A new era in managing investment portfolios

• Simple

• Flexible

• Transparent

Trinity³ is Bendigo Wealth’s investment platform offered to investors who wish to maximise their investment resources to achieve their future goals and want a single interface offering simplicity of investment placement and ready access to the status of their account and the underlying assets via the internet.

Trinity³ offers all the most popular asset types, such as managed funds, shares, fixed interest and cash deposits as well as newer forms of investing such as separately managed accounts. All these types of investments can be held in a single Trinity³ account and investor’s will receive detailed and summary performance and tax reporting across the entire account.

Together with your preferred financial adviser you can establish a portfolio of your choice in managed funds, ASX listed securities. You can also transfer existing managed funds and shares to your Trinity³ account without having to sell the assets first. This means you can avoid tax consequences that may be incurred by selling the assets first.

You also have access to a range of Model Portfolios of shares managed by professional investment managers. This method of investing enables a powerful combination of tailored tax outcomes and personalisation benefits that are synonymous with direct share ownership together with the investment expertise of professional investment managers whose sole function is to make the investment decisions for the Model Portfolio.

Trinity³ Market Outlook June Quarter 2012 - Click here to download