Invest in an actively managed Fund that aims to deliver income and capital growth over the long term.
A share fund with a twist
Sandhurst Trustees aims to deliver investment returns before fees above the S&P / ASX 300 Industrial Accumulation Index on a rolling four year basis. We do this whilst working with an expert fund manager in Investors Mutual Limited (IML).
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
Access to leading investment managers
How it works
The Sandhurst IML Industrial Share Fund (Fund) expects to invest predominantly in the Sandhurst Industrial Share Fund for which Investors Mutual Limited (IML) is currently the investment manager. To the extent that the Fund does so, it will be exposed to a diversified portfolio of quality ASX listed industrial shares (excluding resource shares) where these assets are identified by IML as being undervalued. The Fund is a ‘feeder fund’ meaning that it indirectly gains exposure to underlying asset classes by predominantly investing in the Underlying Investment.
Sandhurst manages the cash and short-term securities component of the Fund. The strategic asset class allocation range of the Underlying Investment is set out below.
| Asset type | Min | Max |
|---|---|---|
| Australian shares (industrial) | 80% | 100% |
| Cash and short term securities | 0% | 20% |
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
- Ready-made diversification
- Access to leading investment managers
High growth
To invest in this style, you would be willing to forego immediate liquidity (access to your money) and would seek the higher risk investments (like equities, stock, property and bonds). You are comfortable with long term investments. This type of portfolio would usually see 80%+ in growth assets.
Recommended investment timeframe
Recommended for at least a 5 year investment period.
Risk Profile
High
Rates and fees*
No establishment fee
No entry or exit fees
No fees for additional contributions
Management Fees and Costs are 1.00% p.a. of the net asset value of the Fund
Ready to apply?
Move towards your goals. Apply online today.
If you would like some advice on this fund, investing in a managed fund or your situation and needs please complete our online enquiry form and one of our trained staff members will contact you.
Related documents
The information on this page is a summary only. For further information please refer to the following documents
Latest performance report
Education HUB article
View all articles
Why invest in a managed fund
A managed fund is a professionally managed investment portfolio that pools your money together with the money of multiple investors. An Investment Manager then buys and sells shares or other assets (property, cash, bonds etc) on your behalf.
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Enquire online
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Phone
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Things you should know
Target Market Determinations for products are available.
*Management 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.
