Sandhurst Balanced Fund
(Previously known as Bendigo Balanced Fund)
The Sandhurst Balanced Fund (Fund) aims to deliver capital growth with regular income over the medium to long-term by investing in a diversified asset portfolio.
To predominantly invest 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.
Please refer to our current Investment Managers Guide for information on the investment managers used.
Sandhurst determines, given the prevailing market conditions, the allocation of amounts to each asset class on an ongoing basis within the ranges set out below.
|The Fund invests 80% to 100% of its assets in the Underlying Investments (with the uninvested portion held in cash). The neutral position of the Sandhurst Balanced 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:|
|Strategic asset class allocation||Ranges|
|Property and infrastructure||0-20%|
The strategic asset class allocation provides an indication of the intended holdings through the Underlying Investments and actual holdings may be higher or lower.
|Minimum initial investment||$500
If you have more than $50,000 to invest click here
|Minimum additional investment||$100
or a minimum of $50 per month via the regular savings plan
|Management costs*||1.50% p.a.|
|Income distributions||Half yearly as at 30 June and 31 December and normally paid within 2 months |
Why choose the Sandhurst Balanced Fund?
The Fund may be suitable for investors looking for:
- a ready made diversified solution with a slightly higher weighting of growth assets compared to income generating assets;
- access to the resources and knowledge of many different professional investment managers;
- comfort of an index management approach provided by a reputable index specialist; and
- a combination of capital growth and regular income over the medium to long term.
Recommended minimum investment timeframe
Recommended for at least a 4 year investment period.
To find out more
The information on this page is a summary only. For further information, please refer to the Product Disclosure Statement (PDS), applicable PDS updates and Reference Guide which are available at our website www.sandhursttrustees.com.au/pds or alternatively please contact our Customer Service Team on 1800 634 969 or visit any Bendigo Bank branch.