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Fund News

Important Notice to Unit Holders Notice of amendment to constitutions

A new tax regime applying to managed investment schemes was enacted on 5 May 2016. We have recently amended a number of Sandhurst managed fund constitutions in order to facilitate the operation of a new tax regime.

The Sandhurst managed fund constitutions which have been updated are set out in the notice of amendment to constitutions. View this notice.

Sandhurst Strategic Income Fund Sandhurst Strategic Income Fund, rating of ‘A’ has been upgraded to ‘A+’ by Australia Ratings - May 2017

Sandhurst Trustees is pleased to announce that Australia Ratings has upgraded its credit rating of ‘A’ to ‘A+’ to the units issued by the Sandhurst Strategic Income Fund (the Fund). The one notch upgrade confirms the strong level of creditworthiness of the Fund; the historical performance of the Fund; and the solid performance of the investment management team in managing 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 high 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 reaffirmed its 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

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

Sandhurst Strategic Income Fund (Class B Units) Sandhurst Strategic Income Fund (Class B Units), has been 'recommended' by Lonsec research - May 2017

Find out more

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 * - Class A Units
  • Bendigo Socially Responsible Growth Fund
  • Sandhurst Conservative Fund
  • Sandhurst Balanced Fund
  • Sandhurst Growth Fund
  • Sandhurst Industrial Share Fund
  • Sandhurst Future Leaders Fund
    * If you are a wholesale client as defined under the Corporations Act or have over $500,000 to invest in the Sandhurst Strategic Income Fund you will need to apply for Class B Units using our paper Application Form

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.

Click here for a list of Biller Codes and 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