Bendigo Socially Responsible Growth Fund

The Socially Responsible Growth Fund is a long-term investment for the socially conscious.

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Bendigo Socially Responsible Growth Fund

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The Socially Responsible Growth Fund (Fund) combines environmental, social, and corporate governance considerations while striving for strong, long-term returns for investors.

The Managed Fund product/s referenced on this page are issued by our wholly owned subsidiary Sandhurst Trustees Limited.

Minimum initial investment $5,000

Ability to add to your investment

Half yearly income distributions

How it works

The Fund adopts a responsible investment process that takes into account environmental, social and corporate governance (ESG) considerations by primarily investing with ESG conscious investment managers.

The Fund is diversified ensuring risk is spread across multiple asset classes including Australian and international shares, property and infrastructure, fixed interest and cash.

The Fund’s ESG considerations

Sandhurst targets a minimum level of 75% of the Fund will be allocated to asset managers who incorporate environmental, social and corporate governance considerations into their asset selection. ESG considerations are primarily applied to listed shares (both Australian and international) and fixed interest assets.

Asset managers may consider the following when selecting assets:

Environmental – where strategies and actions look to address specific environmental issues, management of environmental impacts and integration of production processes with more durable, recyclable or renewable alternatives.
Social and Ethical – the social impact of activities, including community involvement, engagement and indigenous relations, meeting basic fundamental human rights and labour standards.
Governance – the evaluation of a governance structure, board independence and gender diversification, remuneration, bribery and corruption and shareholders rights.

The Fund has an objective of entirely excluding investments in companies that manufacture tobacco or tobacco related products and controversial weapons. Controversial weapons include anti-personnel landmines, cluster munitions, chemical, biological and nuclear weapons.

Other activities Sandhurst monitors and aims to reduce are adult entertainment, alcohol, gambling, animal testing and companies with high event controversy.

For more details on what the Fund invests in, view the Fund's holdings.

Features

Minimum initial investment of $5,000
Regular income through half-yearly income distributions
Regular savings plan available
Add to your investment at any time (minimum additional is $100 or $50 per month via a regular savings plan)
Comfort that good financial performance needn’t compromise your values.
Links long-term success with positive environmental and social impacts
RIAA certified¹
Invest via direct contribution or with SmartStart Super^®
Read more in our Socially Responsible Growth Fund Quick Facts Guide

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

Medium-High

View the Invest It Matrix for more information.

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Rates and fees*

No entry or exit fees
No fees for additional contributions
Management Fees and Costs 1.00%p.a. of the net asset value of the Fund

View latest Fund performance reports

View past Fund performance

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Latest performance reports

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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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Send us an online enquiry if you have any questions.

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Phone

Call us today between 8.30am to 5pm (AEST/AEDT)

1800 634 969

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Things you should know

Target Market Determinations for products are available.

* Management fees and 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.

¹ The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. For more information about the RIAA Certification program please visit their website.

RIAA does not hold an Australian Financial Services Licence.

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.