Zenith Highly Recommended rating rounds out Colchester’s suite of strong rating support

Colchester Global Investors, a leading global sovereign bond manager, has just received an upgrade from Zenith to “Highly Recommended” for their flagship Colchester Global Government Bond Fund.

Zenith noted their ‘increased conviction in Colchester’s global sovereign bond capability’, highlighting the ‘calibre of the investment team and quality of the firm’s macroeconomic modelling’.

Morningstar reaffirmed its ‘Silver’ Morningstar Analyst Rating™ this month commenting that investors will get ‘access to a premier team approach and strong long-term returns, thus making (the Fund) a compelling allocation’.

Morningstar’s ‘Silver’ is currently the highest Morningstar Analyst Rating™ within the Bonds-Global Morningstar category.

To round out the research industry’s conviction in Colchester’s capability, Lonsec reaffirmed their rating of “Highly Recommended” for the third-time late last year. Lonsec’s report pointed to Colchester’s ‘long track record in comparable products’ where they demonstrated a track record of ‘successfully meeting its objective from a more limited universe than many global fixed income competitors.’

They also noted their ‘high regard for the quality and stability of Colchester’s investment team’ and our ‘strong alignment of interests with investors.’ Australia’s Head of Distribution, Angela MacPherson, said “Colchester has a 17-year track record that demonstrates our ability to meet our objectives while maintaining defensive characteristics and liquidity. We also have an enviable record of investment team stability and depth of experience among the members. These are some of the key qualities that see us selected for portfolios.”

“The Colchester Global Government Bond Fund has now surpassed $170 million in FUM and is widely listed on platforms. 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.

Paul Allen, Colchester Global Investors (Singapore) Managing Director, said: “I’m really proud of the Australian business as a whole and the significant success we’re having with platforms and intermediaries”.

Media Contact

Angela MacPherson
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Please note the following in respect of Colchester’s regulatory status in Australia: (i) neither Colchester Global Investors Limited ARBN 153 119 763 nor Colchester Global Investors (Singapore) Pte. Ltd ABN 58 159 947 583 hold an Australian financial services licence for the provision of certain financial services, and both entities are exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 in respect of the financial services Colchester provides on the basis that, among other things, it only provides services to “wholesale clients” with the meaning of the Corporations Act 2001; (ii) Colchester Global Investors Limited is authorised and regulated by the Financial Conduct Authority of the United Kingdom under the laws of England and Wales, which differ from Australian laws; (iii) Colchester Global Investors (Singapore) Pte. Ltd is regulated by the Monetary Authority of Singapore under Singapore laws, which differ from Australian laws. Therefore, Australian wholesale clients are not necessarily subject to the same types of legal protections or remedies that they would enjoy if Colchester was directly subject to the Corporations Act.

The Lonsec Rating (assigned October 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Colchester Global Investors product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings

The Zenith Investment Partners (“Zenith”, holder of Australian Financial Services License No. 226872) rating (assigned March 2018) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available in the Product Assessment and at http://www.zenithpartners.com.au/RegulatoryGuidelines.

The Morningstar Analyst Rating™ for Colchester Global Government Bond Fund is ‘Silver’ as of 27 Feb 2018. © 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.

Equity Trustees Limited (ABN 46 004 031 298, AFSL 240975) is the Responsible Entity of the Colchester Global Government Bond Fund (ARSN 168 909 671) and the Colchester Emerging Markets Bond Fund (ARSN 616 633 428) (each a “fund”). This document is not intended to be securities or financial product advice and should not be relied upon as such. To obtain a copy of a Fund’s PDS please contact Colchester. The PDS should be considered in deciding whether to acquire, or continue to hold, an investment in a Fund. This information is of a general nature only and does not take into account the investment objectives, financial situation or particular needs of any investor and should not be taken as a securities or stock recommendation. These factors should be considered before any investment decision is made in relation to a Fund. The performance of a Fund is not guaranteed. Colchester and Equity Trustees Limited make no representation (express or implied) and shall have no liability in any way arising from the provision of this document for any loss or damage, direct or indirect, arising from the use of this document.