Challenger - Storm Australian Broadmarket Indexed Trust
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Challenger - Storm Australian Broadmarket Indexed Trust
||Challenger Retail Funds (show all funds)
||Aims to closely track the investment performance of the Australian
Broadmarket Accumulation Index (before fees and expenses)
or any other index that we believe is a suitable substitute.
||• Detailed risk analysis is used to design a broadly-based
diversified portfolio of shares that aims to match
the performance (before fees and expenses) of the
Australian Broadmarket Accumulation Index.
• All shares in this Trust are maintained within a close margin
to their weight in the index.
• The Trust predominantly invests in Australian companies
and therefore does not hedge currency risk.
• This Trust invests into the Australian Industrials Indexed
Trust, Australian Resources Indexed Trust and the
Australian Technology Indexed Trust.
* 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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