Sandhurst Professional GVI Global Industrial Fund
Fund overview
This Sandhurst Professional GVI Global Industrial Fund (Fund) aims to achieve, over the long term, capital growth and some income and to deliver a return (after fees and expenses and before taxes) that is in excess of the MSCI World Accumulation Index (AUD) hedged on a rolling three year basis.
Investment strategy
This Fund aims to primarily invest indirectly in a diversified portfolio of quality international industrial shares, where these assets are identified by the investment manager as being undervalued.
The target asset allocation within which Sandhurst Trustees will operate the Fund is detailed below.
| Asset class | Ranges |
| International shares (industrial) | 80-100% |
| Cash and cash equivalents | 0-20% |
Features
| Minimum initial investment | $25,000 |
| Minimum holding | $25,000 |
| Establishment fee | NIL |
| Buy/sell spread | + 0.30% / - 0.30% |
| Maximum indirect cost ratio | 1.40% p.a. |
| Distributions | 30 June and 31 December Distributions are paid within 2 months of these calculation dates. |
Why choose the Sandhurst Professional GVI Global Industrial Fund?
The Sandhurst Professional GVI Global Industrial Fund aims to provide access to capital growth and some income from investment in international shares and may be suitable for investors seeking:
- to primarily invest in shares or other corporate securities of industrial companies listed on international share markets
- to diversify their investment portfolio across the world’s major share markets
- to invest for at least a 5 year period
Risk profile
HIGH
