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Product Disclosure Statements

- Sandhurst Common Funds PDS
- Sandhurst Professional Series PDS
- Bendigo Managed Funds PDS
- Bendigo Managed Wholesale Funds PDS
- Adelaide Cash Management Trust PDS
- AMF Yield Fund PDS
- The Bendigo Superannuation Plan PDS
- The Bendigo Super Easy® Superannuation Plan PDS
- Bendigo Funeral Bond Disclosure Document

Update to the Product Disclosure Statements

10 August 2009 – Disclosure against ASIC Benchmarks (Sandhurst Common Funds)

This document dated 10 August 2009 updates the Sandhurst Common Funds Product Disclosure Statement dated 25 May 2007 (the PDS) and should be read together with the PDS and any updates to the PDS available on our website from time to time.

31 July 2009 – Updated contact information for our external dispute resolution body (Sandhurst Common Funds, Sandhurst Professional Series, Bendigo Managed Funds and Bendigo Managed Wholesale Funds)

On 1 July 2008, the Banking and Financial Services Ombudsman (BFSO), Financial Industry Complaints Service (FICS) and Insurance Ombudsman Service (IOS) merged to form the national Financial Ombudsman Service (FOS).

As a result of this merger references to the ‘Financial Industry Complaints Services (FICS)’ and its contact details, in the Sandhurst Common Funds, Sandhurst Professional Series, Bendigo Managed Funds and Bendigo Managed Wholesale Funds Product Disclosure Statements, should be replaced with:

Financial Ombudsman Services Limited (FOS)
GPO Box 3 Melbourne, VIC 3001
Telephone: 1300 780 808
Facsimile: (03) 9613 6399
Email: info@fos.org.au

For more information on our dispute resolution process you can download our Talk to us we are Listening brochure.

10 March 2009 – New Customer Identification Requirements (Sandhurst Common Funds)

Sandhurst has implemented the Know Your Customer (KYC) requirements in accordance with the Anti Money Laundering and Counter-Terrorism Financing Act 2006. KYC requirements replace the previous requirements that existed under the Financial Transactions & Reports Act 1988 which contained the ‘100 point identification method’ and ‘referee method’. Click here for further details.

1 March 2008 – change in parent entity name

Following the merger of our parent entity Bendigo Bank Limited with Adelaide Bank Limited during November 2007, the merged company has voted to change its name to Bendigo and Adelaide Bank Limited. The name change will take effect from Monday 31 March 2008. Click here for further details.

Sandhurst Common Funds

The Sandhurst Common Funds PDS is used for the following funds:

  • Select Mortgage Fund
  • Investment Common Fund
  • Cash Common Fund
pdf Sandhurst Common Funds PDS

Sandhurst Professional Series Funds

The Sandhurst Professional Series Funds PDS is used for the following funds:

  • Sandhurst Professional IML Australian Share Fund
  • Sandhurst Professional IML Industrial Share Fund
  • Sandhurst Professional IML Future Leaders Fund
  • Sandhurst Professional IML Value & Income Fund
  • Sandhurst Professional GVI Global Industrial Fund
pdf Sandhurst Professional Series Funds PDS

Bendigo Managed Funds

The Bendigo Managed Fund PDS is used for the following funds:

  • Bendigo Conservative Fund
  • Bendigo Balanced Fund
  • Bendigo Future Growth Fund
  • Sandhurst Future Leaders Fund
  • Sandhurst Industrial Share Fund
pdf Bendigo Managed Funds PDS

Bendigo Managed Wholesale Funds

The Bendigo Managed Wholesale Funds PDS is used for the following funds:

  • Bendigo Wholesale Conservative Fund
  • Bendigo Wholesale Balanced Fund
  • Bendigo Wholesale Future Growth Fund
  • Sandhurst IML Industrial Share Fund
pdf Bendigo Managed Wholesale Funds

Adelaide Cash Management Trust

pdf Adelaide Cash Management Trust PDS

AMF Yield Fund

pdf AMF Yield Fund PDS

The Bendigo Superannuation Plan

pdf The Bendigo Superannuation Plan PDS - Part 1
pdf The Bendigo Superannuation Plan PDS - Part 2

The Bendigo Super Easy® Superannuation Plan

pdf Bendigo Super Easy® Superannuation Plan PDS

Bendigo Funeral Bond Disclosure Document

pdf Bendigo Funeral Bond Disclosure Document
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Sandhurst Cash Common Fund

*The rate displayed is applicable as at 09/02/2010. The rate of return payable on Investments in the Fund will generally move in line with market conditions and money market rates, however there is no guarantee of the actual rate of return payable to investors.

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Sandhurst Trustees Limited ABN 16 004 030 737 AFSL 237906 (Sandhurst) is a subsidiary of Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879 (the Bank). The products listed are issued by Sandhurst (except for the Bendigo Funeral Bond). The Bendigo Funeral Bond is an investment product issued by Australian Friendly Society Limited ABN 29 087 648 851. The material on this website is provided by Sandhurst and contains general advice only. Please consider your situation and read the relevant Product Disclosure Statement (‘PDS’) or Disclosure Document (‘DD’) and Sandhurst’s Financial Services Guide before making any decision. A PDS or a DD for the products listed (other than any credit facility) is available online at www.sandhursttrustees.com.au/pds or from your nearest Bendigo Bank branch.

Sandhurst is not responsible for the content of any other site accessed via the Sandhurst site. That information is the responsibility of the site owner and Sandhurst has no control over it. Links to other sites are provided for convenience only and do not represent any endorsement by Sandhurst of the products offered by the site owner.