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Sandhurst Industrial Share Fund

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Fund overview

The Sandhurst Industrial Share Fund (Fund) aims to deliver income and capital growth, over the long term.

Sandhurst Trustees aims to create wealth for investors by providing investment opportunities that are managed by a professional investment manager.

The Fund is an 'active' fund, meaning that the investment manager selects assets based on changing market conditions, with the aim of achieving the Fund's investment return objective.

Sandhurst has selected Investors Mutual Limited as an investment manager to manage the Fund’s Australian industrial share assets.

Investment strategy

To invest in a diversified portfolio of quality ASX listed industrial shares (excluding resource shares) where the assets are identified by IML as being undervalued.

Asset allocation

The target asset allocations for the Fund are detailed below:

Asset class Ranges
Australian shares (industrial) 80-100%
Cash and short term securities 0-20%

The strategic asset class allocation provides an indication of the intended holdings and actual holdings may be higher or lower.
While the assets of the Fund are predominantly invested in listed shares, up to 10% of its assets may be invested in unlisted shares, where these shares are expected to list on the ASX within 12 months of making the investment.  

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Key Features

Minimum initial investment $2,000
If you have more than $50,000 to invest click here
Minimum additional investment $100 or a minimum of $50 per month via the regular savings plan
Management costs* 2.06% p.a.
Income distributions

Half yearly as at 30 June and 31 December and normally paid within 2 months

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

Why choose the Sandhurst Industrial Share Fund

The Fund may be suitable for investors looking for:

  • a diversified Australian industrial share portfolio managed by IML as the investment expert; and
  • access to high growth assets with the potential for long term growth;
  • a fund that aims to deliver investment returns before fees above the S&P/ASX 300 Industrial Accumulation Index on a rolling four year basis.

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Recommended minimum investment timeframe

Recommended for at least a 5 year investment period.

Risk profile

HIGH

To find out more

The information on this page is a summary only. For further information, please refer to the Product Disclosure Statement (PDS), 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 or visit any Bendigo Bank branch.

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