About the Challenger 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.

The 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 offers:
 

• Competitive returns: Provides your clients with access to competitive fixed rate 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 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 open classes of the fund are available on the following platforms:

GIF classes available

The following provides specific information in relation to the Challenger Guaranteed Income Fund (ARSN 139 607 122) (Fund) issued by Fidante Partners Services Limited (ABN 44 119 605 373) (AFSL 320505).

We recommend that you read the below information in conjunction with the Fund's target market determination (TMD) and product disclosure statement (PDS) before making an investment decision. The information contained below is current and will be updated when we issue a new class of unit or close an existing class of unit. Any future updates will be available on this page. A paper copy of the below information will be given to you, without charge, on request by calling our Investor Services team on 13 35 66.

Open classes

Closed classes

Guaranteed Income Fund continuous disclosure

*This document has been removed as the information was updated. For a copy of this document, please contact our Investor Services team on 13 35 66.