Guaranteed Income Fund

About the Challenger Guaranteed Income Fund

The Fund offers:

• Competitive returns: 
  Provides your clients with access to competitive fixed rate returns with no MERs.

• Certainty: 
  Provides your clients with a guaranteed level of income and a fixed value at maturity, regardless of market movements.

• Flexibility: 
  Can be used by clients seeking to invest superannuation (accumulation, transition to retirement or pension) or non-superannuation assets, with a choice of maturity date.

• Liquidity: 
  Allows partial or full withdrawals before the maturity date.

• Security: 
  Invests in annuities provided by Challenger Life, which provides a guarantee through the terms of the annuity.

The Challenger Guaranteed Income Fund is a managed fund designed to provide a known monthly income for a fixed period as well as the payment of a fixed lump sum value at maturity. The Fund can be used by clients seeking to invest superannuation (accumulation, transition to retirement or pension) or non-superannuation assets and can help with advice strategies aimed at managing market and sequencing risk.

The Fund provides:

• Fixed monthly distributions until the maturity date, regardless of how investment markets perform.

• A range of maturity dates.

• The payment of a known maturity value at the maturity date.

The Challenger Guaranteed Income Fund is available for clients applying for a Significant Investor Visa (SIV) as the Fund meets the requirement of a complying “Balancing Investment” under the 2013 and 2015 SIV investment framework.

The Fund is available on the following platforms: