The information presented in relation to Challenger Investment Partners is provided by Challenger Investment Partners Limited ABN 29 092 382 842, AFSL 234678 regulated by the laws of Australia (“CIP”).
CIP is a member of the Challenger Limited group of companies. Challenger Limited ABN 85 106 842 371 is listed on the Australian securities exchange.
It is intended to be general information for wholesale, institutional, professional and other sophisticated investors as to our organisation and the products and services we provide and is not intended to be a specific offer or solicitation for any particular products or services in any particular jurisdiction.
In relation to the investment performance of any of our products or services, past performance is not a reliable indicator of future performance. Unless otherwise stated, neither we nor any member of the Challenger group of companies guarantee any particular investment return or the capital invested.
We have taken reasonable care to ensure that any facts stated are accurate and any opinions given are on a reasonable basis, however you should take your own advice on the merits of these facts or opinions. In preparing this information, we have in part relied on publicly available information and third-party sources believed to be reliable, however, unless otherwise stated, the information we provide has not necessarily been independently verified or audited.
Before acting on any information on the page, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs, and whether you should seek advice. The information does not constitute advice, an advertisement, an invitation or an offer, to buy or sell any financial product or to engage in any investment activity, or an offer of any financial service.
UK Regulatory Disclosure
Quality of Execution: MiFID II Regulatory Technology Standard 28, Article 65(6) requires investment firms to publish a summary of their monitoring of the quality of execution obtained on the execution venues where they executed all client orders in the previous year. This is provided below.
Neither Challenger Management Services (UK) Limited (“CMS UK”), its affiliates nor any of their Data Providers make any warranties, express or implied, as to results to be attained from the use of this data, and/or condition of quality, accuracy and completeness, timeliness, title, non-infringement, merchantability or fitness for a particular purpose or use. You acknowledge that you have not relied upon any such warranty, guaranty or representation. This data is confidential and shall not be distributed to any third party. “Data Providers” means those persons who contributed, developed, compiled, prepared, revised, selected and arranged the data contained herein. The data displayed is for limited internal use only and shall not be copied, redistributed, transferred, or used in connection with the provision of services to third parties without the appropriate license from CMS UK or its Data Providers.
Challenger Management Services (UK) Limited – UK Stewardship Code Disclosure
FCA Conduct of Business Rule 2.2.3R requires FCA authorised firms to either disclose their compliance or explain their non-compliance with the principles set out in the UK Financial Reporting Council’s Stewardship Code (the “Code”). Challenger Management Services (UK) Limited (“CMS UK” or “the Firm”) is authorised and regulated by the FCA in the United Kingdom and therefore subject to the Code.
CMS UK manages assets across investment strategies that only involve debt instruments, it does not take an activist shareholder approach. The nature of its investment strategy does not allow it to formally engage with investee companies through voting rights. Accordingly, whilst the Firm supports the Code as a mechanism to promote best practice in the institutional shareholder conduct of UK listed companies, the Firm does not consider the Code or its principles to be appropriate for the funds’ investment strategies.
If in future its investment strategy changes in a way that means the Code does become relevant, the firm will amend this disclosure as appropriate.
The Challenger public site and the Challenger Investor login site are collectively referred to as the ‘Challenger Websites’. Challenger Limited and its subsidiaries are collectively referred to as ‘Challenger’ unless the context requires otherwise.
Withdrawal of products
Any financial product issued by a Challenger Group company and listed on Challenger Websites may be withdrawn or varied at any time and without notice. Further, the information on the Challenger Websites relating to any withdrawn financial product may also be withdrawn or varied without notice.
Forward looking statements
The material on the Challenger Websites may contain forward looking statements which are not based solely on historical facts but are based on current expectations about future events and results. Words such as ‘anticipate’, ‘believe’, ‘expect’, ‘project’, ‘forecast’, ‘estimate’, ‘outlook’, ‘likely’, ‘intend’, ‘should’, ‘could’, ‘may’, ‘target’, ‘plan’, ‘will’ and other similar expressions typically identify forward looking statements. Such forward looking statements are based on views held only at the date of publication of the material and are not guarantees of future performance or events. These forward looking statements are subject to inherent risks, uncertainties and other factors, many of which are beyond the control of the company or person making the statements. Accordingly, actual results may differ materially from those expressed or implied in such statements.
Challenger does not undertake to update any forward looking statements to reflect events or new information following the publication of forward looking statements on the Challenger Website. Challenger gives no representation or warranty (express or implied) as to the completeness or reliability of any forward looking statements.
Hypotheticals, illustrations and examples
Hypotheticals, illustrations and examples on the Challenger Websites are provided for illustrative purposes only. They should not be relied on by investors when they make investment decisions.
Past performance information is not a reliable indicator of future performance of that company or product.
Any reference to past performance on the Challenger Websites is intended to be for general illustrative purposes only.
Social media disclaimer
The information contained on Challenger’s LinkedIn page is provided by Challenger Life Company Limited ABN 44 072 486 938, AFSL 234670, Challenger Investment Partners Limited ABN 29 092 382 842, AFSL 234678, Challenger Retirement and Investment Services Limited ABN 80 115 534 453, AFSL 295642, Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 and Fidante Partners Services Limited ABN 44 119 605 373 AFSL 320505 (together Challenger entities).
The posts and comments made by other persons on this page do not necessarily reflect the opinions of any Challenger entity. We do not confirm their accuracy and are not responsible for them. We reserve the right to remove any posts that are offensive, defamatory, fraudulent, abusive, hateful, unlawful, vulgar or use bad language. We reserve the right to block anyone who acts contrary to these standards.
For further information, please contact us.