Overview
The Challenger Howard Mortgage Fund was established in 1985 and has built a reputation as one of Australia's most capable and secure mortgage managers. The Fund invests in commercial mortgages, which are secured by a diversified portfolio of quality properties, and short-term investments.
Objective
To provide investors with a diversified income producing portfolio that aims to provide regular income, capital stability and prompt and convenient access to their funds.
Investment style
Challenger's mortgage lending team employs a conservative approach to managing the mortgage investments of the Fund. We adopt an active approach to managing investments in interest bearing securities. Read more about our investment style and process.
How to Invest
Retail PDS - minimum investment $1,000 (PDF 543Kb)
IDPS PDS (PDF 484 Kb)
Wholesale PDS - minimum investment $10,000
For more information contact your financial planner or call our Investor Services team on 13 35 66.
Interests in the Challenger Howard Mortgage Fund are offered by Challenger Managed Investments Limited ABN 94 002 835 592. AFSL 234668.
The offer or invitation to subscribe in interests in the product is only available to persons receiving the PDS in Australia and is subject to terms and conditions described in the PDS. Neither product issuer, any Custodian, nor any entity or person associated with the Challenger Financial Services Group of companies guarantees repayment of your capital or the performance of your investment.
The information contained above has been prepared without taking account of any person's objectives, financial situation or needs. Because of that, each person should, before acting on any such information, consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Each person should obtain a current PDS relating to the product and consider that document before making any decision about the product.
If you acquire or hold one of our products, we will receive fees and other benefits which are generally disclosed in the PDS or other disclosure document for the product. We and our employees do not receive any specific remuneration for any advice provided to you. However, financial advisers (including some Challenger group companies) may receive fees or commissions if they provide advice to you or arrange for you to invest with us. Some or all of Challenger group companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company.
