Sandhurst Professional Series
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The Sandhurst Professional Series combines specialised investment management with a competitive management fee compared to traditional retail funds. The Funds require a minimum investment of $25,000 . The Sandhurst Professional Series has been developed for investors seeking longer-term returns from investment in Australian and international equities.
The Sandhurst Professional Series provides access to specialised investment managers being Investors Mutual Limited, Global Value Investors Limited and Sandhurst Trustees itself.
Click here for any updates to the PDS.
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Sandhurst Professional IML Australian Share Fund
This Fund aims to achieve, over the long-term, capital growth and income and to deliver a return (after fees and expenses and before taxes) that is in excess of the S&P/ASX300 Accumulation Index on a rolling four year basis.
Sandhurst Professional IML Industrial Share Fund
This Fund aims to achieve, over the long-term, capital growth and income and to deliver a return (after fees and expenses and before taxes) that is in excess of the S&P/ASX300 Industrial Accumulation Index on a rolling four year basis.
Sandhurst Professional IML Future Leaders Fund
This Fund aims to achieve, over the long-term, capital growth and some income and to deliver a return (after fees and expenses and before taxes) that is in excess of the S&P/ASX300 Accumulation Index (excluding S&P/ASX50, excluding Property Trusts) on a rolling four year basis.
Sandhurst Professional IML Value & Income Fund
This Fund aims to achieve, over the long-term a regular quarterly income stream and returns (after fees and costs and before taxes) that is in excess of the UBS Warburg Australian Bank Bill Index +2% over a rolling two year period.
Sandhurst Professional GVI Global Industrial Fund
This Fund aims to achieve, over the long-term, capital growth and some income and to deliver a return (after fees and expenses and before taxes) that is in excess of the MSCI World Accumulation Index (AUD) Hedged on a rolling three year basis.
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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