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Fund News

Important Notice to Unit Holders Notice of proposed amendments to managed fund constitutions

Sandhurst has issued a notice, dated 8 June 2017, to notify unit holders of proposed amendments to constitutions. The amendments have been prepared in order to facilitate the operation of a new tax system for managed investment schemes.

The constitutions which are proposed to be amended are identified in the notice. Click here to view the notice to unit holders, which has been prepared pursuant to section 601GCA of the Corporations Act 2001 (Cth)

Bendigo Global Share Fund Sandhurst has relaunched the Sandhurst Professional GVI Global Industrial Fund as the new Bendigo Global Share Fund

On 17 April 2017, Sandhurst has issued a new PDS for the Bendigo Global Share Fund and is now open to new and existing applications.

The current PDS and Application Form can be located here.
Sandhurst Professional Series Wind-up of the Professional Series Australian Share Funds

On 14 February 2017 the following funds were terminated and wound-up:

  • Sandhurst Professional IML Australian Share Fund
  • Sandhurst Professional IML Industrial Share Fund
  • Sandhurst Professional IML Future Leaders Fund


If you have any questions, please contact us on 1800 634 969

Sandhurst Professional GVI Global Industrial Fund - Changes to investment structure (Continuous disclosure notice)

On 18 November 2016, Sandhurst wrote to the unitholders advising of the decision to change the investment structure of the Sandhurst Professional GVI Global Industrial Fund (Fund) to a multi-manager structure.

Under the Fund’s former investment structure it primarily invested in GVI Aubrey Global Growth and Income Fund (GVI Fund), which is in the process of being wound up. Sandhurst has a highly successful track record of operating multi-manager funds and is committed to delivering a high quality global investment solution to the Fund’s unitholders.

For further information regarding the changes to the Sandhurst Professional GVI Global Industrial Fund, please read the Continuous Disclosure Notice. If you are a unitholder and have not received the letter outlining these changes, please contact us on 1800 634 969

Cash, Income and Mortgage Funds

Sandhurst is excited to launch their new Online Application Form

Sandhurst has made it easier to start investing.
The Online Application Form encompasses the following managed funds:

  • Sandhurst Select Mortgage Fund
  • Sandhurst Cash Common Fund
  • Sandhurst Investment Term Fund
  • Sandhurst Strategic Income Fund.
Click here to apply now
All Funds BPAY® is now available

BPAY is a secure payment facility that enables you to make additional investments into the Sandhurst managed fund of your choice. Using BPAY means no paperwork; making it easier for you to make additional investments.
To make contributions using BPAY, you will need the following information which can be found on your Transaction Statements:

  • your BPAY Reference Number (a unique reference number used to identify your account when you make a deposit using BPAY)
  • the Biller Code for the managed fund you wish to invest in. The Biller Codes for our funds are listed here.

Click here to find out more information

® Registered to BPAY Pty Ltd ABN 69 079 137 518

All Funds Your Personal Information

Sandhurst Trustees has reviewed and updated its privacy disclosure to comply with reforms to the Privacy Act 1988 (Cth) which were introduced on 12 March 2014. These reforms may impact the way we communicate with you and how your personal information is collected, used and disclosed.

We have always taken great care to protect your personal information and have improved some of the ways we do things so that we comply with the new laws and so that you can feel even more assured about the confidentiality and security of personal information you provide to us. Sandhurst's Privacy Disclosure Statement is available here. It provides important information in relation to how we collect, use and disclose your information when we provide you with a product or service. You can also access our Privacy Policy here or by telephoning us on 1800 634 969.

To find out more about the changes to privacy laws visit www.oaic.gov.au.

Sandhurst Strategic Income Fund Sandhurst Strategic Income Fund, rating of ‘A’ reaffirmed by Australia Ratings - May 2016

Sandhurst Trustees is pleased to announce that Australia Ratings has reaffirmed its credit rating of ‘A’ to the units issued by the Sandhurst Strategic Income Fund (the Fund).

Australia Ratings is the only domestic rating agency that can issue credit ratings to financial products offered to retail investors in Australia. Through their independent assessment of financial products Australia Ratings assigns ratings to differentiate the degree of credit worthiness of organisations and fixed income products available to investors in the Australian financial market.

A rating of ‘A’ indicates the Fund has a strong degree of protection against loss from credit risk on the rating scale used by Australia Ratings and reflects the credit quality of the Fund’s investments as well as the experience and skill of Sandhurst Trustees as the Investment Manager. Additionally Australia Ratings has assigned a Product Complexity Indicator of ‘Blue’ indicating the Fund is a relatively simple financial product1.

A copy of the rating report can be accessed here or from Australia Ratings at www.australiaratings.com.

1. The units of the Fund are rated ‘A’ by Australia Ratings. This rating implies the Fund has a strong degree of protection against loss arising from credit risk. A rating is not a recommendation to invest, retain or redeem units in the Fund. The rating may be subject to change or withdrawal at any time. A copy of Australia Ratings Financial Services Guide can be found at http://www.australiaratings.com/fsg

Sandhurst Strategic Income Fund (Class B Units) Sandhurst Strategic Income Fund (Class B Units), has been 'highly rated' by Lonsec research - May 2016

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