Commercial Loans - Sandhurst Trustees
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Sandhurst Balanced Fund

(Previously known as Bendigo Balanced Fund)

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Fund overview

The Fund predominantly invests in Bendigo Balanced Wholesale Fund and Bendigo Balanced Index Fund (the Underlying Investments) which are managed by a selection of high quality, leading active and index investment managers across a variety of asset classes in a manner that Sandhurst believes will meet the investment return objective.

Please refer to our current Investment Managers Guide for information on the investment managers used.

Key Features

Minimum initial investment $500
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* 1.550% 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