Commercial Loans - Sandhurst Trustees
  • Search:  

Bendigo Global Share Fund

Fund overview

The Bendigo Global Share Fund (Fund) is intended to suit an investor primarily seeking long-term capital growth with moderate income from a diversified portfolio of international shares. The Fund aims to outperform the MSCI World ex Australia 50% hedged to AUD Index# (before fees) over the long term (typically 5 to 7 years).

Note: the benchmark is not a guarantee of Fund performance.

# The index is a custom rather than standard index and MSCI does not express any opinion about Sandhurst or the Fund.

This Fund aims to invest via a selection of high quality Australian and international investment managers that employ a range of management styles that include active and index management, and who specialise in managing portfolios of international shares (which may include Australia), constructing the investment portfolio in a manner that Sandhurst believes will meet the investment return objective.

Key Features

Minimum initial investment $5,000
Minimum additional investment $100 or a minimum of $50 per month via the regular savings plan
Management costs* 0.95% 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.

Return to top

Risk profile

HIGH

To find out more

 

Return to top