Sandhurst Trustees offers a range of managed funds to suit a variety of investment objectives and needs.
If you are unsure about what type of investor you are, take our quiz.
Cash Funds aim to provide stable cash based investments that generally deliver higher returns than standard savings accounts while aiming to provide secure interest income with stability and minimal risk. This is done by investing in a range of investment grade readily negotiable bank backed securities or bank deposits across a range of terms.
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 fixed interest securities.
Socially Responsible investing
- Do you want an investment that focuses on making positive social, environmental and ethical investment decisions?
- Are you looking to make Socially Responsible investment choices?
- Are you seeking both financial returns and social good?
A diversified fund gives diversification in each sector of the market such as shares, property and fixed interest. Sandhurst’s diversified funds also allow you to choose from a range of risk profiles, from defensive to high growth.
Australian Share Funds
An Australian share fund provides an investor access to the Australian sharemarket by investing in a portfolio of ASX listed shares actively managed by a team of expert investment managers. The funds provide increased diversification by spreading your investment across a variety of sectors and companies.
International Share Funds
An International share fund provides an investor access to international sharemarkets by investing in a diversified portfolio of quality global companies from around the world.