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Financial planningFuneral Bonds

Bendigo Socially Responsible Growth Fund

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

Feel good about investing

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 investment 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.

Investment 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.

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 $500 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
RIAA certification logo
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.

Learn more

Rates and fees*

No entry or exit fees
No fees for additional contributions
Management Cost 0.99%p.a. of the net asset value of the Fund

View latest Fund performance reports

View past Fund performance

 

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

Education HUB article

View all articles
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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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Need to talk to us?

Enquire online

Send us an online enquiry if you have any questions.

Phone

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

At a branch

View our Coronavirus page for important information about visiting our branches.

* Refer to the ‘Fees and costs’ section of the Product Disclosure Statement.

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 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. Each of these companies receive remuneration on the issue of the product or service they provide. Sandhurst is the responsible entity and issuer of the managed funds available on this website, and is also the trustee and issuer of the Bendigo superannuation products. Investments in these products are not deposits with, guaranteed by, or liabilities of Bendigo and Adelaide Bank and are subject to normal investment risk, including possible delays in repayment and loss of income and capital invested. Before making an investment decision in relation to one of these products you should consider your situation and read the relevant Product Disclosure Statement available on this site.

Sandhurst is the issuer of the commercial lending products and the provider of any traditional trustee services available on this website. The Bendigo Funeral Bond (“the Bond”) is an investment product issued by Australian Friendly Society Limited (“the Society”), ABN 29 087 648 851 AFSL 247028, with benefits provided by the Society’s Funeral Benefit Fund established under Schedule 1, Rule E of its constitution and administered by Sandhurst. The Travel Protection Plan is issued by AIA Australia Limited ABN 79 004 837 861 AFSL 230043. The Society is associated with the Bank and its related entities. Neither the Bank nor any of its related entities guarantee the repayment of capital invested or the investment performance of the Bond. Information is correct at the date of this document and is subject to change.

The content on this website has been jointly prepared by Sandhurst and Bendigo and Adelaide Bank and contains general advice only. Advice in relation to superannuation and managed investment schemes is provided by Sandhurst and advice in relation to life risk insurance is provided by Bendigo and Adelaide Bank. It is provided as general information and must not be relied upon as a substitute for financial planning, legal, tax or other professional advice. 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. The information contained on this website is subject to change without notice. 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 offered by the site owner.

Refer to the Bendigo and Adelaide Bank terms of use for information that governs this website.

Financial Services Guide

Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL / Australian Credit Licence 237879. Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Please read the applicable Disclosure Documents before acquiring any product described on this website. Please also review our Financial Services Guide (FSG) before accessing information on this website. Information on this page can change without notice to you.

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