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Sandhurst Growth Fund

(Previously known as Bendigo Growth Fund)

Fund overview

The Sandhurst Growth Fund (Fund) aims to deliver capital growth with moderate income over the long term.

Investment strategy

To predominantly invest in Bendigo Growth Wholesale Fund and Bendigo Growth 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.

Asset allocation

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 Growth Fund is 80% growth assets and 20% defensive assets. Through its holdings in the Underlying Investments, the strategic asset class allocation range of the Fund is:
Strategic asset class allocation Ranges
Australian shares 15 - 50%
International shares 15 - 50%
Property and infrastructure 5 - 22%
Fixed interest 5 - 25%
Alternatives 0 - 20%
Cash 0 - 25%

The strategic asset class allocation provides an indication of the intended holdings through the Underlying Investments and actual holdings may be higher or lower.

Key Features

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
*Refer to the 'Fees and costs' section of the Product Disclosure Statement.

Why choose the Sandhurst Growth Fund?

The Fund may be suitable for investors looking for:

  • a ready made diversified solution with a 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
  • capital growth and moderate income over the long term.

Recommended minimum investment timeframe

Recommended for at least a 5 year investment period.

Risk profile

MEDIUM TO HIGH

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.