About the Challenger Guaranteed Income Fund
The Fund offers:
- Competitive returns:
Provides your clients with access to competitive fixed rate returns with no MERs.
Provides your clients with a guaranteed level of income and a fixed value at maturity, regardless of market movements.
Can be used by clients seeking to invest superannuation (accumulation, transition to retirement or pension) or non-superannuation assets, with a choice of maturity date.
Allows partial or full withdrawals before the maturity date.
Invests in annuities provided by Challenger Life, which provides a guarantee through the terms of the annuity.
The Challenger Guaranteed Income Fund is a managed fund designed to provide a known monthly income for a fixed period as well as the payment of a fixed lump sum value at maturity. The Fund can be used by clients seeking to invest superannuation (accumulation, transition to retirement or pension) or non-superannuation assets and can help with advice strategies aimed at managing market and sequencing risk.
The Fund provides:
- Fixed monthly distributions until the maturity date, regardless of how investment markets perform.
- A range of maturity dates.
- The payment of a known maturity value at the maturity date.
The Challenger Guaranteed Income Fund is available for clients applying for a Significant Investor Visa (SIV) as the Fund meets the requirement of a complying “Balancing Investment” under the 2013 and 2015 SIV investment framework.
The Fund is available on the following platforms:
|eXpand Super, Pension and Investment||IOOF Employer Super
|IOOF Personal Super
||Rhythm Super and Investment||MLC Wrap