Challenger Retirement Fund - Personal Super - Managed Fund

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 0.16 0.49 1 1.89 1.82 1.92 2.15 3.08
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Alternatives
100%

General Information

Fund Details
Type Description
Challenger Retirement Fund - Personal Super
Closed
Challenger Retire and Invmt Svcs Ltd.
CIT0102AU
Miscellaneous
Not Rated
Superannuation Fund
1 Sep 1993
n/a
n/a
n/a
Fund Objective
Challenger Guaranteed Personal Superannuation is provided through the Challenger Retirement Fund. The Challenger Retirement Fund is a complying superannuation fund that enables you to save for your retirement in a tax-effective environment.
Fund Strategy
When you invest in the Fund, you become a member of the Challenger Retirement Fund. Any investments that you make in the Fund as a member are called contributions and any amounts that you transfer to or from another superannuation arrangement are called transfers or rollovers. All contributions, transfers and rollovers that you make to Challenger Super are invested for you by the Trustee and the assets of the Fund are held by the Trustee on trust for members.
Offer information
Type Description
Minimum initial investment $1,000.00
Minimum additional investments $100.00
Minimum redemption amount

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 cannot 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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 12.56%
Intelligent Investor Equity Growth 11.69%
Intelligent Investor Equity Income 11.23%
InvestSMART Australian Small Companies Fund 10.48%
InvestSMART High Growth 9.26%
InvestSMART Core Growth 8.12%
InvestSMART Balanced 6.28%
InvestSMART Hybrid Income 4.75%
InvestSMART Diversified Property and Infrastructure 4.66%
InvestSMART Diversified Income 4.63%
InvestSMART Interest Income 2.06%

* Returns p.a. since inception after investment & admin fees

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