Challenger Australian Share Fund

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Fund Profile

Performance Chart

Historical Financial Year Performance

Historical Quarterly Performance

Fund Name:

Challenger Australian Share Fund

APIR:

HOW0122AU

Fund Manager:

Challenger Retail Funds (show all funds)

Region:

Australia

Sector:

General Equities

Benchmark Index:

S&P/ASX 300 Accumulation Index

Fund Type:

Retail Fund

Investment Objective:

To outperform the S&P/ASX 300 Accumulation Index over rolling three-year periods.

Investment Strategy:

The Challenger Australian Share Fund invests in a diversified, actively managed portfolio of shares in Australian companies. Challenger’s investment philosophy is based on the belief that relative outperformance comes from investing in quality companies with above-average growth potential or companies whose share prices are currently undervalued.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	75%	BoQ
Bendigo Bank Margin Lending	75%	Bdgo
BT Margin Lending	75%	BT
Colonial Margin Lending	75%	Coln
Commonwealth Securities	75%	CSec
Macquarie Margin Loan	75%	Macq
NAB Margin Lending	70%	NAB
St. George Margin Lending	75%	StG
Suncorp Margin Lending	75%	SunC

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

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.