Commercial Loans - Sandhurst Trustees
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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.

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* 1.86% 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 and to any PDS updates if relevant.

Recommended minimum investment timeframe

Recommended for at least a 5 year investment period.

Risk profile

HIGH

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