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.