Challenger Wholesale Enhanced Cash Fund - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ }} as their benchmark.

{{ }}
Benchmark ({{ }})
{{ }}
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

{{ fund.fees * 100 | number:2 }}
% p.a.
{{ }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.

Don't let high fees kill your returns

The {{ }} portfolio has fair and transparent fees to help you keep more money in your pocket.

View our Fund

Don't let high fees kill your returns

Build a diversified portfolio to match your needs with our range of low cost investment options.

View our funds

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.39 -0.06 0.72 - - - - -
Growth return -0.39 -2.03 -2.8 - - - - -
Income return 0 1.97 3.52 - - - - -
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.08 0.25 0.65 1.65 1.77 1.77 1.98 2.92
As as 29 Feb 2008. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Challenger Wholesale Enhanced Cash Fund
Fixed Interest
International Equities
Average Allocation of Peers
Fixed Interest
International Equities

General Information

Fund Details
Type Description
Challenger Wholesale Enhanced Cash Fund (Wholesale)
Fidante Partners Limited
Australian Short Term Fixed Interest
Not Rated
Investment Fund
1 Jan 2007
$0.49 million (as at 29 Feb 2008)
$0.9655 (as at 18 Mar 2008)
$0.9655 (as at 18 Mar 2008)
Fund Objective
The Fund aims to provide stable income with the potential to achieve returns greater than cash, with low volatility of investment returns.
Fund Strategy
We adopt an active, top down, macroeconomic approach to managing the Fund, with a bottom up security selection, within a strict risk management framework. Cash and fixed interest securities 100%.
Offer information
Type Description
Minimum initial investment $50,000

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 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

Compare your fund

Underperform the industry standard benchmarks

Compare your fund

Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.29%
Intelligent Investor Equity Growth 10.08%
InvestSMART High Growth 9.09%
Intelligent Investor Equity Income 8.77%
InvestSMART Diversified Property and Infrastructure 8.45%
InvestSMART Growth 8.27%
Intelligent Investor Australian Small Companies Fund 7.52%
InvestSMART Balanced 6.67%
InvestSMART Conservative 5.18%
InvestSMART Hybrid Income 4.42%
InvestSMART Interest Income 3.48%