Managed Funds
Bendigo Conservative Fund
A diversified fund aimed at achieving a conservative level of income and capital growth over the long term, whilst minimising the risk of capital loss.
Bendigo Balanced Fund
A diversified fund aimed at achieving capital growth and income over the long-term by investing in a balanced portfolio.
Bendigo Future Growth Fund
A diversified fund aimed at achieving capital growth and income over the long-term by investing predominantly in growth assets (eg: Australian and international equities and listed property trusts).
Sandhurst Future Leaders Fund
An Australian equities fund aimed at achieving capital growth and income by investing in quality ASX listed securities in mid and smaller companies identified by the investment process as being undervalued.
Sandhurst Industrial Share Fund
An Australian equities fund aimed at achieving, over the long-term, capital growth and income by investing predominately in shares, and property trusts included in the S&P/ASX 300 Industrial Accumulation Index.
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Sandhurst Trustees
Limited as the responsible entity (RE) of the funds is required to comply with the Australian
equivalents of the International Financial Reporting Standards (AIFRS) which came into effect
1 January 2005. Sandhurst has progressively implemented these standards as applicable to
managed investment schemes throughout 2005. However amendments to the constitutions were required for
those standards that adversely affect managed investments, particularly those that impact the calculation
of unit pricing, distributions of income, management fees and other calculations that are based on
net asset value. These amendments allow us to continue using the accounting standards that were in
place immediately prior to 1 January 2005 in relation to these calculations. In making the amendments,
the RE reasonably believes that investor rights have not been adversely affected by these amendments,
however we are required to inform investors of these amendments to comply with our obligations as RE.
Sandhurst Trustees Limited (‘STL’) 18 View Street Bendigo Vic 3550 ABN 16 004 030 737 AFSL 237906 is a
subsidiary of Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879. STL is the Responsible
Entity of the Bendigo Managed Funds, the Sandhurst Common Funds and the Sandhurst Professional Series.
STL is also the Administrator of the Bendigo Funeral Bond. The Bendigo Funeral Bond is issued by Australian
Friendly Society Limited ABN 29 087 648 851 AFSL 247028. As the information on the website has been prepared
without taking into account your objectives, financial situation or needs (‘personal circumstances’),
before acting on the information, you should consider its appropriateness, having regard to your personal
circumstances. A
Product Disclosure Statement (‘PDS’) or Disclosure Document (‘DD’)
for each of these products is available online at
www.sandhursttrustees.com.au or from your nearest Bendigo Branch.
You should consider the relevant PDS or DD in deciding whether to acquire or continue to hold an interest
in these products. STL’s remuneration for the issue of these products is set out in the relevant PDS or DD.
You should also obtain STL’s
Financial Services Guide and consider it before making a
decision to acquire or continue to hold any of these products.
Neither Bendigo and Adelaide Bank Limited or STL shall be responsible for the content of any other site accessed via this site. That information is the responsibility of the site owner and neither Bendigo and Adelaide Bank Limited or STL has control over it. Links to other sites are provided for convenience only and do not represent any endorsement by Bendigo and Adelaide Bank Limited or STL of the products offered by the site owner.
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Bendigo
Managed Funds PDS 