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Bank / Wealth / Trust

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Sandhurst Trustees

Sandhurst Trustees is a modern full service wealth manager offering managed funds, superannuation, commercial loans, access to funeral bonds, and the...

Overview

Sandhurst Trustees is a modern full service wealth manager offering managed funds, superannuation, commercial loans, access to funeral bonds, and the provision of corporate trustee and custodial services.

General information

Firm type

Bank / Wealth / Trust

Year founded

1888

Location

Region

Oceania

Country

Australia

City

Melbourne

Corporate office

Melbourne, Australia

Sector focus

Real EstatePrivate Credit

Frequently asked questions

What is the relationship between Sandhurst Trustees and Bendigo and Adelaide Bank?

Sandhurst Trustees is a wholly owned subsidiary of Bendigo and Adelaide Bank and sits inside the bank's wealth-management division. It operates as a separate licensed trustee and wealth-management entity, drawing on the bank's distribution network and branch footprint while maintaining its own product shelf.

What investment strategies does Sandhurst Trustees run internally?

The firm offers a range of managed funds spanning Australian equities, fixed income, property, and multi-asset portfolios. Sandhurst also originates commercial property loans directly to investors through its Sandhurst Commercial Loans product, targeting property acquisition and refinancing.

What is the minimum investment for a Sandhurst managed fund?

Investors can enter Sandhurst Trustees' managed funds with as little as A$1,000, according to the firm's website. This low minimum is designed for self-directed retail investors rather than institutional allocators.

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