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Managed Funds

Through Sandhurst Trustees, Bendigo Wealth offers a range of managed funds to suit the investment objectives and needs of your clients.


Cash Funds


Income & Mortgage Funds


Our income and mortgage funds aim to provide investors with regular income and capital stability by investing in a range of first registered mortgages and residential mortgage-backed securities, supplemented by appropriately rated cash and short term investments including short-dated bank backed money market and fixed income securities and cash deposits.

Learn more about our income & mortgage funds


Diversified Funds


A diversified fund gives diversification in each sector of the market such as shares, property and fixed interest. Sandhurst’s diversified funds also allows clients to choose from a range of risk profiles, from defensive to high growth

Learn more about our diversified funds


Australian Share Funds


An Australian share fund provides an investor access to the Australian sharemarket by investing in a portfolio of ASX listed shares actively managed by a team of expert investment managers. The funds provide increased diversification by spreading the investments across a variety of sectors and companies

 Learn more about our Australian share funds


International Share Funds


An International share fund provides an investor access to international sharemarkets by investing in a diversified portfolio of quality global companies from around the world

Learn more about our international share funds

 

For more information on the investment options we offer, please contact your Business Development Manager.

 

 

 

Managed Funds Watermark

 

 

 

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