When it comes to investing in managed funds there are a wide range of investment funds to choose from - be it income and mortgage funds, growth funds, or diversified funds that offer a combination of both.
The right type of investment for you will depend on your investment objectives, timeframe and appetite for risk.
Managed Funds
Through Sandhurst Trustees, Bendigo Wealth offers a range of managed funds to suit your investment objectives and needs.
Cash Funds
Our cash funds aim to provide investors with low risk investments that exhibit capital stability, provide regular income and competitive returns. This is done by investing in a range of investment grade readily negotiable short-dated bank backed money market securities or bank deposits across a range of terms.
Learn more about our 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
Sandhurst Income fund PDS
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 allow you 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 your investment 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
Bendigo Wealth offers a range of solutions for your investment needs. For more information contact us or a Bendigo Financial Planner today.