Morningstar awards Silver medal to Colchester Global Government Bond Fund

Colchester Global Investors, a leading global sovereign bond manager, has been awarded a coveted Silver Morningstar Analyst Rating™ for the Colchester Global Government Bond Fund. The upgrade has been given on 30 March 2017.

Morningstar’s Global Fund Report states that the fund ‘is a solid choice within the global-bond universe for long term investors’ and that its ‘very experienced team employing a well-structured process drives this strategy’s strong appeal.’

“We have enjoyed working with their London and Sydney teams and their global research collaboration is a distinct advantage.” said Australia’s Head of Distribution Angela MacPherson.

“The Colchester Global Government Bond Fund is generally selected for its defensive characteristics and its strong liquidity profile, as well as for Colchester’s demonstrated track record of comfortably exceeding its objectives over a 17-year period. As sovereign bonds have a lower correlation to other fixed income securities such as credit and high yield as well as to traditional growth assets, the fund offers a defensive anchor for clients’ portfolios in market crisis.”

Since the appointment of Angela MacPherson a year ago and the subsequent opening of the Sydney office, Colchester’s Global Government Bond Fund has gained significant traction. The fund is now available on BT Wrap, Netwealth, Hub24 and Simple Wrap platforms with its listing on BT Panorama scheduled this month. Additionally, the fund has also secured a ‘Highly Recommended’ rating from Lonsec and ‘Recommended’ rating from Zenith.

Media Contact

Angela MacPherson
02 8599 2132
amacpherson@colchesterglobal.com

 

“This communication is intended for professional use by Australian wholesale clients as defined in Section 761G of the Corporations Act 2001 (Cwlth). Neither Colchester Global Investors Limited ARBN 153 119 763 nor Colchester Global Investors (Singapore) Pte. Ltd ABN 58 159 947 583 holds an Australian financial services licence for the provision of financial services, and both entities are exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cwlth) in respect of the financial services Colchester provides to wholesale clients in Australia. Colchester Global Investors Limited is authorised and regulated by the Financial Conduct Authority under the laws of England and Wales, which differ from Australian laws. 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. Colchester is entitled to offer its financial services in Australia pursuant to an exemption from the requirement to hold an Australian Financial Services Licence under the Corporations Act, on the basis, among other things, that the clients are “wholesale clients” within the meaning of the Corporations Act.”

© 2017 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 (Australian products) or Investment Statement (New Zealand products) 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 (“ASXO”).

The Lonsec Rating (assigned September 2016) 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 Investor’s product(s), and you should seek independent financial advice before investing in any such 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: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings.

The Zenith Investment Partners (“Zenith”, holder of Australian Financial Services License No. 226872) rating (assigned March 2017) 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.

Equity Trustees Limited (ABN 46 004 031 298, AFSL 240975), a subsidiary of EQT Holdings Limited, a publicly listed company on the Australian Securities Exchange (ASX:EQT), is the Responsible Entity of the Colchester Global Government Bond Fund (ARSN 168 909 671) (the “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 the Fund’s PDS please contact Colchester. The PDS should be considered in deciding whether to acquire, or continue to hold, an investment in the 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 the Fund. The performance of the Fund is not guaranteed. Colchester, Equity Trustees Limited and their related parties, employees and directors 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.