structure

Charter Hall provided FY27 operating earnings guidance of 114.0 cents per security, representing a stated 10.5% increase over FY26, and FY27 distribution guidance of 53.7 cents. These are management forecasts and remain dependent on future activity. The company operates through property funds management, co-investment and development-related investment. Changes in managed assets, transaction completion and investment performance can affect earnings from one reporting period to another.

Operating Risks and Upcoming Measures

Specific watchpoints include fundraising conditions, asset transaction timing, property valuations and the cost of financing. Managed portfolio leasing and development delivery can also influence fee income and property investment returns. The group has disclosed sizeable gross transaction activity, and investors can track subsequent funds under management, platform investment capacity and the execution of FY27 guidance. Projected financial results should be distinguished from amounts already recognised in FY26 accounts.

The presentation reported that the group increased property funds under management from AUD 66.8 billion to AUD 76.0 billion in the year. Capital was sourced through listed, institutional, wholesale and retail investor channels. This broader managed capital base is reported separately from the property interests owned directly by Charter Hall.

Key Insights

The Charter Hall Group disclosures provide a record of financial performance and named operating initiatives, while the AUD 19.84 quotation reflects the separate 27 October trading session. The next company update will determine which reported programs and guidance milestones have progressed.

FAQs

Q: What were FY26 operating earnings?

A: AUD 488 million, equivalent to 103.2 cents per security.

Q: What was group FUM?

A: AUD 94.3 billion as at 30 June 2026.

Q: What FY27 earnings guidance was given?

A: Operating earnings of 114.0 cents per security were guided.

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