General Information

Bendigo Socially Responsible Growth
Sandhurst Trustees Limited
STL0055AU
Multisector Growth
Not Rated
Investment Fund
21 Sep 2016
$5.06 million (as at 31 May 2017)
$1.04686 (as at 30 Jun 2017)
$1.04164 (as at 30 Jun 2017)

Fund performance (30 Jun 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 -2.47 -0.63 1.47 - - - - -
Growth return -2.47 -0.63 1.47 - - - - -
Income return 0 0 0 - - - - -

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -1.2 0.66 2.74 8.37 6.16 8.08 11.56 4.72
Your data is being crunched

Fund Performance Comparison

This fund is benchmarked against the {{ selectedModel.benchmark.name }} index.

This fund's fees are: {{ mer | percentage:2 }}

Returns {{ fund.name }} Peers Benchmark {{ selectedModel.name }} Peers Fees InvestSMART's Fees
1 Month {{ fund.returns.return1Month | percentage:2 }} {{ selectedModel.benchmark.peers.returns.return1Month | percentage:2 }} {{ selectedModel.benchmark.index.returns.return1Month | percentage:2 }} {{ selectedModel.stats.returns.return1Month | percentage:2 }} {{ selectedModel.benchmark.peers.mer | percentage:2 }} {{ selectedModel.stats.mer | percentage:2 }}
3 Months {{ fund.returns.return3Month | percentage:2 }} {{ selectedModel.benchmark.peers.returns.return3Month | percentage:2 }} {{ selectedModel.benchmark.index.returns.return3Month | percentage:2 }} {{ selectedModel.stats.returns.return3Month | percentage:2 }} {{ selectedModel.benchmark.peers.mer | percentage:2 }} {{ selectedModel.stats.mer | percentage:2 }}
6 Months {{ fund.returns.return6Month | percentage:2 }} {{ selectedModel.benchmark.peers.returns.return6Month | percentage:2 }} {{ selectedModel.benchmark.index.returns.return6Month | percentage:2 }} {{ selectedModel.stats.returns.return6Month | percentage:2 }} {{ selectedModel.benchmark.peers.mer | percentage:2 }} {{ selectedModel.stats.mer | percentage:2 }}
1 Year {{ fund.returns.return1Year | percentage:2 }} {{ selectedModel.benchmark.peers.returns.return1Year | percentage:2 }} {{ selectedModel.benchmark.index.returns.return1Year | percentage:2 }} {{ selectedModel.stats.returns.return1Year | percentage:2 }} {{ selectedModel.benchmark.peers.mer | percentage:2 }} {{ selectedModel.stats.mer | percentage:2 }}
3 Years {{ fund.returns.return3Year | percentage:2 }} {{ selectedModel.benchmark.peers.returns.return3Year | percentage:2 }} {{ selectedModel.benchmark.index.returns.return3Year | percentage:2 }} {{ selectedModel.stats.returns.return3Year | percentage:2 }} {{ selectedModel.benchmark.peers.mer | percentage:2 }} {{ selectedModel.stats.mer | percentage:2 }}
5 Years {{ fund.returns.return5Year | percentage:2 }} {{ selectedModel.benchmark.peers.returns.return5Year | percentage:2 }} {{ selectedModel.benchmark.index.returns.return5Year | percentage:2 }} {{ selectedModel.stats.returns.return5Year | percentage:2 }} {{ selectedModel.benchmark.peers.mer | percentage:2 }} {{ selectedModel.stats.mer | percentage:2 }}
10 Years {{ fund.returns.return10Year | percentage:2 }} {{ selectedModel.benchmark.peers.returns.return10Year | percentage:2 }} {{ selectedModel.benchmark.index.returns.return10Year | percentage:2 }} {{ selectedModel.stats.returns.return10Year | percentage:2 }} {{ selectedModel.benchmark.peers.mer | percentage:2 }} {{ selectedModel.stats.mer | percentage:2 }}

Relative Fund Performance

Asset Allocation (30 Jun 2017)

Australian Equities 35.42%
International Equities 32.73%
Cash 8.47%
Property 8.93%
Fixed Interest 14.45%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The fund seeks 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 high quality investment managers that specialize in managing specific asset classes which take into account ESG considerations in the selection, retention or realization of investments relating to the Fund. Sandhurst will select investment managers to invest the Fund's assets across a variety of asset classes constructing the investment portfolio in a manner that Sandhurst believes will meet the investment return objective.

Offer information

Minimum initial investment $5,000.00
Minimum additional investments $500.00
Minimum redemption amount $1,000.00

© 2017 Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.