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Sandhurst Balanced Fund

An investment option for those seeking a balanced approach to investing

Balance your approach to investing

The Sandhurst Balanced Fund (Fund) aims to provide investors with capital growth and regular income from a diversified and balanced portfolio of growth and income generating assets.

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

Minimum initial investment $500
Ability to add to your investment
Regular savings plan available

How it works

The Fund predominantly invests in Bendigo Balanced Wholesale Fund and Bendigo Balanced Index Fund (the Underlying Investments) which are managed by a selection of high quality, leading active and index investment managers across a variety of asset classes in a manner that Sandhurst believes will meet the investment return objective.

The typical investor would like to see long term growth with the willingness to accept some negative impact to their investment over the shorter term.

The neutral position of the Fund is 60% growth assets and 40% defensive assets. Through its holdings in the Underlying Investments, the strategic asset class allocation range of the Fund is:

  Min Max
Australian shares 10% 40%
International shares 10% 40%
Property & infrastructure 0% 20%
Fixed interest 10% 50%
Alternatives 0% 20%
Cash 5% 30%

The strategic asset class allocation provides an indication of the intended holdings through the Underlying investments and actual holdings may be higher or lower.

Features

  • Low minimum investment of $500
  • Regular income with capital growth
  • Half yearly income distributions
  • Add to your investment at any time (min additional investment $100) or;
  • Regular savings plan available with as little as $50 a month
  • Ready-made diversification
Balanced

To invest in this style, you are willing to accept some risk in return for potential higher returns over the medium to longer term. This type of portfolio would often see around 40% defensive assets, 60% growth assets.

Recommended investment timeframe

Recommended for at least a 4 year investment period.

Risk Profile

Medium

View our Invest It Matrix to see more

Learn more

Rates and fees*

No establishment fee
No entry or exit fees
No fees for additional contributions
Management Cost 1.48% 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

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Enquire online

Send us an online enquiry if you have any questions.

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.

Things you should know

Target Market Determinations for products are available.

*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.

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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