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Showing 1 - 10 of 28 results for "Index Plus"

Mercer reshapes fund manager lineup for fixed income strategy

KARREN VERGARA  |  MONDAY, 19 OCT 2026
... 0.04% respectively. Also from December, the fund's name will change to the Mercer Australian Sovereign Bond Fund Index Plus. The restructure will include a change of name of the Bloomberg AusBond Treasury 0+ Yr Index (All Maturities) to the Bloomberg ...

CFS strengthens managed accounts menu

RIDDHIMA TALWANI  |  TUESDAY, 28 JUL 2026
... leading portfolio managers." CFS recently also expanded its FirstChoice Specialist menu with the addition of the Drummond index plus portfolios. CFS executive director for managed accounts Frances Taylor said: "Today's clients are the drivers of change. ...

Nearly $12bn leaves Challenger in March quarter

KARREN VERGARA  |  TUESDAY, 21 APR 2026
... by sales in lifetime annuities and guaranteed income solutions, particularly in retirement and aged care. Challenger Index Plus sales jumped 41% to $629 million. "With APRA's new capital standards for insurers of longevity products now set, we are turning ...

Damian Graham jumps to Challenger

ELIZA BAVIN  |  WEDNESDAY, 5 NOV 2025
... fund said. To help fund the annuity and manage the investment transition, Aware Super invested in Challenger's Index Plus strategy, in what was said to be the largest annuity buy-in to date in Australia.

ClearBridge launches three active ETFs

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... regular and stable income and to outperform the benchmark, being an accumulation index comprising the OECD G7 Inflation Index plus 5.5% per annum. ClearBridge head of APAC business development Matt Bushby said the hedged (CIVH) and unhedged (CUIV) versions ...

Challenger overhauls IT, awards mandate

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
... corresponding period. Sales for lifetime annuity, which includes Aware Super's annuity policy valued at $619 million, and Index Plus products hit $1.1 billion, up 190% year on year. During the period, Challenger also partnered with the Commonwealth ...

Challenger Life books record annuity sales

KARREN VERGARA  |  TUESDAY, 15 AUG 2023
... the prior corresponding period. Institutional sales reached $5.4 billion, of which $4.2 billion came from Challenger Index Plus sales. In total, Challenger Life booked sales of $9.7 billion, although steady year on year, was largely driven by record ...

Aware Super, Challenger partner for DB solution

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUL 2023
... members. To help fund the annuity and manage the investment transition, Aware Super has invested in Challenger's Index Plus strategy, in what is said to be the largest annuity buy-in to date in Australia. The policy is to cover 3000 members living ...

Challenger to change annuity pricing

KANIKA SOOD  |  TUESDAY, 20 APR 2021
... force it to change annuity pricing. The life business, which includes annuities and other products such as Challenger Index Plus, saw $1.37 billion of net inflows from $2.4 billion of sales in the three months to March. Challenger sold $1.57 billion ...

Challenger wins $200m mandate

KANIKA SOOD  |  MONDAY, 15 FEB 2021
... savings for current and former New South Wales government employees, picked Challenger for the allocation. Challenger's Index Plus equities product includes an agreed contractual margin over a benchmark index for no management fee. "By guaranteeing an ...
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