The Sandhurst Professional Series combines specialised investment management with a competitive management fee compared to traditional retail funds. The Share Funds require a minimum investment of $25,000 and the Cash Common Fund requires a minimum investment of $2,000. The Sandhurst Professional Series has been developed for investors seeking longer-term returns from investment in Australian and international equities with the added flexibility of a cash management style account.
The Sandhurst Professional Series provides access to specialized investment managers being Investors Mutual Limited, Global Value Investors Limited and Sandhurst Trustees itself.
Sandhurst Professional IML Australian Share Fund This Fund aims to achieve, over the long-term, capital growth and income and to deliver a return (after fees and expenses and before taxes) that is in excess of the S&P/ASX300 Accumulation Index on a rolling four year basis.
Sandhurst Professional IML Industrial Share Fund This Fund aims to achieve, over the long-term, capital growth and income and to deliver a return (after fees and expenses and before taxes) that is in excess of the S&P/ASX300 Industrial Accumulation Index on a rolling four year basis.
Sandhurst Professional IML Future Leaders Fund This 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 S&P/ASX300 Accumulation Index (excluding S&P/ASX50, excluding Property Trusts) on a rolling four year basis.
Sandhurst Professional GVI Global Industrial Fund This 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.
Cash Common Fund This Fund aims to offer investors a professional money market style cash investment with the combination of competitive interest rates (when compared to traditional “at call” style bank accounts), regular income, capital stability and easy access to funds.
*The rate displayed is applicable as at 23/06/2009. 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.
Sandhurst Trustees Limited (‘STL’) 18 View Street Bendigo Vic 3550 ABN 16 004 030 737 AFSL 237906 RSE Licence No. L0000154 is a subsidiary of Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879. The products listed are issued by STL (except for the Bendigo Funeral Bond and Margin Lending - see "Investments"). The Bendigo Funeral Bond is an investment product issued by Australian Friendly Society Limited ABN 29 087 648 851 AFSL 247028. As the information on the website has been prepared without taking into account your objectives, financial situation or needs (‘personal circumstances’), before acting on the information, you should consider its appropriateness, having regard to your personal circumstances. A Product Disclosure Statement (‘PDS’) or Disclosure Document (‘DD’) for each of these products (other than any credit facility) is available online at www.sandhursttrustees.com.au or from your nearest Bendigo Bank branch. Margin lending does not have a PDS, but information about the product and application forms are available online at www.bendigobank.com.au or from your nearest Bendigo Bank branch. You should consider the relevant PDS or DD in deciding whether to acquire or continue to hold an interest in these products. STL’s remuneration for the issue of these products is set out in the relevant PDS or DD. You should also obtain a Financial Services Guide and consider it before making a decision to acquire or continue to hold any of these products.
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