Beta solutions

Beta solutions

Challenger Index Plus (Index Plus) offers institutional investors contractual alpha over an agreed index, with zero management fees. Investors have the flexibility to choose from a range of investment terms, liquidity profiles and indices.
Index plus 

Index Plus offers:

  • Guaranteed alpha above the index agreed with client;
  • zero management fees to assist with management expense ratio (MER) considerations;
  • zero tracking error;
  • flexibility on term and index selection.
Key features

The strategy is suitable for institutional investors seeking:

  • guaranteed alpha;
  • to reduce management fees;
  • to eliminate tracking error
  • higher returning liability immunisation strategies.
     

Resources

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 		 Index Plus Fact Sheet
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 Index Plus Brochure
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 Index Plus Case Study
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Contact us

For more information or to set up a confidential discussion contact a member of our team today.

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