INSTITUTIONAL GRADE CREDIT
UNLOCKED
Unlock access to institutional-grade credit. The Challenger IM Credit Income Fund (the Fund) combines high-quality, multi-sector credit with decades of private lending experience to deliver consistent income and capital stability—without the volatility often seen in traditional fixed income.
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.
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.
Data Source: Fidante Partners Limited
1. Returns are calculated after fees have been deducted and assume distributions have been reinvested. No allowance is made for tax when calculating these figures.
2. The Inception date for Class A is October 1 2020.
| 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 |
Insights into the fund and the team behind It
In a market where duration and volatility often dominate headlines, the Challenger IM Credit Income Fund is designed to do something simple; deliver high, stable income without exposing investors to interest rate or currency risk.
Challenger Investment Management (CIM) is a team of value investors, rotating between public and private credit markets according to where we see the best opportunities, whilst maintaining discipline around price and risk management.
Fund Ratings
The Challenger IM Credit Income Fund has received two ‘Highly Recommended’ ratings from both Zenith Investment Partners and 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
