To outperform the S&P/ASX 300 Property Accumulation Index over rolling three year periods while providing a quarterly income stream and some capital growth over the medium term.

Investment Strategy:

Challenger believes to add value to investment portfolios, a combination of top-down macroeconomic and bottom-up company specific research and analysis is required. Challenger’s investment approach identifies the major trends in the economy, and looks at how these trends will influence financial and property markets. By analysing both global and domestic economic prospects, Challenger aims to position investment portfolios to take advantage of future economic developments. The level of exposure to a sector (for example retail or office) is based on their top-down business cycle and property market analysis, combined with bottom-up company analysis. Challenger’s bottom-up fundamental analysis allows them to identify those stocks that they expect will deliver superior performance over the medium to long term. The final portfolio reflects the best bottom-up ideas and top-down analysis, meeting the Fund’s philosophy and investment criteria.

Margin Lenders:

Margin Lender	LVR	Website
BT Margin Lending	70%	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.