Commercial Loans - Sandhurst Trustees
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Sandhurst Strategic Income Fund

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Fund overview

The Sandhurst Strategic Income Fund (Fund) aims to provide investors with regular income and may offer higher returns with a lower level of risk

The Fund aims to deliver income returns that outperform the Bloomberg AusBond Bank Bill Index (after fees) over any 2 year period by investing in a diversified portfolio of domestic interest bearing securities across a range of maturities.

Multi- Class Pricing

The Fund offers more than one class of unit. The term used to describe this type of offering is called “multi-class pricing”. Both units are ranked equally on a return of capital basis and have the same investment portfolio.

Class A Units

An investor who applies directly for units in the Fund is defined as a Direct Investor and is issued with Class A units.

Class B Units

An investor who applies for units in the Fund through a platform is defined as a Platform Investor and is issued with Class B units. Sandhurst may, at its discretion, and when certain conditions are met, offer Direct Investors the opportunity to invest directly in Class B units. Further details of when this may occur can be found in the PDS.

Recommended Investment timeframe

  • Recommended for at least a 2 year investment period.

Risk Profile

  • Low

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Rating reports

Any rating is only one factor to consider when deciding to invest.

Australia Ratings

Australia Ratings

Australia Ratings has assigned a SUPERIOR investment rating to the Fund with a BLUE product complexity indicator designating the Fund as a Relatively Simple Product. A rating of SUPERIOR implies the highest level of confidence that the Fund can deliver a risk adjusted return in line with its investment objectives. Designation as a Relatively Simple Product indicates that the investment manager will seek to outperform their chosen mainstream market sector. Australia Ratings' opinion is that the investment managers' investment process is robust and benefits from the experienced management team*

Australia Ratings is the only domestic rating agency that can issue investment ratings to financial products offered to both retail and wholesale investors in Australia. To access this report please click here.

Lonsec Rating Report**

Lonsec restricts this ratings report to the professional use of financial advisers only.

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* A rating is not a recommendation to invest, retain or redeem units in the Fund. The rating may be subject to change or withdrawal at any time. A copy of Australia Ratings Financial Services Guide can be found at www.australiaratings.com/fsg..

**The Lonsec Rating (assigned April 2019) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Sandhurst Trustees Limited product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to Lonsec’s website at: www.lonsecresearch.com.au/research-solutions/our-ratings.

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