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Managed funds

We offer a choice of funds, tailored to suit different investment styles.  

New to investing? Let's break down investment styles.

Understanding what investing means to you will help determine the right fund for your goal. To make this easy, we've broken down investment styles into three types.

Not sure what your investment style is? Our Investment Style Selector can assist with this. 

The Managed Fund product/s referenced on this page are issued by our wholly owned subsidiary Sandhurst Trustees Limited.

What is a managed fund?

Put simply, it’s a professional managed investment portfolio where your money is pooled together with other investors to buy and sell assets on your behalf. This video helps provide more information.

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You've got a goal? A managed fund can help you reach it.

Cash and Income funds

Funds that invest across a range of asset classes but with a significant portion in defensive assets such as fixed interest investments and cash. These types of funds aim to provide regular income.

Risk - Low to Medium

Income - Moderate

Minimum initial investment amount - $1,000 - $2,000

Diversified funds

A diversified fund provides a diversified investment across varying market sectors including shares, property and fixed interest. It lowers overall risk because generally some asset classes will perform relatively better than others in varying market conditions.

Risk - Medium to High

Income - Moderate with capital growth

Minimum initial investment amount - $500

Share funds

An Australian share fund provides an investor access to the Australian share market by investing in a portfolio of ASX listed shares actively managed by a team of expert investment managers.

Risk - High

Income - High

Minimum initial investment amount - $2,000 - $50,000

Socially responsible funds

Socially responsible investing is about considering factors that are important to you when deciding where to invest your money. These might be environmental, social, corporate governance and/or ethical factors, in addition to financial return.

Risk - Medium to High

Income - High

Minimum initial investment amount - $5,000

Our socially responsible fund

Not sure where to start?

Our Education HUB has information on where to start with Managed Funds, explaining risk vs return and other investing fundamentals. If you're not sure where to start, start here.

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Things you should know

Sandhurst Trustees

Sandhurst Trustees Limited ABN 16 004 030 737 AFSL 237906 (Sandhurst) is a wholly owned subsidiary of Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879. Sandhurst is the responsible entity and issuer of the managed funds available on this website. Additionally, Sandhurst is the issuer of commercial lending products and the provider of traditional trustee services available on this website. Each of these companies receives remuneration on the issue of the product or service they provide. Investments in these products are not deposits with, guaranteed by, or liabilities of Bendigo and Adelaide Bank nor any of its related entities, and are subject to normal investment risk, including possible delays in repayment and loss of income and capital invested.

Information on the website is jointly prepared by Sandhurst and Bendigo and Adelaide Bank and subject to change without notice. Advice in relation to managed funds and commercial lending products is provided by Sandhurst. The information contains general advice only and does not take into account your personal objectives, situation or needs. Before making an investment decision in relation to these products you should consider your situation and read the relevant Product Disclosure Statement available on this site.

The information is given in good faith and has been derived from sources believed to be accurate at its issue date. Neither Sandhurst nor the Bendigo and Adelaide Bank give any warranty for the reliability or accuracy or accept any responsibility arising in any way, including by reason of negligence for errors or omissions for the information contained on this website. Neither Sandhurst nor the Bendigo and Adelaide Bank has an obligation to update, modify or amend this website or notify you in the event that a matter of opinion or projection stated changes or subsequently becomes inaccurate.

Neither Sandhurst nor Bendigo and Adelaide Bank is responsible for the content of any other site accessed via this site. That information is the responsibility of the site owner. Links to other sites are provided for convenience only and do not represent any endorsement by Sandhurst or the Bendigo and Adelaide Bank of the products and services offered by the site owner.

*Based on new applications received between 1July 22 – Aug 23.

Bendigo and Adelaide Bank acknowledges Aboriginal and Torres Strait Islander peoples as the First Peoples of this nation and the Traditional Custodians of the land where we live, learn and work. We pay our respects to Elders past and present as it is their knowledge and experience that holds the key to the success of future generations.

Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL / Australian Credit Licence 237879. Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Please read the applicable Disclosure Documents before acquiring any product described on this website. Please also review our Financial Services Guide (FSG) before accessing information on this website. Information on this page can change without notice to you.

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