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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 provision...
Sandhurst Trustees
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
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Melbourne
Corporate office
Melbourne, Australia
Sector focus
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.
Does Sandhurst Trustees operate as a family office?
No. Despite its 1888 trustee-company origins, Sandhurst Trustees functions as a retail wealth manager and commercial lender. Its ownership by Bendigo and Adelaide Bank places it firmly in the institutional asset-manager and wealth-administration category.
Who runs Sandhurst Trustees?
Sandhurst Trustees has not publicly identified a standalone CEO or CIO on its primary website or LinkedIn presence. Leadership typically rolls up through Bendigo and Adelaide Bank's wealth division, and no named investment-committee members or portfolio managers are currently disclosed on the firm's digital properties.
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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