Commercial Loans - Sandhurst Trustees
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Product Disclosure Statements (PDS) and Forms

It is important that you consider the PDS in its entirety, including the other important information that forms part of the PDS (e.g. PDS Updates and Reference Guide if applicable).

Standard Forms

Additional investments via BPAY
(Conveniently add to your investment without the need to complete the Investment Contribution Form)

Investment Contribution Form
(Additional investments via cheque or Direct Debit, Create/alter/cancel a Regular Savings Plan)

Change of Details Form
(Includes Change of details, TFN/ABN update, Nominated Representative)

FATCA Details Form

Nominated Representative Form

Withdrawal Form

Advice Fee Form

Cash Funds

PDS and Important Documents Forms
Sandhurst Cash Common Fund PDS
Minimum investment ($1,000)

PDS updates

Bendigo Accounts and Facilities

Annual Report

Apply now

Application Form

Adelaide Cash Management Trust PDS
Minimum investment ($5,000)

PDS updates

Transaction Services Guide

Application Form

Account Maintenance Form

Regular Payments Form

Authorised Operator Form

Income & Mortgage Funds

PDS and Important Documents Forms
Sandhurst Select Mortgage Fund PDS
Minimum investment ($2,000)

PDS updates

Bendigo Accounts and Facilities

Annual Report

Apply now

Application Form

Sandhurst Investment Term Fund PDS
(Previously known as Sandhurst Investment Common Fund)
Minimum investment ($2,000)

PDS updates

Bendigo Accounts and Facilities

Annual Report

Apply now

Application Form

Sandhurst Strategic Income Fund PDS
Minimum investment ($2,000)

PDS updates

Reference Guide

Apply now

Application Form

Bendigo Diversified Fixed Interest Fund PDS
Minimum investment ($25,000)

PDS updates

Reference Guide

Application Form

Bendigo Socially Responsible Growth Fund

PDS and Important Documents Forms
Bendigo Socially Responsible Growth Fund PDS
Minimum investment ($5,000)

PDS updates

Reference Guide

Apply now

Application Form

Diversified Funds

PDS and Important Documents Forms

Sandhurst Conservative Fund PDS
(Previously known as Bendigo Conservative Fund)
Minimum investment ($500)

Sandhurst Balanced Fund PDS
(Previously known as Bendigo Balanced Fund)
Minimum investment ($500)

Sandhurst Growth Fund PDS
(Previously known as Bendigo Growth Fund)
Minimum investment ($500)

PDS Updates

Reference Guide

Application Form

Switch Form

Bendigo Defensive Index Fund PDS
Minimum investment ($50,000)

Bendigo Conservative Index Fund PDS
Minimum investment ($50,000)

Bendigo Balanced Index Fund PDS
Minimum investment ($50,000)

Bendigo Growth Index Fund PDS
Minimum investment ($50,000)

Bendigo High Growth Index Fund PDS
Minimum investment ($50,000)

PDS Updates

Reference Guide

Application Form

Switch Form

Bendigo Defensive Wholesale Fund PDS
Minimum investment ($50,000)

Bendigo Conservative Wholesale Fund PDS
Minimum investment ($50,000)

Bendigo Balanced Wholesale Fund PDS
Minimum investment ($50,000)

Bendigo Growth Wholesale Fund PDS
Minimum investment ($50,000)

Bendigo High Growth Wholesale Fund PDS
Minimum investment ($50,000)

PDS Updates

Reference Guide

Application Form

Switch Form

Australian Share Funds

PDS and Important Documents Forms

Sandhurst Industrial Share Fund PDS
Minimum investment ($2,000)

Sandhurst Future Leaders Fund PDS
Minimum investment ($2,000)

PDS Updates

Reference Guide

Application Form

Switch Form

Sandhurst IML Industrial Share Fund PDS
Minimum investment ($50,000)

PDS Updates

Reference Guide

Application Form

Sandhurst Professional IML Australian Share Fund PDS

Sandhurst Professional IML Industrial Share Fund PDS

Sandhurst Professional IML Future Leaders Fund PDS

 

As at 14 February 2017, these funds have been wound-up. For further information, please contact us on 1800 634 969.

International Funds

PDS and Important Documents Forms
Bendigo Global Share Fund PDS

(Previously know as Sandhurst Professional GVI Global Industial Fund)
Minimum investment ($5,000)

PDS updates

Reference Guide

Application Form

Other Important Information

Investment Manager Guide

Unit Pricing Policy

Guide to Your Tax Statement

Order Offer Documents