Commercial Loans - Sandhurst Trustees
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Bendigo Balanced Wholesale Fund

Fund overview

The Bendigo Balanced Wholesale Fund (Fund) is a registered managed investment scheme whereby your money is pooled together with other investors' money with the aim to create wealth by investing in investment markets via a selection of quality investment managers.

Sandhurst uses a predominately active approach, meaning it identifies, monitors and allocates amounts between specialist investment managers who buy and sell assets based on changing market conditions.

Sandhurst will select investment managers to invest the Fund’s assets across a variety of asset classes constructing the investment portfolio in a manner that it believes will meet the investment return objective.

For further information on the investment managers and the asset classes they manage please refer to the Reference Guide, or our Investment Manager Guide

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* 0.884% 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

Recommended minimum investment timeframe

Recommended for at least a 4 year investment period.

Risk profile

MEDIUM

To find out more