Beta solutions

Challenger Index Plus (Index Plus) offers institutional investors set alpha over an agreed index, with zero management fees. Investors have the flexibility to choose from a range of investment terms and liquidity profiles, and indices can be tailored according to specific needs.

	Index Plus is suitable for institutional investors seeking:
to reduce management fees; stable alpha; and effective liability immunisation strategies.

	Key features of Index Plus:
Agreed excess margin above a specified benchmark. Zero management fees to assist with management expense ratio (MER) considerations. Zero tracking error. Flexibility on term and index selection.

Resources

Index Plus Fact Sheet