Guaranteed income fund

Guaranteed Income Fund

The Challenger Guaranteed Income Fund (the Fund) is a fixed term guaranteed income solution offering peace of mind for investors, with known monthly distributions and maturity values. Available on a range of superannuation (accumulation and pension) and non-superannuation investment platforms.

About the Challenger Guaranteed Income Fund

The Fund offers:

  • Competitive returns: 
    Provides your clients with access to competitive fixed fate returns with no MERs.
  • Certainty: 
    Provides your clients with a guaranteed level of income and a fixed value at maturity, regardless of market movements.
  • Flexibility: 
    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.
  • Liquidity: 
    Allows partial or full withdrawals before the maturity date.
  • Security
    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:  
AMP PortfolioCare
AMP Wealthview
AMP PPS
AMP North
Asgard Elements
Asgard eWrap
Asgard Master Trust
Asgard Infiniti – Select
BT Panorama
BT Wrap
BT Wrap Essentials
First Wrap
IOOF – Pursuit Core
IOOF – Pursuit Select 
MLC Masterkey
MLC Wrap – IDPS
MLC Wrap – Super
MLC Navigator
Netwealth Public 
Netwealth Private
Praemium