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Challenger Wholesale High Yield Fund
| Fund Name: |
Challenger Wholesale High Yield Fund |
| APIR: |
HOW0141AU |
| Fund Manager: |
Challenger Wholesale Funds (show all funds) |
| Region: |
Australia |
| Sector: |
Fixed Interest / Income |
| Fund Type: |
Wholesale Fund |
| Investment Objective: |
To outperform both the UBSA Bank Bill Index and the UBSA Composite (All Maturities) Bond Index over any 12-month period. |
| Investment Strategy: |
The Challenger High Yield Fund invests primarily in a diversified portfolio of high yielding, fixed interest and hybrid debt/equity investments.
The Fund is designed for investors seeking to diversify the income-producing segment of their investment portfolio and are willing to accept some additional risks in return for the potential for higher performance. |
| 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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* 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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