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Managed Wholesale Funds

Bendigo Managed Wholesale Funds PDS
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

Bendigo Managed Wholesale Funds PDS


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Bendigo Conservative Wholesale 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 Wholesale Fund A diversified fund aimed at achieving capital growth and income over the long-term by investing in a balanced portfolio.

Bendigo Future Growth Wholesale 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 IML Industrial Share An Australian equities fund aimed at achieving, over the long-term, capital growth and income by investing in securities and property trusts included in the S&P/ASX 300 Industrial Accumulation Index.

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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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As the information in the website has been prepared without taking into account your objectives, financial situations or needs, before acting on the information, you should consider how appropriate it is having regard to your objectives, financial situations and needs. All rates subject to change.