Invest in an actively managed fund that aims to deliver income and capital growth over the long term.
The traditional share fund
Sandhurst Trustees aims to create wealth for investors by providing investment opportunities that are managed by a professional investment manager. The Sandhurst Industrial Share Fund (Fund) aims to deliver investment returns before fees above the S&P / ASX 300 Industrial Accumulation Index on a rolling four year basis.
The Managed Fund product/s referenced on this page are issued by our wholly owned subsidiary Sandhurst Trustees Limited.
Minimum initial investment $2000
Ability to add to your investment
Access to leading investment managers
How it works
The Fund is an 'active' Fund, meaning that the investment manager selects assets based on changing market conditions, with the aim of achieving the Fund's investment return objective.
Sandhurst has selected Investors Mutual Limited (IML) as an investment manager to manage the Fund’s Australian industrial share assets. The Fund invests directly in a pool of ASX listed industrial shares (excluding resource shares) selected and managed by IML. Sandhurst manages the cash and short term securities component of the Fund.
Features
- Low minimum initial investment of $2,000
- Half yearly income distributions
- 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 1.31% p.a. of the net asset value of the Fund
Move towards your goals. Apply online today.
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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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.
