Sandhurst Future Leaders Fund

Invest in a fund that aims to deliver income and capital growth over the long term.

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Sandhurst Future Leaders Fund

Managed Funds

Invest in your future

The Sandhurst Future Leaders Fund (Fund) invests in the IML Future Leaders Fund which will be exposed to a diversified portfolio of quality ASX listed shares outside the top 50 shares listed on the ASX, where these assets are identified by IML as being undervalued.

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

Minimum initial investment $2,000

Ability to add to your investment

Ready-made diversification

How it works

The Fund, predominantly through holdings in the Underlying Investment, provides exposure to an actively managed portfolio of ASX listed shares. Predominantly through holdings in the Underlying Investment, it gives investors the opportunity to broaden their exposure across a range of diversified ASX listed shares outside the ASX50, allowing investors to moderate the volatility of their investment risk and return over the long term.

Designed to be a long-term investment that aims to deliver income and capital growth through its holdings.

Features

Low minimum initial investment of $2,000
Half yearly distributions
Regular savings plan available with as little as $50 a month
Ready-made diversification
Access to leading investment managers
Flexible way to invest with multiple ways to add to your investment

High 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

High

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Rates and fees*

No establishment fee
No entry or exit fees
No fees for additional contributions
Management Cost 1.25% 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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Important links

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Keeping my account secure

Financial difficulty assistance

Financial abuse

Closing my account

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.