Sandhurst Conservative Fund(Previously known as Bendigo Conservative Fund)
The Sandhurst Conservative Fund (Fund) aims to deliver regular income and moderate capital growth over the medium term, whilst minimising the risk of capital loss.
To predominantly invest in Bendigo Conservative Wholesale Fund and Bendigo Conservative 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 Conservative Fund is 40% growth assets and 60% 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
|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|
*Refer to the 'Fees and costs' section of the Product Disclosure Statement.
Why choose the Sandhurst Conservative Fund?
The Fund may be suitable for investors looking for:
- a ready made diversified solution with a higher weighting of income producing assets compared to growth 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
- regular income and moderate capital growth over the medium term.
Recommended minimum investment timeframe
Recommended for at least a 3 year investment period.
LOW TO MEDIUM
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.