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Product Disclosure Statements (PDS), Annual Reports and Forms

It is important that you consider the PDS in its entirety, including the other important information that forms part of the PDS (e.g. PDS updates and reference guide if applicable).

Select the form or fund type you're looking for below

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

Standard forms

Cash funds

Sandhurst Cash Common Fund

Minimum investment $1,000

Adelaide Cash Management Trust

Minimum investment $5,000

Income & mortgage funds

Sandhurst Select Mortgage Fund

Minimum investment $2,000

Sandhurst Investment Term Fund

Minimum investment $2,000

Sandhurst Strategic Income Fund

Minimum investment $2,000

Bendigo Diversified Fixed Interest Fund

Minimum investment $25,000

Bendigo Income Generation Fund

Minimum investment $2,000

Diversified funds

Sandhurst Conservative Fund

Minimum investment $500

Sandhurst Balanced Fund

Minimum investment $500

Sandhurst Growth Fund

Minimum investment $500

Bendigo Defensive Index Fund

Minimum investment $50,000

Bendigo Conservative Index Fund

Minimum investment $50,000

Bendigo Balanced Index Fund

Minimum investment $50,000

Bendigo Growth Index Fund

Minimum investment $50,000

Bendigo High Growth Index Fund

Minimum investment $50,000

Bendigo Defensive Wholesale Fund

Minimum investment $50,000

Bendigo Conservative Wholesale Fund

Minimum investment $50,000

Bendigo Balanced Wholesale Fund

Minimum investment $50,000

Bendigo Growth Wholesale Fund

Minimum investment $50,000

Bendigo High Growth Wholesale Fund

Minimum investment $50,000

Socially responsible funds

Bendigo Socially Responsible Growth Fund

Minimum investment $5,000

Australian share funds

Sandhurst Industrial Share Fund

Minimum investment $2,000

Sandhurst Future Leaders Fund

Minimum investment $2,000

Sandhurst IML Industrial Share Fund

Minimum investment $50,000

International share funds

Bendigo Global Share Fund

(This fund was closed on 9 February 2021)

The Annual Report for the year ended 30 June 2021 is available here.

Things you should know

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.

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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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