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Investment > Funds Management
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Funds Management
Bendigo Bank offers a range of options for funds management, including our managed wholesale, managed retail and common funds, through the wholly-owned subsidiary Sandhurst Trustees.
Sandhurst Trustees also offers the Sandhurst Professional series, which has been developed for investors seeking longer-term returns, with the added flexibility of a cash management style account.
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Update to the Sandhurst Common Funds Product Disclosure Statement
This document dated 28 November 2008 updates the Sandhurst Common Funds Product Disclosure Statement dated 25 May 2007 (the PDS) and should be read together with the PDS and any updates to the PDS available on our website from time to time.
Update to Product Disclosure Statements - change in parent entity name
Following the merger of our parent entity Bendigo Bank Limited with Adelaide Bank Limited during November 2007, the merged company has voted to change its name to Bendigo and Adelaide Bank Limited. The name change will take effect from Monday 31 March 2008.
As a result of the change in name, the following changes are to be made to the Product Disclosure Statements issued by Sandhurst Trustees Limited -
- Any reference to "Bendigo Bank Limited" should now be read as "Bendigo and Adelaide Bank Limited".
- Any reference to "Bendigo Bank Group" should now be read as "Bendigo and Adelaide Bank Group".
- Any reference to a "Bendigo Bank branch" or "branch of the Bendigo Bank" is a reference to a Bendigo and Adelaide Bank Limited branch using the Bendigo Bank name, logo and system of operations.
We do not expect this merger to affect our customers. If you would like further information on the merger, please click here.
Sandhurst aims to create wealth for investors by providing a range of funds with diversified asset classes as well as Australian equity specific funds. The Funds are all professionally managed by a selection of quality investment managers.
These Funds are designed for investors who are able to make an initial contribution, and maintain a minimum balance, of at least $100,000 in any one fund or, in the case of the Sandhurst IML Industrial Share Fund, an initial contribution of at least $250,000.
The Sandhurst Common Funds are three separate managed investment schemes that each offer a straightforward and convenient way to invest for capital stability, liquidity and competitive returns.
The Sandhurst Professional Series combines specialised investment management with a competitive management fee compared to traditional retail funds. The Share Funds require a minimum investment of $25,000 and the Cash Common Fund requires a minimum investment of $2,000. The Sandhurst Professional Series has been developed for investors seeking longer-term returns from investment in Australian and international equities with the added flexibility of a cash management style account.
The Bendigo Funeral Bond is a capital guaranteed investment plan designed solely to accumulate funds to finance the cost of your funeral.
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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