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Sandhurst Professional GVI Global Industrial Fund

Fund overview

This Sandhurst Professional GVI Global Industrial Fund (Fund) aims to achieve, over the long term, capital growth and some income and to deliver a return (after fees and expenses and before taxes) that is in excess of the MSCI World Accumulation Index (AUD) hedged on a rolling three year basis.

Investment strategy

This Fund aims to primarily invest indirectly in a diversified portfolio of quality international industrial shares, where these assets are identified by the investment manager as being undervalued.

The target asset allocation within which Sandhurst Trustees will operate the Fund is detailed below.

Asset class Ranges
International shares (industrial) 80-100%
Cash and cash equivalents 0-20%
Note: In exceptional market conditions the Fund may have higher levels of cash where, in our investment managers opinion, more attractive investment opportunities can not be found.

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Features

Minimum initial investment $25,000
Minimum holding $25,000
Establishment fee NIL
Buy/sell spread + 0.30% / - 0.30%
Maximum indirect cost ratio

1.40% p.a.

Distributions 30 June and 31 December
Distributions are paid within 2 months of these calculation dates.


For further details please call 1800 224 124.

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Why choose the Sandhurst Professional GVI Global Industrial Fund?

The Sandhurst Professional GVI Global Industrial Fund aims to provide access to capital growth and some income from investment in international shares and may be suitable for investors seeking:

  • to primarily invest in shares or other corporate securities of industrial companies listed on international share markets
  • to diversify their investment portfolio across the world’s major share markets
  • to invest for at least a 5 year period

Risk profile

HIGH

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