InvestSMART

Challenger Retirement Fund - Allocated Pension - Managed Fund (Closed)

Fund Objective
The Challenger Guaranteed Allocated Pension is a superannuation product that is designed for persons who are seeking secure regular payments as part of their retirement investment portfolio.
Fund Strategy
The Fund provides a choice of two capital guaranteed investment options and allows you to convert your superannuation savings into secure, regular payments with the benefit of concessional tax treatment. For investors aged 60 and over, any payments from the Fund are generally tax free.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.34% 1.05% 1.98% 3.82% 4.05% 4.13% 3.1% 2.18%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
19.45%
Australian Equities
4.76%
International Equities
2.77%
Cash
55.68%
Property & Infrastructure
1.92%
Fixed Interest
15.42%

General Information

Fund Details
Type Description
Challenger Retirement Fund - Allocated Pension
Closed
Challenger Retire and Invmt Svcs Ltd.
CIT0101AU
Miscellaneous
Not Rated
Allocated Pension
1 Sep 1993
n/a
n/a
n/a
Suppressed
Offer information
Type Description
Minimum initial investment $10,000.00
Minimum additional investments
Minimum redemption amount $5,000.00
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FAQs about the Challenger Retirement Fund - Allocated Pension

The objective of the Challenger Retirement Fund - Allocated Pension managed fund is The Challenger Guaranteed Allocated Pension is a superannuation product that is designed for persons who are seeking secure regular payments as part of their retirement investment portfolio.

The strategy of the Challenger Retirement Fund - Allocated Pension managed fund is The Fund provides a choice of two capital guaranteed investment options and allows you to convert your superannuation savings into secure, regular payments with the benefit of concessional tax treatment. For investors aged 60 and over, any payments from the Fund are generally tax free.

The APIR code of the Challenger Retirement Fund - Allocated Pension managed fund is CIT0101AU.

Challenger Retirement Fund - Allocated Pension’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Challenger Retirement Fund - Allocated Pension’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

Challenger Retirement Fund - Allocated Pension’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Challenger Retirement Fund - Allocated Pension’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

The asset allocation of the Challenger Retirement Fund - Allocated Pension managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the Challenger Retirement Fund - Allocated Pension managed fund is Challenger Retire and Invmt Svcs Ltd..

The Challenger Retirement Fund - Allocated Pension managed fund belongs to the Miscellaneous sector/asset class.

As at , the size of the Challenger Retirement Fund - Allocated Pension managed fund was $ million.

The Challenger Retirement Fund - Allocated Pension managed fund has an inception date of 1 Sep 1993.

The current entry price of the Challenger Retirement Fund - Allocated Pension managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Challenger Retirement Fund - Allocated Pension managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Challenger Retirement Fund - Allocated Pension managed fund is $10,000. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.