General Information

Bendigo Growth Index (Wholesale)
Sandhurst Trustees Limited
STL0034AU
Multisector Growth
starstarstarstarstar (as at 31 Mar 2017)
Investment Fund
30 Sep 2011
$216.24 million (as at 31 Mar 2017)
$1.49643 (as at 19 Apr 2017)
$1.49344 (as at 19 Apr 2017)

Fund performance (31 Mar 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 1.81 2.3 5.95 12.74 4.88 8.48 11.34 -
Growth return 1.81 2.3 4.43 6.35 -2 2.24 5.87 -
Income return 0 0 1.52 6.39 6.88 6.24 5.47 -

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 1.68 2.06 5.16 11.78 4.34 8.73 11.12 4.94
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (31 Mar 2017)

Australian Equities 34%
International Equities 36.30%
Cash 7.10%
Property 8.90%
Fixed Interest 13.70%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To deliver investment returns after fees in excess of 4% above inflation over a full market cycle (typically 7 to 10 years). Inflation is measured by the Australian Consumer Price Index as published by the Australian Bureau of Statistics.
The fund seeks to invest via a selection of index funds that seek to track the performance of selected benchmarks for each asset class. Sandhurst will select an investment manager 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.

Offer information

Indirect Cost Ratio (ICR) 0.45% (as at 30 Sep 2016)
Minimum initial investment $50,000
Minimum additional investments $500.00
Minimum redemption amount $1,000.00

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