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Bendigo Global Share Fund

Fund overview

The Bendigo Global Share Fund (Fund) is intended to suit an investor primarily seeking long-term capital growth with moderate income from a diversified portfolio of international shares. The Fund aims to outperform the MSCI World ex Australia 50% hedged to AUD Index# (before fees) over the long term (typically 5 to 7 years).

Note: the benchmark is not a guarantee of Fund performance.

# The index is a custom rather than standard index and MSCI does not express any opinion about Sandhurst or the Fund.

Investment strategy

This Fund aims to invest via a selection of high quality Australian and international investment managers that employ a range of management styles that include active and index management, and who specialise in managing portfolios of international shares (which may include Australia), constructing the investment portfolio in a manner that Sandhurst believes will meet the investment return objective.

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

Asset class Minimum Maximum
International shares* - unhedged 20% 100%
International shares* - hedged 20% 100%
Cash 0% 10%
*While the assets of the Fund are predominately invested in international shares, from time to time the Fund may have limited exposure to Australian shares.

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Key Features

Minimum initial investment $5,000
Minimum additional investment $100 or a minimum of $50 per month via the regular savings plan
Management costs* 0.95% 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.

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Why choose the Bendigo Global Share Fund?

The Fund may be suitable for investors looking for:

  • a diversified international share portfolio managed by a number of different specialist investment managers who research and monitor investment markets to find the best opportunities;
  • the opportunity to diversify their international share exposure across a range of investment management styles, potentially reducing volatility; and
  • a fund designed to achieve long-term capital growth with moderate income from a diversified portfolio of international shares.

Risk profile

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.

 

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