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  5. Challenger Retirement Fund - Personal Super - Managed fund profile

Challenger Retirement Fund - Personal Super - Managed Fund (Closed)

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.

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.
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Fees Comparison

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% p.a.
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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 0.36% 1.07% 2.15% 4.21% 3.33% 2.23% 1.56% 1.82%
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
19.95%
Australian Equities
5.98%
International Equities
9.98%
Cash
46.42%
Property
2.07%
Fixed Interest
15.60%

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
Suppressed
Offer information
Type Description
Minimum initial investment $1,000.00
Minimum additional investments $100.00
Minimum redemption amount

FAQs about the Challenger Retirement Fund - Personal Super

The objective of the Challenger Retirement Fund - Personal Super managed fund is 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.

The strategy of the Challenger Retirement Fund - Personal Super managed fund is 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.

The APIR code of the Challenger Retirement Fund - Personal Super managed fund is CIT0102AU.

Challenger Retirement Fund - Personal Super’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 - Personal Super’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 - Personal Super’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 - Personal Super’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 - Personal Super managed fund is :

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

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

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

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

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

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

The current exit price of the Challenger Retirement Fund - Personal Super 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 - Personal Super managed fund is $1,000. Minimum additional investment is $100.

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.