Challenger Managed Investments (International) Pty Limited (Sydney)


Challenger Managed Investments (International) Pty Limited is a large advisory firm based in Sydney. It manages $53.7 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2006.

Challenger Managed Investments (International) Pty Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Challenger Managed Investments (International) Pty Limited: assets under management

The assets under management (AUM) of Challenger Managed Investments (International) Pty Limited is $53.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 597% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.43 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Challenger Managed Investments (International) Pty Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Challenger Managed Investments (International) Pty Limited

Robert William Adams has been acting as President since 1 Jul 2006. Luke William Macredmond joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Robert William Adams Director 1 Jul 2006 Other 4343289
Challenger Wealth Management Pty Limited Shareholder 1 Jul 2006 75% - 100% foreign entity
Andrew Raymond Landman Director 1 Jul 2006 Other 5216192
Alan David Sheen Director 1 Jul 2006 Other 5216191
Challenger Funds Management Holdings Pty Limited Shareholder 1 Jul 2006 75% - 100% foreign entity
Jillian Sheila Haggerty Chief compliance officer 1 Oct 2006 Other 5216193
Christopher James Durack Director 1 Jul 2007 Other 5446321
Brendan John O'connor Director 1 Jan 2009 Other 5661818
Luke William Macredmond Director 1 Apr 2009 Other 5709874

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Cfsg Holdings No. 2 (Victoria) Pty Limited Shareholder 1 Apr 2004 75% - 100% foreign entity
Challenger Financial Services Group Limited Shareholder 1 Apr 2004 75% - 100% foreign entity
Challenger Group Holdings Limited Shareholder 1 May 2005 75% - 100% foreign entity

Based in Sydney

The principal office where Challenger Managed Investments (International) Pty Limited performs its advisory services is located at Level 15, Sydney, 2000, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011 61 2 9994 7000 or by fax 011 61 2 9994 7777. The normal business hours are 9.00am to 5.00pm on Monday - Friday.