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Fund news

Important information regarding Sandhurst managed funds – Buy sell spread changes

Wed, 05 Aug 2020

Following a recent review, many of our managed funds sell spreads are decreasing from June 2020 rates to reflect the lower transaction costs.

Year in review 2019/2020 – hear from our Chief Investment Officer

Fri, 31 Jul 2020

Sandhurst Trustees Superannuation and Managed Funds invest in various market sectors (eg: shares, property, cash) which are being impacted by the current environment.  However, the market volatility we are experiencing and may continue to experience in the short-term, is a normal response to a significant economic event. Have a listen to our Chief Investment Officer talk a little more about this and the impact it has had regarding our Funds.

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Important information regarding Sandhurst managed funds – Buy sell spread changes

Mon, 15 Jun 2020

In light of changing market conditions, Sandhurst managed fund transaction costs are being regularly reviewed. The first review was conducted in March 2020. During the review, we found a significant increase in market volatility has particularly impacted liquidity in fixed income markets. Reduced liquidity level has caused transaction costs to rise, which was more evident in sell spreads across our managed funds.

Government early super release COVID-19

Fri, 27 Mar 2020

The Australian Government has provided a stimulus package in response to the COVID-19 pandemic. Measures include income support for individuals, additional payments to support households and temporary limited access to your superannuation fund. Whilst superannuation is an investment which is usually only able to be accessed in retirement, the Government has recognised your superannuation may assist you through this time of uncertainty.

Share market volatility and COVID-19

Thu, 26 Mar 2020

The disruption to businesses, share markets and consumers globally from COVID-19 continues to evolve and is currently reflected in share market and investor confidence. In response, global central banks are lowering interest rates and governments are implementing various stimulus packages and preventative measures.

Market Update EOFY Special Newsletter Edition

Wed, 03 Jul 2019

The 2018/19 financial year ended with the Reserve Bank of Australia (RBA) lowering the cash rate by 25 basis points to 1.25 per cent. This cut did not come as a surprise. On 2 July 2019, RBA declared another 25 basis points cut and brought the cash rate down to historical low 1%. The two consecutive cuts were officially announced to boost employment and inflation, especially under the spill over effect of trade wars between U.S. and China and uncertainties surrounded around Brexit.

Sandhurst Strategic Income Fund assigned a SUPERIOR investment rating by Australia Ratings

Thu, 15 Feb 2018

Read the full investment rating report from Australia Ratings.

Notice of amendment to constitutions

Fri, 30 Jun 2017

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.

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

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.

For a list of Biller Codes and eligible managed funds please see our BPAY information page.

® Registered to BPAY Pty Ltd ABN 69 079 137 518

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 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 online or by telephoning us on 1800 634 969.

To find out more about the changes to privacy laws visit www.oaic.gov.au.

© Copyright 2020 Sandhurst Trustees