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Challenger - Storm Australian Broadmarket Indexed Trust

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Fund Name: Challenger - Storm Australian Broadmarket Indexed Trust
Fund Manager: Challenger Retail Funds (show all funds)
Region: Australia
Sector: General Equities
Fund Type: Retail Fund
Investment Objective: 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.
Investment Strategy: 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.
Margin Lenders:
Margin LenderLVRWebsite
Bank of Queensland Margin Lending70%BoQ

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.

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