Beta solutions

Challenger Index Plus (Index Plus)

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

baseline_download_black_24dp
 		 Index Plus Fact Sheet
baseline_download_black_24dp

 Index Plus Brochure
Subscribe to emails 2
Subscribe for updates

Subscribe now to receive regular thought pieces, retirement insights and exclusive event invitations.

Subscribe
Contact us
Contact us

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

Contact us