Commercial Loans - Sandhurst Trustees
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Latest Fund Performance

Fund performance figures are calculated before tax and after fees and costs, using withdrawal prices and assumes distributions are reinvested.

Past performance is not an indication of future performance.

Please contact us for historical Fund Performance Reports.

Cash Funds

Fund Performance Reports Fund Performance as at 31/05/17
1 Month % 3 Months % 6 Months % 1 Year % p.a. 2 Years % p.a. 3 Years % p.a. 5 Years % p.a. Since Inception % p.a.
Sandhurst Cash Common Fund See current rate See previous returns
Adelaide Cash Management Trust See current rate 1.05% 1.24% 1.43% 1.76% 3.88%

Income & Mortgage Funds

Fund Performance Reports Fund Performance as at 31/05/17
1 Month % 3 Months % 6 Months % 1 Year % p.a. 2 Years % p.a. 3 Years % p.a. 5 Years % p.a. Since Inception % p.a.
Sandhurst Select Mortgage Fund See current rate See previous returns
Sandhurst Investment Term Fund* See current rate See previous returns
Sandhurst Strategic Income Fund -Class A Units 0.19% 0.53% 1.34% 2.76% 2.51% 2.72% 3.59% 3.90%
Sandhurst Strategic Income Fund -Class B Units 0.23% 0.62% 1.52% 3.11% 2.86% 3.08% 3.90% 4.20%
Bendigo Diversified Fixed Interest Fund 0.92% 1.92% 2.78% 2.62% 3.37% 4.55% - 4.76%
*Previously known as Sandhurst Investment Common Fund

Diversified Funds

Fund Performance Reports Fund Performance as at 31/05/17
1 Month % 3 Months % 6 Months % 1 Year % p.a. 2 Years % p.a. 3 Years % p.a. 5 Years % p.a. Since Inception % p.a.
Sandhurst Conservative Fund1 0.41% 2.45% 4.31% 3.62% 2.46% 4.29% 6.65% 5.43%
Sandhurst Balanced Fund2 0.39% 3.21% 5.73% 4.93% 2.91% 5.58% 8.72% 5.35%
Sandhurst Growth Fund3 0.28% 3.84% 6.90% 5.85% 3.31% 6.45% 10.35% 5.75%
Bendigo Defensive Index Fund 0.59% 2.08% 3.79% 3.93% 3.98% 5.08% 6.37% 6.76%
Bendigo Conservative Index Fund 0.39% 2.51% 5.06% 5.37% 4.31% 6.01% 8.47% 8.76%
Bendigo Balanced Index Fund 0.24% 3.12% 6.57% 7.15% 4.81% 7.15% 10.60% 10.85%
Bendigo Growth Index Fund 0.06% 3.64% 7.86% 9.05% 5.40% 8.21% 12.68% 12.81%
Bendigo High Growth Index Fund -0.10% 4.15% 9.14% 11.13% 6.16% 9.42% 14.65% 14.85%
Bendigo Defensive Wholesale Fund 0.59% 2.05% 3.58% 4.04% 3.49% 4.68% 6.31% 6.69%
Bendigo Conservative Wholesale Fund 0.61% 2.88% 5.18% 5.23% 3.95% 5.79% 8.18% 6.73%
Bendigo Balanced Wholesale Fund 0.67% 3.75% 6.75% 6.60% 4.39% 7.03% 10.21% 6.61%
Bendigo Growth Wholesale Fund 0.61% 4.43% 7.97% 7.50% 4.69% 7.84% 11.76% 6.96%
Bendigo High Growth Wholesale Fund 0.63% 5.23% 9.40% 9.11% 5.66% 9.26% 13.47% 13.38%
1 Previously known as Bendigo Conservative Fund
2 Previously known as Bendigo Balanced Fund

3 Previously known as Bendigo Growth Fund

Bendigo Socially Responsible Growth Fund

Fund Performance Reports Fund Performance as at 31/05/17
1 Month % 3 Months % 6 Months % 1 Year % p.a. 2 Years % p.a. 3 Years % p.a. 5 Years % p.a. Since Inception % p.a.
Bendigo Socially Responsible Growth Fund 0.06% 3.97% 8.24% - - - - 7.72%

Australian Share Funds

Fund Performance Reports Fund Performance as at 31/05/17
1 Month % 3 Months % 6 Months % 1 Year % p.a. 2 Years % p.a. 3 Years % p.a. 5 Years % p.a. Since Inception % p.a.
Sandhurst Industrial Share Fund -2.93% 1.69% 6.38% 8.44% 5.63% 7.97% 13.66% 10.08%
Sandhurst Future Leaders Fund -1.67% 1.75% 1.79% 7.12% 7.60% 13.32% 13.69% 9.99%
Sandhurst IML Industrial Share Fund -2.82% 1.98% 6.96% 9.65% 6.83% 8.86% 14.73% 10.42%

International Funds

Fund Performance Reports Fund Performance as at 31/05/17
1 Month % 3 Months % 6 Months % 1 Year % p.a. 2 Years % p.a. 3 Years % p.a. 5 Years % p.a. Since Inception % p.a.
Bendigo Global Share Fund 4 2.46% 7.35% 11.16% 11.46% 3.69% 7.98% 12.67% 5.71%

4 Previously known as the Sandhurst Professional GVI Global Industrial Fund