Invest in a fund that aims to deliver income and capital growth over the long term.
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
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
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 September 2021pdf, 119 KB
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Fund performance report August 2021pdf, 90 KB
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Fund performance report July 2021pdf, 120 KB
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Fund performance report June 2021pdf, 123 KB
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Fund performance report May 2021pdf, 121 KB
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Fund performance report April 2021pdf, 123 KB
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Fund performance report February 2021pdf, 120 KB
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Fund performance report January 2021pdf, 117 KB
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Fund performance report December 2020pdf, 119 KB
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Fund performance report November 2020pdf, 118 KB
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Fund performance report October 2020pdf, 121 KB
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Fund performance report September 2020pdf, 123 KB
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Fund performance report August 2020pdf, 123 KB
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Fund performance report July 2020pdf, 122 KB
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Fund performance report June 2020pdf, 210 KB
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Fund performance report May 2020pdf, 347 KB
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Fund performance report April 2020pdf, 205 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
Send us an online enquiry if you have any questions.
Phone
Call us today between 8.30am to 5pm (AEST/AEDT)
At a branch
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Things you should know
View the Target Market Determination for this product.
*Refer to the 'Fees and Costs' section of the Product Disclosure Statement.
Sandhurst Trustees Limited
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.
