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
Quarterly distributions
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.
Features
- 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.
Risk Profile
Low-Medium
View the Asset Manager Guide
Rates and fees*
No entry or exit fees
No fees for additional contributions
Management Cost 0.52% p.a. of the net asset value of the Fund*
Ready to apply?
You can apply for the Fund by completing and returning the Individual or Entity application form.
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.
Related documents
The information on this page is a summary only. For further information please refer to the following documents
Latest performance reports
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Fund performance report January 2021pdf, 146 KB
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Fund performance report December 2020pdf, 152 KB
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Fund performance report November 2020pdf, 146 KB
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Fund performance report October 2020pdf, 146 KB
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Fund performance report September 2020pdf, 147 KB
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Fund performance report August 2020pdf, 146 KB
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Fund performance report July 2020pdf, 144 KB
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Fund performance report June 2020pdf, 222 KB
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Fund performance report May 2020pdf, 217 KB
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Fund performance report April 2020pdf, 221 KB
Education HUB article
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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.
Need to talk to us?
Enquire online
Send us an online enquiry if you have any questions.
Phone
Call us today between 8.30am to 5pm (AEST)
At a branch
View our Coronavirus page for important information about visiting our branches.
Additional information
*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 disclaimer
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. Each of these companies receive remuneration on the issue of the product or service they provide. Sandhurst is the responsible entity and issuer of the managed funds available on this website, and is also the trustee and issuer of the Bendigo superannuation products. Investments in these products are not deposits with, guaranteed by, or liabilities of Bendigo and Adelaide Bank and are subject to normal investment risk, including possible delays in repayment and loss of income and capital invested. Before making an investment decision in relation to one of these products you should consider your situation and read the relevant Product Disclosure Statement available on this site.
Sandhurst is the issuer of the commercial lending products and the provider of any traditional trustee services available on this website. The Bendigo Funeral Bond (“the Bond”) is an investment product issued by Australian Friendly Society Limited (“the Society”), ABN 29 087 648 851 AFSL 247028, with benefits provided by the Society’s Funeral Benefit Fund established under Schedule 1, Rule E of its constitution and administered by Sandhurst. The Travel Protection Plan is issued by AIA Australia Limited ABN 79 004 837 861 AFSL 230043. The Society is associated with the Bank and its related entities. Neither the Bank nor any of its related entities guarantee the repayment of capital invested or the investment performance of the Bond. Information is correct at the date of this document and is subject to change.
The content on this website has been jointly prepared by Sandhurst and Bendigo and Adelaide Bank and contains general advice only. Advice in relation to superannuation and managed investment schemes is provided by Sandhurst and advice in relation to life risk insurance is provided by Bendigo and Adelaide Bank. It is provided as general information and must not be relied upon as a substitute for financial planning, legal, tax or other professional advice. 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. The information contained on this website is subject to change without notice. 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 offered by the site owner.
Refer to the Bendigo and Adelaide Bank terms of use for information that governs this website.
