Trinity3 appoints managers for index, actively managed and protected model portfolios

Ralton, UBS, Platypus and Bennelong selected as active investment managers for SMA portfolios

Bendigo and Adelaide Bank platformTrinity3 has revealed its investment manager line up for its separately managed account (SMA) model portfolios.

The index portfolios will be managed by Bendigo Bank subsidiary, Sandhurst Trustees. The actively managed portfolios will draw upon the capabilities of Ralton Asset Management, UBS, Platypus and Bennelong.

Trinity3 spokesperson, Gillian Carless, said that when it comes to selecting investment managers for model portfolios in separately managed accounts, the focus is absolutely on investment outcomes. “We wanted access to highly experienced investment managers, with impressive track records, operating in environments that we believe are conducive to producing the best possible investment outcomes,” she said.

“Some of the managers in our line-up have previously managed only large mandates, so we are really pleased to offer an outstanding combination of the highest calibre investment professionals backed by stellar organisations to investors with $25,000 to invest rather than $25 million.”

Ms Carless said; “The platform will deliver transacting efficiencies, customising portfolios, personalising tax outcomes, reporting and providing all the flexibility investors expect from a new generation platform.”

Selected managers and their capabilities

Sandhurst Trustees

Established in 1888 and with more than $2.5 billion in funds under management, Sandhurst Trustees provides a range of investment solutions managed by professionals including Sandhurst itself. The range of Index Model Portfolios available through Trinity³ provides passive exposure to Australian Equities. Sandhurst rebalances all Index Model Portfolios quarterly, or as advised by Standard and Poor’s.

Ralton Asset Management Limited

Ralton is a privately owned boutique Australian fund manager that offers its value investing capabilities exclusively through SMAs. Joint winner of the Standard & Poor’s Separately Managed Account Category 2009, Ralton’s proven investment approach has been designed to identify quality businesses that are trading at a considerable discount to valuation. Ralton is providing access to its High Yield Australian Shares, Small Companies, Leaders and Australian Shares capabilities.

UBS Global Asset Management

UBS is providing Trinity3 investors access to the UBS HALO (High Alpha Long Only), UBS HALO Continuously Protected, UBS Australian Small Companies and UBS Property Securities investment capabilities. For more than 140 years UBS has provided a comprehensive range of products and services individually tailored for wealthy clients around the world. This is achieved through their own professionally managed investments in combination with carefully selected third party managers.

Ms Carless said; “Because UBS looks after their own high net worth client base as well as manage their own investment funds, we feel confident about their focus on investment outcomes.”

Platypus Asset Management

Investors will also be given access to specialist active, high conviction Australian equity manager Platypus via its partner Australian Unity. Platypus made its mark managing mandates for institutional and high net worth investors. The investment strategy of the portfolio is to invest in quality ASX listed companies that are assessed as likely to provide investors with attractive long-term returns.

Bennelong Funds Management

Bennelong is boutique in size with the support of a strong, successful parent company. It maintains an overriding social objective to create a profitable business that supports longterm philanthropic activities and an entrepreneurial environment by providing asset management teams with the opportunity of equity ownership.

Ms Carless said Trinity3 has selected the Bennelong Ex-20 Australian Equities Fund as it readily complements an investor’s own blue-chip portfolio, or another of the Australian Equity models offered by Ralton, UBS, AUI Platypus or Sandhurst.

The companies within the portfolio will be selected primarily from, but not limited to, the S&P/ASX 300 Index excluding the S&P ASX 20 Leader’s Index. The Fund may invest in securities listed on other exchanges where such securities relate to ASX listed securities.

Trinity3 will release further details of available products and capabilities in the coming weeks.