Designed to provide regular income and capital protection by investing via a selection of high quality Australian and international fixed interest managers.
Diversification with a twist
The Bendigo Diversified Fixed Interest Fund (Fund) gives you access to a blend of expert active and index managers so we can get the best out of your investment.
The Managed Fund product/s referenced on this page are issued by our wholly owned subsidiary Sandhurst Trustees Limited.
Minimum initial investment $25,000
Regular savings plan available
How it works
The Fund aims to provide investors with regular income and capital protection by investing via a selection of high quality Australian and international fixed interest managers.
This fund may be suited to the defensive component of an investment portfolio to provide protection against equity risk, as historically fixed interest has provided capital return in falling equity markets. The portfolio is strategically managed based on market opportunities and the style and skills of leading fixed interest managers from around the world.
- Minimum initial investment of $25,000
- Regular income with distributions paid quarterly
- Regular savings plan available
- Add to your investment at any time (minimum additional is $500 or $50 per month via a regular savings plan)
- Access to a diversified portfolio
Defensive or conservative
To invest in this style, you would have a low tolerance for losses and risks which naturally leads you to give up on a larger return that comes with higher-risk investments. This investment style often looks to fixed income products such as cash, loan funds and bond funds. Usually at least 60% of this portfolio would be in defensive assets.
Recommended investment timeframe
Recommended for at least a 3 year investment period.
View the Asset Manager Guide
Ready to apply?
If you would like some advice on this fund, investing in a managed fund or your situation and needs please complete our online enquiry form and one of our trained staff members will contact you.
Latest performance reports
Fund performance report March 2022pdf, 164 KB
Fund performance report February 2022pdf, 135 KB
Fund performance report January 2022pdf, 178 KB
Fund performance report December 2021pdf, 174 KB
Fund performance report November 2021pdf, 180 KB
Fund performance report October 2021pdf, 181 KB
Fund performance report September 2021pdf, 98 KB
Fund performance report August 2021pdf, 98 KB
Fund performance report July 2021pdf, 147 KB
Fund performance report June 2021pdf, 149 KB
Fund performance report May 2021pdf, 147 KB
Fund performance report April 2021pdf, 147 KB
Fund performance report March 2021pdf, 147 KB
Fund performance report February 2021pdf, 147 KB
Fund performance report January 2021pdf, 146 KB
Fund performance report December 2020pdf, 152 KB
Fund performance report November 2020pdf, 146 KB
Fund performance report October 2020pdf, 146 KB
Fund performance report September 2020pdf, 147 KB
Fund performance report August 2020pdf, 146 KB
Fund performance report July 2020pdf, 144 KB
Fund performance report June 2020pdf, 222 KB
Fund performance report May 2020pdf, 217 KB
Fund performance report April 2020pdf, 221 KB
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Why invest in a managed fund
A managed fund is a professionally managed investment portfolio that pools your money together with the money of multiple investors. An Investment Manager then buys and sells shares or other assets (property, cash, bonds etc) on your behalf.
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Things you should know
*Management costs are based on costs incurred by the Fund in the past financial year and may be different in the current and future financial years. Other fees and costs may apply. See the Product Disclosure Statement for full details.
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.