Press

We are deeply saddened to share the news of the passing of Mamak Shahbazi, who served as President, Director, and Global Head of Marketing of Colchester from 2001 to 2019. A founding member of Colchester Global Investors, under her leadership, the firm’s global coverage grew meaningfully touching clients all over the world. Mamak earned her Bachelor of Science degree in Chemical Engineering from the University of Maryland in the US. Her expertise in engineering lent itself well to fixed income management and made her a uniquely effective advisor to institutional investors. Mamak’s drive to deliver the best possible outcomes for clients was a hallmark of her professional life.

Colchester Global Investors would like to thank RankiaPro for their interview with Analia Giachino, Head of Distribution for Israel, Iberia & Latam. In the interview, Analia shares her personal experience in the financial industry and discusses how investors can position themselves in the volatile environment we are facing in global markets.

Colchester is proud to be a part of the Ascor project which is expected to provide a framework of reporting and measurement that recognises the different development statuses and funding needs of governments. Ascor is expected to identify an initial set of metrics and indicators by the fourth quarter of this year, through its engagement with sovereigns.

It is widely acknowledged that climate transition is not only an environmental imperative, but also increasingly an economic one. As sovereign bond investors, we need to be cognisant of these risks and incorporate them into our investment analysis, recognising that climate-related risks are significant as are the costs to transition to a low-carbon, more sustainable future. Colchester Global Investors is pleased to highlight “Transition Costs and Risks for Sovereigns” to Funds Society.

Jean Lee, Investment Officer at Colchester Global Investors, discusses ESG Sovereign Engagement for Funds Society and describes the integration of the E,S,G with practical examples.

The 100 Top-Rated funds have been selected on the basis that they have a “Top Rating” from at least one of three widely respected research houses in Australia – Lonsec, Zenith & Morningstar.

Local currency and hard currency emerging market government bonds have partially recovered since the lows of the COVID-19 crisis, but Colchester Global Investors believes there is still value to be found. Colchester has been holding a number of conferences on Emerging Market sovereign debt to give investors a better understanding of the key differences between hard currency and local currency denominated debt. The response from investors has been heartening and we share with you some of the key questions investors have been deliberating.

Colchester Global Investors has appointed Monica Hood as a business development manager. She comes from Centuria Capital where she spent the last two years as a relationship manager.

It was confirmed on Wednesday that Monica Hood will step into the role, joining the global sovereign bond manager from Centuria Capital.

"Colchester is delighted to have worked closely with FTSE Russell on the design and launch of its FTSE Frontier Emerging Markets Government Bond Index Series."

Sovereign bond specialist Colchester Global Investors is very excited to partner with IIS to bring the Colchester Global Government Bond PIE Fund to the New Zealand market.

Implemented Investment Solutions Ltd is the issuer and manager of the Colchester Investment Funds Scheme. For a Product Disclosure Statement please visit iisolutions.co.nz/colchester. Past performance is not indicative of future performance. Investors are encouraged to seek independent financial advice.

Colchester analyses for Funds Society the opportunities and challenges in 2021 of EM sovereign debt in hard and local currency.

Colchester is pleased to announce that we were nominated as Finalist in the Global and Diversified Fixed Interest category at the Zenith Fund Awards in October 2020. This recognition is a testament to the ongoing consistency of the Colchester team in managing global sovereign portfolios in Australia.

Zenith Disclaimer

Colchester is pleased to announce that its Australian Fund, the Colchester Global Government Bond Fund (APIR ETL0467AU) was Highly Commended in the Global Fixed Income category at the 2020 Money Management Fund Manager of the Year awards. This is a testament to the consistency of the Fund which won the award last year.

Colchester’s Cian O’Brien discusses with Fidelity’s Daniel Lane the Global Bond Fund strategy and current market outlook.

Colchester is proud to announce that our Global Bond Fund has been added to Fidelity Personal Investing’s Select 50 which comprises Fidelity’s experts’ top 50 favourite funds.

Colchester Global Investors expands its Latin American coverage by appointing a Product Specialist based in Montevideo.

After taking out the award in 2019, Colchester has backed this up with another nomination again in 2020.

Emerging market bonds were the best performers in the global fixed interest bond sector, as they saw a strong finish to 2019. The top performer was Colchester Emerging Markets Bond with 19.42%.

Colchester Global Investors has appointed a business development manager to service Australian financial advisers.

Colchester Global Investors has been awarded a global sovereign bond mandate by Perpetual as well as inclusion in Perpetual’s wealth models. “We look forward to partnering with Colchester and accessing their Global Government Bond Strategy via a separately managed account and their fund for Perpetual Private’s Implemented Fixed Income Portfolio and Fixed Income Model Portfolios respectively,” Theo Sofios, Perpetual Private’s head of multi manager, said.

Colchester has received a sovereign bond mandate from Perpetual Private in a move that will also see its solutions included in model portfolios. Colchester won the mandate, which sees an undisclosed amount invested by Perpetual Private in Colchester's global government bond strategy via an SMA.

Navigating the prevalent negative bond yielding environment is leaving investors perplexed. This article addresses the misconception that positive returns cannot be delivered from government bonds with negative nominal yields and looks at the opportunities available across global sovereign markets.

Global sovereign bond manager Colchester Global Investors has had its Emerging Markets Bond Fund awarded a ‘recommended’ rating by research house Zenith. The rating was based on the manager’s ability to outperform the market in a variety of market conditions, the research house said.

Colchester Global Investors has launched its Emerging Markets Bond fund as a diversifier for financial advisers for the income-generating allocations of their client portfolios.

Colchester Global Investors has launched its new Emerging Markets Bond Fund for financial advisers to diversify within the income-generating allocations of client portfolios.

Colchester Global Investors comes to Latin America and appoints Paul Allen as Senior Executive and Global Head of Marketing & Client Services.

Colchester was awarded Fixed Income Fund Manager of the Year at the recent Lonsec Money Management annual awards evening.

Colchester Global Investors have registered the Colchester Multi-Strategy Bond Fund now available for sale in Spain.

CAMRADATA awarded Colchester the coveted top spot for the Emerging Markets Government Debt USD category. Read more on page 14 and 15.

Denver Employees Retirement Plan selected Colchester Global Investors to run about $57 million in an emerging markets local currency debt mandate, said Randall Baum, chief investment officer for the $2.3 billion pension fund, in an email.

‘Zenith has upgraded the Colchester Global Government Bond Fund to ‘highly recommended’. Colchester’s head of distribution, Australia, Angela MacPherson said that the fund surpassed $170 million in funds under management ... “We’re seeing our inclusion in model portfolios and managed accounts and are pleased to see this growth in awareness by financial planners,” she said.’

‘(Asia-Pacific) Region now accounts for 30% of total assets for Colchester Global.’ ‘Only the best managers in areas such as "macroeconomics, rates and FX," running global – including emerging markets — bond strategies are benefiting in the current environment, …’

‘BT Funds Management (NZ) hired Colchester Global Investors (to) manage A$500 million in sovereign bonds...’

‘Newcomers to the BT NZ portfolio’ are ‘Colchester’ who also features in the ‘Russell Investments international fixed interest manager suite’...

The Colchester Global Government Bond Fund, which was recently rated as 'highly recommended' by Lonsec, is attractive for advisers seeking a defensive fixed income alternative for client portfolios. Colchester Global Investors head of distribution Angela MacPherson said investing in physical sovereign bonds ensures liquidity in all markets and a simplicity that clients can understand. Morningstar recently awarded it a 'silver' analyst rating, reporting it is a "solid choice within the global-bond universe for long-term investors."

“The awards ceremony is an opportunity to reward the best of the best in the funds management industry as well as the financial planning industry. Money Management is pleased to announce the fund managers who have made the cut.”

Colchester “received a significant mandate from VicSuper.”

“We believe that Colchester’s value-oriented philosophy, based on income generated in real terms, complements our own approach extremely well. We look forward to a successful ongoing relationship with Colchester.”

“CEO Michael Dundon said in a news release Thursday that Colchester will play a “key role” as a satellite manager with an “active, absolute-return-oriented global” directive that will help diversify the fund's broader fixed-income allocation.”

“bond fund managers on Colonial First State Investments FirstChoice platform, the nation’s largest… also uses some lesser-known benchmark-agnostic and contrarian funds such as Colchester Global Investors…”

“Four new bond funds were added to their Morningstar's rating lists … The funds they added included… Colchester Global Government Bond (rated bronze)”.

“Being a singular focused global sovereign bond manager without adding credit to portfolios saw Colchester rewarded for its Global Government Bond Fund. Portfolio manager, Martyn Simpson, said: "If you're buying into this fund, you would just have pure government exposure, which gives you liquidity other managers can't give you".

“The Money Management and Lonsec Fund Manager of the Year awards are the most sought-after awards for the recognition of excellence within the funds management industry.”

“The firm announced that Lonsec had issued a "highly recommended" rating for the fund, while Zenith, listed it as "recommended".”

Angela will be responsible for introducing Colchester’s Global Government Bond Fund to the Australian intermediary market place for the first time in a bid to capitalise on recent strong research ratings and platform interest. “It’s an exciting time for the business, we are pursuing a deliberate strategy of diversifying both our client base and also our geographic location”

Colchester Singapore managing director Paul Allen said: “The appointment of someone of the calibre of Angela will be instrumental for Colchester to build a meaningful presence in the intermediary space in Australia over the medium to long term.”

“Ms. MacPherson said in a telephone interview that she’ll be leading the institutionally focused London-based firm’s first foray into the intermediary market place in Australia.”

“Sovereign bond fund manager Colchester Global Investors has appointed Angela MacPherson as head of distribution Australia, responsible for introducing Colchester’s Global Government Bond Fund to the Australian intermediary market.”

“The country's largest pension fund… recently awarded mandates has broadened considerably to include less familiar names in the region, such as London-based Colchester Global Investors Ltd.”

Japan’s Government Pension Investment Fund on Thursday tripled its manager lineup for active international bonds… Among the GPIF's eight categories for active international bonds, were Sompo Japan Nipponkoa Asset Management Co., with subadviser Colchester Global Investors.

“AMP Capital has restructured the investment manager line-up of its Future Directions Australian and global government bond funds … the allocation to Colchester Global Investors rose from 40 per cent to 50 per cent”

Russell’s Australasian chief investment officer, Peter Gunning says it has devoted considerable time and resources to seeking out managers with distinct new global bond investment styles, and as a result has been closely monitoring Colchester through its “on-the-ground” fixed income research in London.