Commercial Loans - Sandhurst Trustees
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Sandhurst IML Industrial Share Fund

Fund overview

The Sandhurst IML Industrial Share Fund (Fund) aims to deliver investment returns before fees above  the S&P/ASX 300 Industrial Accumulation Index on a rolling four year basis.

The Fund expects to invest predominantly in the Sandhurst Industrial Share Fund for which Investors Mutual Limited (IML) is currently the investment manager. To the extent that the Fund does so, it will be exposed to a diversified portfolio of quality ASX listed industrial shares (excluding resource shares) where these assets are identified by IML as being undervalued.

Sandhurst manages the cash and short-term securities component of the Fund.

Key Features

Minimum initial investment

$50,000

Minimum additional investment $100 or a minimum of $50 per month via the regular savings plan
Management Costs* 0.95% p.a.
Distributions

30 June, and 31 December

Distributions are normally paid within 2 months of these calculation dates


*Refer to the 'Fees and costs' section of the Product Disclosure Statement.

Investment timeframe

Recommended for at least a 5 year investment period.

Risk profile

High

To find out more


Apply now

 

The information on this page is a summary only. For the Application Form and for further information please refer to the Product Disclosure Statement, applicable PDS updates and Reference Guide which are available at our website www.sandhursttrustees.com.au/pds or alternatively please contact our Customer Service Team on 1800 634 969.

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