Income & Mortgage funds
What are Income & Mortgage funds?
Income and mortgage funds aim to provide investors with regular and stable income together with capital stability. Mortgage funds achieve this by investing in a range of first registered mortgages and residential mortgage-backed securities. These investments are supplemented by appropriately rated cash and short term investments including short-dated authorised deposit taking institution (ADI) backed securities and fixed income securities and cash deposits. Alternatively Income funds will predominately invest in a diversified portfolio of fxed interest securities.
Sandhurst Select Mortgage Fund
The objective of the Sandhurst Select Mortgage Fund is to provide investors with regular income and capital stability by investing in a broad selection of mortgage assets and other securities.
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Sandhurst Investment Term Fund
The objective of the Sandhurst Investment Term Fund (previously known as Sandhurst Investment Common Fund) is to provide investors with regular income, capital stability and a choice of investment terms and rates by investing in a broad selection of mortgage assets and other securities.
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Sandhurst Strategic Income Fund
The Sandhurst Strategic Income Fund (Income Fund) is designed to provide regular income and returns higher than traditional cash investments by strategically managing its portfolio in varying market and economic conditions. The Income Fund’s objective is to outperform the performance benchmark (after fees) over any two year period.
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Bendigo Diversified Fixed Interest Fund
The Bendigo Diversified Fixed Interest 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.
Find out more information about Bendigo Diversified Fixed Interest Fund.