Challenger Finance Investment SAS
CH351 INDEX
PERFORMANCE DASHBOARD
Historical returns, projected growth, and sector allocation for the CH351 international investment index.
Target Annual Return
17–25%
Projected 2026–2028
Total Issue (Bonds)
€300M
Convertible bonds
Total Issue (Shares)
€150M
Preferred shares
Investment Horizon
3 Years
Bond duration
Annual Returns
CH351 Index vs. Benchmark — 2020 to 2028
CH351 IndexBenchmarkProjected*
* 2027–2028 figures are projections. Past performance does not guarantee future results.
Sector Allocation
Portfolio diversification by sector
Technology & Innovation28%
Financial Services22%
Energy & Infrastructure18%
Healthcare & Life Sciences14%
Real Estate10%
Other8%
Historical Data
Year-by-year performance summary
| Year | CH351 Return | Benchmark | Alpha |
|---|---|---|---|
| 2020 | +8.2% | +5.1% | +3.1% |
| 2021 | +12.4% | +7.3% | +5.1% |
| 2022 | +9.7% | +4.8% | +4.9% |
| 2023 | +14.1% | +8.2% | +5.9% |
| 2024 | +16.3% | +9.5% | +6.8% |
| 2025 | +18% | +10.1% | +7.9% |
| 2026 | +17% | +9.8% | +7.2% |
| 2027* | +18% | +10.4% | +7.6% |
| 2028* | +25% | +12% | +13.0% |
* Projected figures