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 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.
Rates and fees*
No entry or exit fees
No fees for additional contributions
Management Cost 0.990%p.a. of the net asset value of the Fund
View latest Fund performance reports
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
Latest performance reports
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Fund performance report June 2021pdf, 146 KB
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Fund performance report May 2021pdf, 143 KB
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Fund performance report April 2021pdf, 143 KB
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Fund performance report March 2021pdf, 120 KB
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Fund performance report February 2021pdf, 119 KB
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Fund performance report January 2021pdf, 118 KB
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Fund performance report December 2020pdf, 102 KB
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Fund performance report November 2020pdf, 118 KB
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Fund performance report October 2020pdf, 119 KB
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Fund performance report September 2020pdf, 117 KB
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Fund performance report August 2020pdf, 117 KB
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Fund performance report July 2020pdf, 116 KB
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Fund performance report June 2020pdf, 143 KB
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Fund performance report May 2020pdf, 181 KB
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Fund performance report April 2020pdf, 183 KB
Education HUB article
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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.
Need to talk to us?
Enquire online
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Phone
Call us today between 8.30am to 5pm (AEST/AEDT)
At a branch
Use our branch locator to search for a branch, agency or ATM near you.
Additional information
* Management 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 Limited disclaimer
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.
