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Challenger - Orion Wholesale Australian Share Fund
| Fund Name: |
Challenger - Orion Wholesale Australian Share Fund |
| APIR: |
HOW0020AU |
| Fund Manager: |
Challenger Wholesale Funds (show all funds) |
| Region: |
Australia |
| Sector: |
General Equities |
| Benchmark Index: |
S&P/ASX 300 Accumulation Index |
| Fund Type: |
Wholesale Fund |
| Investment Managers: |
Orion |
| Investment Objective: |
To outperform the S&P/ASX 300 Accumulation index over rolling three-year periods. |
| Investment Strategy: |
The Orion Australian Share Fund is a result of a strategic alliance between Challenger and Orion Asset Management Limited.
Orion is a proven active boutique manager that seeks to invest in attractively priced companies that have the potential to grow earnings and sustain profitability.
Challenger’s strategic alliance with Orion gives investors access to one of the industry’s most experienced and cohesive boutique style investment teams.
Orion was named “Morningstar Emerging Fund Manager of the Year 2004”. This is awarded to the emerging fund manager which in Morningstar's opinion has the ability and opportunity to build a successful long-term track record. |
| Margin Lenders: |
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Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
Period:
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| Quarter:
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* Statistics exclude both first and current (incomplete) financial year
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* Statistics exclude both first and current (incomplete) quarter
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Performance data assumptions
Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.
These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.
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