Bendigo Diversified Fixed Interest Fund

Designed to provide regular income and capital protection by investing via a selection of high quality Australian and international fixed interest managers.

Make an enquiry Apply now

Home
Personal
Investing
Managed Funds
Bendigo Diversified Fixed Interest Fund

Managed Funds

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

Learn more

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*

View latest Fund performance reports

View past Fund performance

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.

Individual application form

Entity application form

Latest performance reports

Education HUB article

View all articles

Looking down at table with man and woman talking

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.

Read article

Need to talk to us?

Enquire online

Send us an online enquiry if you have any questions.

Make an enquiry

Phone

Call us today between 8.30am to 5pm (AEST/AEDT)

1800 634 969

At a branch

Use our branch locator to search for a branch, agency or ATM near you.

Find a branch

Important links

View more help topics

Keeping my account secure

Financial difficulty assistance

Financial abuse

Closing my account

Things you should know

Target Market Determinations for products are available.

*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

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.