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Sandhurst IML Industrial Share Fund

Invest in an actively managed Fund that aims to deliver income and capital growth over the long term.

A share fund with a twist

Sandhurst Trustees aims to deliver investment returns before fees above the S&P / ASX 300 Industrial Accumulation Index on a rolling four year basis. We do this whilst working with an expert fund manager in Investors Mutual Limited (IML).

The Managed Fund product/s referenced on this page are issued by our wholly owned subsidiary Sandhurst Trustees Limited.

Minimum initial investment $50,000

Ability to add to your investment

Access to leading investment managers

How it works

The Sandhurst IML Industrial Share Fund (Fund) expects to invest predominantly in the Sandhurst Industrial Share Fund for which Investors Mutual Limited (IML) is currently the investment manager. To the extent that the Fund does so, it will be exposed to a diversified portfolio of quality ASX listed industrial shares (excluding resource shares) where these assets are identified by IML as being undervalued. The Fund is a ‘feeder fund’ meaning that it indirectly gains exposure to underlying asset classes by predominantly investing in the Underlying Investment.

Sandhurst manages the cash and short-term securities component of the Fund. The strategic asset class allocation range of the Underlying Investment is set out below.

  Min Max
Australian shares (industrial) 80% 100%
Cash and short term securities 0% 20%

Features

  • Half yearly income distributions
  • Add to your investment at any time (min additional investment $100) or;
  • Regular savings plan available with as little as $50 a month
  • Ready-made diversification
  • Access to leading investment managers

High growth

To invest in this style, you would be willing to forego immediate liquidity (access to your money) and would seek the higher risk investments (like equities, stock, property and bonds). You are comfortable with long term investments. This type of portfolio would usually see 80%+ in growth assets.

Recommended investment timeframe

Recommended for at least a 5 year investment period.

Risk Profile

High

Learn more

Rates and fees*

No establishment fee
No entry or exit fees
No fees for additional contributions
Management Fees and Costs are 1.05% p.a. of the net asset value of the Fund

View latest Fund performance reports

View latest Fund performance

Ready to apply?

You can apply for the Fund by completing and returning the Individual or Entity application form.

If you would like some advice on this fund, investing in a managed fund or your situation and needs please complete our online enquiry form and one of our trained staff members will contact you.

Related documents

The information on this page is a summary only. For further information please refer to the following documents

Latest performance reports

Education HUB article

View all articles

Why invest in a managed fund

A managed fund is a professionally managed investment portfolio that pools your money together with the money of multiple investors. An Investment Manager then buys and sells shares or other assets (property, cash, bonds etc) on your behalf.

Need to talk to us?

Enquire online

Send us an online enquiry if you have any questions.

Phone

Call us today between 8.30am to 5pm (AEST/AEDT)

At a branch

Use our branch locator to search for a branch, agency or ATM near you.

Things you should know

Target Market Determinations for products are available.

*Management costs are based on costs incurred by the Fund in the past financial year and may be different in the current and future financial years. Other fees and costs may apply. See the Product Disclosure Statement for full details.

Sandhurst Trustees

Sandhurst Trustees Limited ABN 16 004 030 737 AFSL 237906 (Sandhurst) is a wholly owned subsidiary of Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879. Sandhurst is the responsible entity and issuer of the managed funds available on this website. Additionally, Sandhurst is the issuer of commercial lending products and the provider of traditional trustee services available on this website. Each of these companies receives remuneration on the issue of the product or service they provide. Investments in these products are not deposits with, guaranteed by, or liabilities of Bendigo and Adelaide Bank nor any of its related entities, and are subject to normal investment risk, including possible delays in repayment and loss of income and capital invested.

Information on the website is jointly prepared by Sandhurst and Bendigo and Adelaide Bank and subject to change without notice. Advice in relation to managed funds and commercial lending products is provided by Sandhurst. The information contains general advice only and does not take into account your personal objectives, situation or needs. Before making an investment decision in relation to these products you should consider your situation and read the relevant Product Disclosure Statement available on this site.

The information is given in good faith and has been derived from sources believed to be accurate at its issue date. Neither Sandhurst nor the Bendigo and Adelaide Bank give any warranty for the reliability or accuracy or accept any responsibility arising in any way, including by reason of negligence for errors or omissions for the information contained on this website. Neither Sandhurst nor the Bendigo and Adelaide Bank has an obligation to update, modify or amend this website or notify you in the event that a matter of opinion or projection stated changes or subsequently becomes inaccurate.

Neither Sandhurst nor Bendigo and Adelaide Bank is responsible for the content of any other site accessed via this site. That information is the responsibility of the site owner. Links to other sites are provided for convenience only and do not represent any endorsement by Sandhurst or the Bendigo and Adelaide Bank of the products and services offered by the site owner.

Bendigo and Adelaide Bank acknowledges Aboriginal and Torres Strait Islander peoples as the First Peoples of this nation and the Traditional Custodians of the land where we live, learn and work. We pay our respects to Elders past and present as it is their knowledge and experience that holds the key to the success of future generations.

Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL / Australian Credit Licence 237879. Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Please read the applicable Disclosure Documents before acquiring any product described on this website. Please also review our Financial Services Guide (FSG) before accessing information on this website. Information on this page can change without notice to you.

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