Bendigo Global Share Fund
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.
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.
|International shares* - unhedged||20%||100%|
|International shares* - hedged||20%||100%|
|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.
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.
To find out moreThe 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.