Challenger IM Credit Income Fund
A high income, defensive, and diversifying investment opportunity for investors seeking capital stability and consistent income.
The Challenger IM Credit Income Fund (the Fund) is a floating rate, multi-sector credit strategy investing across high quality, predominantly investment grade opportunities. The flagship fund was launched in October 2017 and maintains an average investment grade credit risk profile, lending to a diverse mix of private and public borrowers.
The Fund aims to provide clients with capital stability and income on a regular basis accompanied by lower levels of volatility than traditional fixed income strategies. As a leader across multiple private lending markets since 2005, the team is able to unlock opportunities normally only available to banks and a small number of large and specialised institutions.
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Key Features of the Fund
Capital Stability & Regular Income
The Fund aims to achieve superior absolute returns over the medium to long term whilst offering capital stability and a steady income stream.
Superior Diversification
The Fund invests across both public and private credit markets providing the opportunity to allocate to the most attractive sectors over time.
Focus on Risk Reduction
The Fund aims to reduce market risk by considering low cross-sectoral correlations and maintaining a relatively short spread duration.
Experienced Team
The team’s breadth of experience allows them to exploit market inefficiencies across all sectors in the global credit market.
Strong Governance
Investors benefit from a robust governance framework including an independent credit risk management team within the Challenger Group.
Fund Details
| Performance Target | Bloomberg AusBond Bank Bill Index +3% after fees |
| Minimum Investment Timeframe | 3 years |
| Management Fee | 0.60% p.a. |
| Minimum Investment | $10,000 |
Fund Ratings
The Challenger IM Credit Income Fund has received two ratings — a ‘Highly Recommended’ rating from Zenith Investment Partners and a ‘Recommended’ rating from Lonsec Research.
For more information, please read the Ratings Disclaimer.
Investing & Enquiries
You can invest in the Challenger IM Credit Income Fund online through Boardroom, our registry service provider.
Our investment partner Fidante is the responsible entity and issuer of interests in the Challenger IM Credit Income Fund and the Challenger IM Multi- Sector Private Lending Fund. Before investing, read the Fund’s TMD and PDS to ensure the key attributes of the Fund aligns with your objectives, financial situation and needs.
To make an enquiry about investing in the Fund, please contact Fidante.
Email: info@fidante.com.au
Call: 1300 721 637 (Within Australia)
Call: +612 8023 5428 (Outside of Australia)
Email: bdm@fidante.com.au
Call: 1300 721 637
