No new applications are being taken for this fund.
Balanced Wholesale Fund
The Bendigo Balanced Wholesale Fund (Fund) aims to create wealth for investors by providing simple and professionally managed investment opportunities.
The Managed Fund product/s referenced on this page are issued by our wholly owned subsidiary Sandhurst Trustees Limited.
Minimum initial investment $50,000
Ability to add to your investment
Regular savings plan available
How it works
The Fund uses a predominantly active approach, meaning it identifies, monitors and allocates amounts between specialist asset managers who buy and sell assets based on changing market conditions.
Sandhurst will select asset managers to invest the Fund’s assets across a variety of asset classes. Together through the selection of expert asset managers and the asset allocation, Sandhurst will seek to meet or exceed the investment return objective.
Its objective is to deliver investment returns after fees in excess of 3% above inflation over any 10 year period. The neutral position of the Fund is 60% growth assets and 40% defensive assets.
| Asset type | Min | Max |
|---|---|---|
| Australian shares | 10% | 40% |
| International shares | 15% | 50% |
| Property & infrastructure | 0% | 20% |
| Fixed interest | 10% | 50% |
| Alternatives | 0% | 20% |
| Cash | 0% | 30% |
In exceptional market conditions the Fund may have asset class allocations outside the stated minimum and maximum for short periods of time.
Features
- Half yearly income distributions
- Add to your investment at any time (min additional investment $100) or;
- Regular savings plan available with as little as $50 a month
- Regular income with moderate capital growth
- A simple and convenient way to invest
Balanced
To invest in this style, you are willing to accept some risk in return for potential higher returns over the medium to longer term. This type of portfolio would often see around 40% defensive assets, 60% growth assets.
Recommended investment timeframe
Recommended for at least a 4 year investment period.
Risk Profile
Medium to High
View the Asset Manager Guide
Rates and fees*
No establishment fee
No entry or exit fees
No fees for additional contributions
Management Fees and costs of up to 0.85% p.a. of the net asset value of the Fund
Related documents
The information on this page is a summary only. For further information please refer to the following documents
Latest performance report
Need to talk to us?
Enquire online
Send us an online enquiry if you have any questions.
Phone
Call us today between 8.30am to 5pm (AEST/AEDT)
At a branch
Use our branch locator to search for a branch, agency or ATM near you.
Things you should know
Target Market Determinations for products are available.
*Management fees and costs are based on costs incurred by the Fund in the past financial year and may be different in the current and future financial years. Other fees and costs may apply. See the Product Disclosure Statement for full details.
Sandhurst Trustees
Sandhurst Trustees Limited ABN 16 004 030 737 AFSL 237906 (Sandhurst) is a wholly owned subsidiary of Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879. Sandhurst is the responsible entity and issuer of the managed funds available on this website. Additionally, Sandhurst is the issuer of commercial lending products and the provider of traditional trustee services available on this website. Each of these companies receives remuneration on the issue of the product or service they provide. Investments in these products are not deposits with, guaranteed by, or liabilities of Bendigo and Adelaide Bank nor any of its related entities, and are subject to normal investment risk, including possible delays in repayment and loss of income and capital invested.
Information on the website is jointly prepared by Sandhurst and Bendigo and Adelaide Bank and subject to change without notice. Advice in relation to managed funds and commercial lending products is provided by Sandhurst. The information contains general advice only and does not take into account your personal objectives, situation or needs. Before making an investment decision in relation to these products you should consider your situation and read the relevant Product Disclosure Statement available on this site.
The information is given in good faith and has been derived from sources believed to be accurate at its issue date. Neither Sandhurst nor the Bendigo and Adelaide Bank give any warranty for the reliability or accuracy or accept any responsibility arising in any way, including by reason of negligence for errors or omissions for the information contained on this website. Neither Sandhurst nor the Bendigo and Adelaide Bank has an obligation to update, modify or amend this website or notify you in the event that a matter of opinion or projection stated changes or subsequently becomes inaccurate.
Neither Sandhurst nor Bendigo and Adelaide Bank is responsible for the content of any other site accessed via this site. That information is the responsibility of the site owner. Links to other sites are provided for convenience only and do not represent any endorsement by Sandhurst or the Bendigo and Adelaide Bank of the products and services offered by the site owner.
