Find me a product
Sandhurst Trustees has a range of managed funds that may suit your needs including cash funds, income & mortgage funds, diversified funds, Australian share funds and international share funds.
Since 1888, Sandhurst has provided Australian families with financial services and estate management. Today, Sandhurst has funds under management of approximately $3.9 billion as at 31 December 2016.
Like Bendigo Bank, Sandhurst is committed to putting the needs of its customers first by delivering customer service, choice and flexibility.
With Sandhurst Trustees you can choose to invest over the short to long-term, with each fund providing different risk and return profiles.
You can find out more about these funds by obtaining a product disclosure statement at any Bendigo Bank branch, contacting a Bendigo financial planner or by calling Sandhurst Trustees on 1800 634 969.
If you haven’t already taken the risk profile questionnaire, please click here
Defensive/ Conservative Investor
Cash and income generating assets
Balanced portfolio across income and growth assets
|$500 Minimum investment|
|Sandhurst Conservative Fund||Sandhurst Balanced Fund||Sandhurst Growth Fund|
|$1,000 Minimum investment|
|Sandhurst Cash Common Fund|
|$2,000 Minimum investment|
|Sandhurst Strategic Income Fund (Class A Units)||
|Sandhurst Select Mortgage Fund|
|Sandhurst Investment Term Fund||Sandhurst Future Leaders Fund|
|$5,000 Minimum investment|
|Adelaide Cash Management Trust||Bendigo Socially Responsible Growth Fund
|Bendigo Global Share Fund|
|$25,000 Minimum investment|
|Bendigo Diversified Fixed Interest Fund|
|$50,000 Minimum investment|
|Sandhurst Strategic Income Fund (Class B Units)|
|Bendigo Defensive Wholesale Fund||Bendigo Balanced Index Fund||Bendigo Growth Index Fund|
|Bendigo Defensive Index Fund|
|Bendigo Conservative Wholesale Fund||Bendigo High Growth Index Fund|
|Bendigo Conservative Index Fund|
Of course, if you’d like to discuss your options and investment strategies, a Bendigo financial planner is available to help. You can make an appointment with your local Bendigo financial planner at your nearest Bendigo Bank branch.
Click here if you would like to make an appointment with a Bendigo financial planner.