Beta solutions

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

 

Longevity_Checklist


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.