Sandhurst Professional IML Australian Share Fund
Fund overview
The Sandhurst Professional IML Australian Share Fund (Fund) aims to achieve, over the long-term, capital growth and income and to deliver a return (after fees and expenses and before taxes) that is in excess of the S&P/ASX300 Accumulation Index on a rolling four year basis.
Investment strategy
The Fund will primarily invest indirectly in a diversified portfolio of quality Australian industrial and resource shares (and listed property trusts) included in the S&P/ASX 300 Accumulation Index where these assets are identified by the investment manager as being undervalued.
The target asset allocation within which Sandhurst Trustees will operate the Fund are detailed below:
| Asset class | Ranges |
| Australian shares (industrial and resource) | 90-100% |
| Cash and cash equivalents | 0-10% |
Features
| Minimum initial investment | $25,000 |
| Minimum holding | $25,000 |
| Establishment fee | NIL |
| Exit fee | NIL |
| Buy/sell spread | + 0.25% / - 0.25% |
| Maximum indirect cost ratio | 1.30% p.a. |
| Distributions | 30 June and 31 December Distributions are paid within 2 months of these calculation dates |
Why choose the Sandhurst Professional IML Australian Share Fund?
The Sandhurst Professional IML Australian Share Fund may be suitable for investors looking for a fund that:
- provides you with access to a diversified Australian resource and industrial share portfolio managed by investment experts
- aims to deliver a return in excess of the S&P/ASX 300 Accumulation Index on a rolling four year basis
- has a long term investment profile of more than 5 years
Risk profile
HIGH
Investment managers
Sandhurst Trustees aims to create wealth for investors by investing either directly in the market or indirectly through underlying managed investment schemes managed by a selection of quality investment managers, including Sandhurst Trustees itself.
This approach involves allocating investment decisions to a variety of managers who specialise in managing specific asset classes. We call this the “manage the manager” approach. The managers used for the Sandhurst Professional IML Australian Share Fund are:
