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
Index Plus Brochure
Index Plus Case Study