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Sandhurst managed funds application form

You can use this Online Application to apply for the following Funds:
  • Sandhurst Cash Common Fund (ARSN 090 908 400)
  • Sandhurst Select 90 Fund (ARSN 090 909 069)
  • Sandhurst Investment Term Fund (ARSN 090 908 660)
  • Sandhurst Strategic Income Fund (ARSN 151 201 106) # - Class A Units
  • Bendigo Socially Responsible Growth Fund (ARSN 613 933 430)
  • Sandhurst Conservative Fund (ARSN 100 172 665)
  • Sandhurst Balanced Fund (ARSN 100 172 718)
  • Sandhurst Growth Fund (ARSN 100 172 736)
  • Sandhurst Industrial Share Fund (ARSN 090 472 325)
  • Bendigo Defensive Index Fund (ARSN 152 963 801)
  • Bendigo Conservative Index Fund (ARSN 152 963 641)
  • Bendigo Balanced Index Fund (ARSN 152 963 669)
  • Bendigo Growth Index Fund (ARSN 152 963 687)
  • Bendigo High Growth Index Fund (ARSN 152 963 721)
  • Bendigo Defensive Wholesale Fund (ARSN 152 963 749)
  • Bendigo Conservative Wholesale Fund (ARSN 100 445 609)
  • Bendigo Balanced Wholesale Fund (ARSN 100 445 341)
  • Bendigo Growth Wholesale Fund (ARSN 100 445 476)
  • Bendigo High Growth Wholesale Fund (ARSN 152 963 767)

Before you start

What you'll need

To complete your application online you’ll need:

  • your medicare card, driver’s licence or a valid passport

You'll also need to have read:

Check your eligibility

To apply you must be:

  • An individual or joint applicant*
  • Over 18 years old^
  • Be applying for a fund listed above
What happens next?
  • It will take you about 10 to 20 minutes to complete this form
  • We will contact you as soon as possible to go over your application with you
  • If you have any questions, call us on 1800 634 969

# 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.

* All company, SMSF, Trust and other applicant types, including accounts intending to be established under Power of Attorney, must be completed using our paper based Entities Application Form, available from our forms page.

^ If you are under 18 years of age you cannot complete this form online. (Adults can invest on behalf of minors by adding an optional account title in the Investment Details section e.g. ITF [name of minor])

This Online Application Form accompanies each Product Disclosure Statement (PDS) for each managed fund listed above (the Fund/s) and is for applying for interests in the Fund/s selected. Please ensure you have reviewed and understood the relevant PDS which is current at the time of submitting the application form. It is important that you consider the relevant PDS in its entirety, including any other important information that forms part of the PDS, before making an investment. Sandhurst Trustees Limited (ABN 16 004 030 737, AFSL 237906) ('Sandhurst', 'us' or 'our') is the responsible entity and issuer of each of the Fund/s listed above. Applications from outside Australia will not be accepted, as the offer made in the relevant PDS is only available to persons receiving the PDS (electronically or otherwise) within Australia.

Bendigo and Adelaide Bank acknowledges Aboriginal and Torres Strait Islander peoples as the First Peoples of this nation and the Traditional Custodians of the land where we live, learn and work. We pay our respects to Elders past and present as it is their knowledge and experience that holds the key to the success of future generations.

ABN 16 004 030 737 | AFSL 237906
© Copyright 2024 Sandhurst Trustees