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Fund News

Sandhurst Strategic Income Fund (Class B Units), has been 'recommended' by Lonsec research - April 2018

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Sandhurst Strategic Income Fund assigned a SUPERIOR investment rating by Australia Ratings - February 2018

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Notice of amendment to constitutions

A new tax regime applying to managed investment schemes was enacted on 5 May 2016. We have recently amended a number of Sandhurst managed fund constitutions in order to facilitate the operation of a new tax regime.

The Sandhurst managed fund constitutions which have been updated are set out in the notice of amendment to constitutions. View this notice.

Sandhurst is excited to launch their new Online Application Form

Sandhurst has made it easier to start investing.
The Online Application Form encompasses the following managed funds:

  • Sandhurst Select Mortgage Fund
  • Sandhurst Cash Common Fund
  • Sandhurst Investment Term Fund
  • Sandhurst Strategic Income Fund * - Class A Units
  • Bendigo Socially Responsible Growth Fund
  • Sandhurst Conservative Fund
  • Sandhurst Balanced Fund
  • Sandhurst Growth Fund
  • Sandhurst Industrial Share Fund
  • Sandhurst Future Leaders Fund

* If you are a wholesale client as defined under the Corporations Act or have over $500,000 to invest in the Sandhurst Strategic Income Fund you will need to apply for Class B Units using our paper Application Form

BPAY® is now available

BPAY is a secure payment facility that enables you to make additional investments into the Sandhurst managed fund of your choice. Using BPAY means no paperwork; making it easier for you to make additional investments.
To make contributions using BPAY, you will need the following information which can be found on your Transaction Statements:

  • your BPAY Reference Number (a unique reference number used to identify your account when you make a deposit using BPAY)
  • the Biller Code for the managed fund you wish to invest in.

 

For a list of Biller Codes and eligible managed funds please click here

® Registered to BPAY Pty Ltd ABN 69 079 137 518

Your Personal Information

Sandhurst Trustees has reviewed and updated its privacy disclosure to comply with reforms to the Privacy Act 1988 (Cth) which were introduced on 12 March 2014. These reforms may impact the way we communicate with you and how your personal information is collected, used and disclosed.

We have always taken great care to protect your personal information and have improved some of the ways we do things so that we comply with the new laws and so that you can feel even more assured about the confidentiality and security of personal information you provide to us. Sandhurst's Privacy Disclosure Statement is available here. It provides important information in relation to how we collect, use and disclose your information when we provide you with a product or service. You can also access our Privacy Policy here or by telephoning us on 1800 634 969.

To find out more about the changes to privacy laws visit www.oaic.gov.au.