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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$5,000 |
| Expected Close Date |
Ongoing |
| Description |
Investing in a diversified portfolio of shares in Australian companies that have been screened through SRI filters. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The Challenger Socially Responsive Share Fund aims to give investors the opportunity to integrate their social values with their long-term investment objectives. The Fund aims to outperform its benchmark, the S&P/ASX300 Accumulation Index1 over rolling three-year periods.
The Challenger Socially Responsive Share Fund adopts an investment strategy of an active manager and aim to add value and outperform the market by using fundamental research to identify companies mispriced or overlooked by the market.
The Fund may invest in those companies listed on the ASX that may have been screened through Socially Responsible Investment filters or those expected to list within the next six months. The fund can invest in listed equity securities or hybrid equity securities such as convertible notes, redeemable preference shares and partly paid shares. It can also enter into underwriting agreements relating to shares able to be held by the Fund provided there are sufficient liquid assets in the Fund to cover such obligations. Socially responsive investing (SRI) is a holistic investment approach that can include analysis of companies’ social, labour, ethical and environmental performance within the framework of traditional investment or financial analysis.
Overall, the Challenger Socially Responsive Share Fund aims to invest in between 25 and 45 companies that are analysed as having superior investment characteristics and have satisfied socially responsive screening.
1 This index is not directly comparable to the Fund performance because it does not take into account SRI principles.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Challenger Socially Responsive Share Fund as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.44% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) | | Product Flyer |
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