Bendigo and Adelaide Bank platform Trinity3 has appointed the underlying Australian equity managers for its separately managed account (SMA) model portfolios.
The bank has appointed boutique fund manager Ralton Asset Management, UBS Global Asset Management, Platypus Asset Management and Bennelong Funds Management.
The bank has also appointed its subsidiary, Sandhurst Trustees, to manage the index portfolios on the platform.
"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," Bendigo and Adelaide Bank head of partner management Gillian Carless said.
Ralton will provide access to its High Yield Australian Shares, Small Companies, Leaders and Australian Shares capabilities.
Investors will also have access to the UBS High Alpha Long Only (HALO), UBS HALO Continuously Protected, UBS Australian Small Companies and UBS Property Securities investment strategies.
"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," Carless said.
Australian Unity-affiliated Platypus manages a high-conviction Australian equities portfolio, while Bennelong will offer its Ex-20 Australian Equities strategy to investors on the platform.
The Trinity3 platform was launched at the end of last year and will give access to SMAs and cash products.
The bank will release further details of available products and the capabilities of the platform in the coming weeks.
