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Showing 1 - 10 of 26 results for "Index Plus"

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 ...

MLC changes super fees, adds menu

KANIKA SOOD | WEDNESDAY, 11 MAR 2020

... product which MLC last January said, will receive the members in legacy MasterKey super and pension products. All MLC Index Plus options will do down to flat 29bps, in what MLC says will benefit 40,000 retail and wholesale clients. Effective April 20 ...

MLC terminates fund

KANIKA SOOD | TUESDAY, 3 SEP 2019

... asset class (Australia shares, diversified debt, global property, global shares property securities and others) and index plus, inflation plus and diversified portfolios.

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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