When it comes to investing in managed funds there are a wide range of investment options to choose from - be it income assets, growth assets, or diversified funds that offer a combination of both. How do they work? Our Managed Funds Growth Guide explains in simple terms, some of the features and risks of managed funds and answers a range of commonly asked questions.
The right type of investment for you will depend on your investment objectives, timeframe and appetite for risk.
Through Sandhurst Trustees, Bendigo Wealth offers a range of managed funds to suit investment objectives and needs.
If you are unsure about what type of investor you are, take our Investor Profile Quiz. Of course, if you’d like more information about the products or want to discuss your investment options, make an appointment with a Bendigo Financial Planner today.
Cash Funds aim to provide stable cash based investments that generally deliver higher returns than standard savings accounts while aiming to provide secure interest income with stability and minimal risk. This is done by investing in a range of investment grade readily negotiable bank backed securities or bank deposits across a range of terms. Learn more about our cash funds
Income and Mortgage Funds
Income and mortgage funds aim to provide investors with regular and stable income, together with a high level of capital stability through investing in a range of first registered mortgages and residential mortgage-backed securities, supplemented by appropriately rated cash and short term investments including money-market and fixed income securities and cash deposits. Learn more about our income and mortgage 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
Financial advice is provided by Bendigo Financial Planning Limited, ABN 81 087 585 073 AFSL 237898, a division of the Bendigo and Adelaide Bank Group.