Invest in an actively managed Fund that aims to deliver income and capital growth over the long term.
A share fund with a twist
Sandhurst Trustees aims to deliver investment returns before fees above the S&P / ASX 300 Industrial Accumulation Index on a rolling four year basis. We do this whilst working with an expert fund manager in Investors Mutual Limited (IML).
The Managed Fund product/s referenced on this page are issued by our wholly owned subsidiary Sandhurst Trustees Limited.
Minimum initial investment $50,000
Ability to add to your investment
Access to leading investment managers
How it works
The Sandhurst IML Industrial Share Fund (Fund) expects to invest predominantly in the Sandhurst Industrial Share Fund for which Investors Mutual Limited (IML) is currently the investment manager. To the extent that the Fund does so, it will be exposed to a diversified portfolio of quality ASX listed industrial shares (excluding resource shares) where these assets are identified by IML as being undervalued. The Fund is a ‘feeder fund’ meaning that it indirectly gains exposure to underlying asset classes by predominantly investing in the Underlying Investment.
Sandhurst manages the cash and short-term securities component of the Fund. The strategic asset class allocation range of the Underlying Investment is set out below.
|Australian shares (industrial)||80%||100%|
|Cash and short term securities||0%||20%|
- 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
- Access to leading investment managers
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.
Ready to apply?
If you would like some advice on this fund, investing in a managed fund or your situation and needs please complete our online enquiry form and one of our trained staff members will contact you.
Latest performance reports
Fund performance report November 2021pdf, 184 KB
Fund performance report October 2021pdf, 184 KB
Fund performance report September 2021pdf, 125 KB
Fund performance report August 2021pdf, 112 KB
Fund performance report July 2021pdf, 122 KB
Fund performance report June 2021pdf, 122 KB
Fund performance report May 2021pdf, 123 KB
Fund performance report April 2021pdf, 123 KB
Fund performance report March 2021pdf, 123 KB
Fund performance report February 2021pdf, 122 KB
Fund performance report January 2021pdf, 120 KB
Fund performance report December 2020pdf, 121 KB
Fund performance report November 2020pdf, 120 KB
Fund performance report October 2020pdf, 120 KB
Fund performance report September 2020pdf, 125 KB
Fund performance report August 2020pdf, 122 KB
Fund performance report July 2020pdf, 124 KB
Fund performance report June 2020pdf, 210 KB
Fund performance report May 2020pdf, 188 KB
Fund performance report April 2020pdf, 209 KB
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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?
Things you should know
*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 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.