The option aims to provide a higher level of tax-effective income than the S&P/ASX 200 Accumulation index, with the potential for capital growth over the medium-to-long term.

Investment Strategy:

Challenger is an active ‘bottom-up’ manager and believes it can enhance the mix of total return in favour of income and generate capital growth by using fundamental research to identify companies with attractive, sustainable and growing dividends. Challenger does not apply a particular style and does not focus exclusively on ‘growth’ or ‘value’ stocks. Instead, it looks for high dividend-paying securities with strong cash flows. Its approach to stock selection, combined with the use of derivatives and hybrid equity securities, will generally produce a portfolio with a lower level of volatility (i.e. variations in total return) than its benchmark.

Margin Lenders:

Margin Lender	LVR	Website
BT Margin Lending	75%	BT

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.