Challenger is an established player in Australian financial services, dedicated to providing smarter solutions to financial intermediaries and their clients. Highly regarded as a quality investment manager, Challenger is always striving to challenge the status quo and deliver a smarter way forward.
The Challenger Socially Responsive Share Fund aims to give investors the opportunity to integrate their social values with their long-term investment objectives. Challenger uses both negative and positive screens to discern the SRI credentials of Australian companies listed on the Australian Stock Exchange. Challenger employs an active, style-neutral approach to managing the Fund and seeks to outperform the S&P/ASX 300 Accumulation Index over rolling three-year periods.
CERTIFICATION DETAILS Certified by RIAA since: 2007
Certified products - Challenger Socially Responsive Share Fund - Challenger Wholesale Socially Responsive Share Fund
Responsible investment methodology Click here to read the methodology used by Challenger to create their responsible investment products.
Stocks in the portfolio and past performance Click here and select 'Quarterly Fund Report and Commentary' from the right side menu to view stocks in the portfolio and past performance.
CONTACT DETAILS Michael Gaffney Institutional Business Development, Boutiques Manager Level 16, 255 Pitt Street, Sydney NSW 2000 Phone: 02 9994 7431 Email: mgaffney@challenger.com.au Website: www.challenger.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Challenger. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
