Loading...

Sign up to Fidante's Insights & News

Managed investments

 

The Challenger Group offers both fixed and variable return managed funds through our various group businesses.1 We offer managed funds through Challenger Life and our Funds Management business which is one of Australia’s largest active fund managers2 with operations in Australia, UK, Europe and Asia. It's comprised of Fidante, an award-winning distributor of investment strategies, and Challenger Investment Management Fixed Income, a specialist in public and private credit markets. 

Challenger Life 

In addition to annuities Challenger also offers the Challenger Guaranteed Income Fund a managed fund that provides known, secure monthly payments. 

Fidante

Through a network of investment managers, Fidante offers a range of active investment strategies from best-in class investment managers, across a range of asset classes.

CIM Fixed Income

The Challenger Investment Management (CIM) Fixed Income team is a leading alternative investment manager focussed on providing clients consistent income-based solutions across public and private credit markets.

 

Challenger Guaranteed Income Fund

 

A managed fund that provides known, secure monthly payments over the investment term as well as the payment of a known lump sum value at the maturity date. Available on a range of superannuation and investment platforms.

Challenger Term Annuity - delivering secure and guaranteed returns for a fixed term

 

The Challenger Term Annuity is designed to provide your clients with competitive rates that are fixed for the term they choose. It offers a low-risk investment with guaranteed payments regardless of market performance. 

Tax free income

Regular payments are tax-free for investors aged 60 and over when using super money.

Flexible return of capital

Choose from terms of one year up to 50 years, with payments monthly, quarterly, half-yearly or for terms longer than one year, yearly.

No fees

There are no product fees or charges payable to Challenger.

Capital protection

Flexibility to have the initial lump sum repaid at the end of the chosen term or during the term.

1. The information on this webpage is intended to be general only and has been prepared without taking into account your objectives, financial situation or needs. Because of that, you should consider its appropriateness, having regard to your objectives, financial situation and needs before acting on any such information.  Challenger Investment Management is a member of the Challenger Group. Challenger Limited (ABN 85 106 842 371) is listed on the Australian Securities Exchange. The information presented in relation to Challenger Investment Management is provided by Challenger Investment Partners Limited (ABN 29 092 382 842, AFSL 234678).

2. Fidante Partners Limited (ABN 94 002 835 592 AFSL 2346668) and/or Fidante Partners Services Limited (ABN 44 119 605 373 AFSL 320505) are members of the Challenger Limited group of companies and are the responsible entity and issuer of interests in the Fidante Funds. The relevant Fund’s Target Market Determination and Product Disclosure Statement available at www.fidante.com.au or by contacting the Fidante Investor Services team on 1300 721 637 should be considered before making a decision about whether to buy or hold units in the relevant Fund.  Fidante Partners Limited and/or Fidante Partners Services Limited are collectively referred to as 'Fidante' unless otherwise stated. Fidante Europe does not provide financial services to the general public.