YHD - Delayed Quote AUD

Sandhurst Bendigo Growth Fund (9235.AX)

0.9500 +0.0100 (+1.06%)
At close: June 28 at 6:07:38 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return 18.80%
Worst 1Y Total Return -27.53%
Best 3Y Total Return 18.80%
Worst 3Y Total Return -4.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
9235.AX
Category
YTD
-1.21%
2.34%
1-Month
1.10%
1.53%
3-Month
1.85%
2.34%
1-Year
-1.29%
10.76%
3-Year
7.29%
6.69%
5-Year
7.59%
8.95%
10-Year
3.54%
3.67%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
9235.AX
Category
2016
--
--
2015
5.92%
3.81%
2014
8.67%
7.76%
2013
18.80%
17.56%
2012
15.72%
13.88%
2011
-6.20%
-4.10%
2010
1.19%
2.68%
2009
17.44%
17.93%

2008
-27.53%
-25.62%
2007
3.83%
5.42%
2006
15.72%
14.55%
2005
13.08%
14.98%
2004
17.74%
16.63%
2003
11.37%
8.21%
2002
--
-8.34%

Past Quarterly Returns

YearQ1Q2Q3Q4
2016 -2.29% -- -- --
2015 6.52% -3.17% -1.16% 3.90%
2014 0.42% 2.26% 1.92% 3.83%
2013 6.03% 1.29% 5.96% 4.40%
2012 7.56% -2.74% 6.29% 4.07%
2011 2.12% -2.42% -7.50% 1.77%
2010 0.57% -5.05% 3.62% 2.26%
2009 -5.15% 6.64% 13.67% 2.15%
2008 -10.86% -5.28% -2.48% -12.00%
2007 2.42% 2.82% 1.50% -2.86%

2006 6.01% -1.73% 4.11% 6.70%
2005 0.80% 2.16% 5.43% 4.15%
2004 3.84% 3.78% 2.25% 6.85%
2003 -3.19% 5.91% 4.73% 3.71%
2002 -5.93% 2.14% -- --

Rank in Category (By Total Return)

YTD 79
1-Month 85
3-Month 69
1-Year 31
3-Year 38
5-Year 35

Load Adjusted Returns

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Multisector Growth
Fund Family Bendigo and Adelaide Bank Limited
Net Assets 3.85M
YTD Return -1.21%
Yield 4.87%
Morningstar Rating
Inception Date Jun 06, 2002

Fund Summary

To invest in Bendigo Growth Wholesale Fund which invests via a selection of high quality investment managers that specialise in managing specific asset classes and across a variety of asset classes constructing the investment portfolio in a manner that Sandhurst believes will meet the investment return objective.

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