Commercial Loans - Sandhurst Trustees
  • Search:  

Sandhurst IML Industrial Share Fund

Fund overview

The Sandhurst IML Industrial Share Fund (Fund) aims to deliver investment returns before fees above  the S&P/ASX 300 Industrial Accumulation Index on a rolling four year basis.

Fund award

The Fund was named the winner of the Financial Review Smart Investor Blue Ribbon Award in the category of Australian Large-Cap Shares for 2012.

Investment strategy

The 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.

Sandhurst manages the cash and short-term securities component of the Fund.

The Fund invests 80% to 100% of its assets in the Sandhurst Industrial Share Fund (with the uninvested portion held in cash). The strategic asset class allocation range of the Sandhurst Industrial Share Fund is set out below.
Asset class Ranges
Australian shares (industrial) min 80% - max 100%
Cash and short term securities min 0% - max 20%

Return to top

Key Features

Minimum initial investment

$50,000

Minimum additional investment $100 or a minimum of $50 per month via the regular savings plan
Management Costs* 0.95% p.a.
Distributions

30 June, and 31 December

Distributions are normally paid within 2 months of these calculation dates


*Refer to the 'Fees and costs' section of the Product Disclosure Statement.

Why choose the Sandhurst IML Industrial Share Fund

The Fund may be suitable for investors looking for:

  • access to high growth assets with the potential for long-term growth;
  • access to a leading professional investment manager;
  • capital growth with regular income;
  • a simple and convenient way to invest, as we handle all of the paperwork and administration;
  • a responsible entity with a proven record: Sandhurst aims to create wealth for investors by employing a disciplined and conservative approach to managing quality assets.

Return to top

Investment timeframe

Recommended for at least a 5 year investment period.

Risk profile

High

 

The information on this page is a summary only. For the Application Form and for further information please refer to the Product Disclosure Statement, 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.

.

Return to top