Choose Country About Colchester Organisation Colchester Global Investors is a privately owned investment management firm offering value oriented, global bond management services. Chairman and CIO Ian Sims founded the asset management business in 1999. Colchester’s headquarters are located in London. The firm also has offices in New York, Singapore, Sydney and Dubai. Colchester has funds under management of over US$40 billion across four core strategies being global sovereign bonds, global inflation-linked bonds, local currency emerging market debt and an alpha program. The firm manages assets for global institutions including Corporate and Public Pension Funds, Foundations, Endowments, Insurance and Sovereign Wealth clients across the world. MEET THE TEAM Philosophy We believe that a portfolio of higher real yielding bonds and undervalued currencies, according to their real exchange rate, will outperform its benchmark over a medium to long term investment horizon. At the heart of Colchester’s value-oriented philosophy is the belief that investments should be valued in terms of the income they will generate in real terms. Our approach is based on the analysis of inflation, real interest rates and real exchange rates. Real yield analysis, supported by an assessment of a country’s financial stability (encapsulated in macro and financial balances such as the current account, fiscal and monetary balances, etc.) provides the framework in which bond markets are valued. Similarly, real exchange rate analysis together with short-term real interest rate differentials and an assessment of external financial balances provides the framework in which currencies are valued. Portfolios are constructed to benefit from those opportunities with the greatest relative investment potential for a given level of risk. Colchester’s portfolios principally comprise sovereign bonds as specialisation and focus are key features of our philosophy. The firm eschews corporate credit, believing instead that its broader sovereign opportunity set provides sufficient diversity and return potential to deliver excess returns over the course of a full business cycle. Contact us for more detailed insights on our philosophy. CONTACT US Colchester Papers. FIND OUT MORE Watch our recent video insights. VIEW VIDEOS Contact Us If you have any questions relating to our UCITS funds, performance or holdings or you are representing a new investor wishing to make an initial subscription into our UCITS funds, please contact your usual contact at Colchester Global Investors Limited or email: UCITSTA@colchesterglobal.com For all administrative matters relating to our UCITS funds, please contact Northern Trust at colchesterglobal@ntrs.com or via fax at +353 1 542 2902 or via phone on +353 1 434 5110. Northern Trust are responsible for all shareholder transactions (subscriptions, redemptions, switches and transfers), registration amendments and changes to authorised parties, delivery of statements, audit requests and responding to NAV and performance reporting queries. Home Who we are About Colchester Process and Capabilities Meet the Team Resources Colchester Papers Press Video Library Contact Us Headquarters London Heathcoat House 20 Savile Row London W1S3PR United Kingdom Phone: +44 207 292 6920 Other Global Offices New York 885 Third Avenue 24th Floor New York NY 10022 United States of America Phone: +1 646 472 1800 Singapore 6 Battery Road #40-02A Six Battery Road Singapore 049909 Singapore Phone: +65 3158 3760 Sydney Suite 1403, Level 14 20 Hunter Street Sydney NSW 2000 Australia Phone: +61 2 8599 2132 Dubai Index Tower, Unit 403 DIFC Dubai, United Arab Emirates Phone: +971 5 0463 5370 POLICY STATEMENTS DISCLAIMER Colchester Global Investors Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom. Colchester Global Investors Limited is also registered with the Securities and Exchange Commission in the USA and is registered as a Commodity Trading Advisor and Commodity Pool Operator with the Commodity Futures Trading Commission. Colchester Global Investors Limited is incorporated in England and Wales with its registered office at Heathcoat House, 20 Savile Row, London W1S 3PR, United Kingdom and registered number 3855960. Colchester Global Investors (Singapore) Pte. Ltd holds a capital markets services licence in fund management issued by the Monetary Authority of Singapore. Colchester Global Investors (Singapore) Pte. Ltd also holds an offshore discretionary investment management services licence issued by the Financial Services Commission of Korea. Please note the following in respect of Colchester’s regulatory status in Australia: (i) neither Colchester Global Investors Limited nor Colchester Global Investors (Singapore) Pte. Ltd. holds 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 (Cwlth) in respect of the financial services Colchester provides; (ii) Colchester Global Investors Limited is authorised and regulated by the Financial Conduct Authority of the United Kingdom under UK laws, 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. 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. Colchester Global Investors Middle East Limited is regulated by the Dubai Financial Services Authority for the provision of Advising on Financial Products and Arranging Deals in Investments. All communications and services are directed at Professional Clients only. Persons other than Professional Clients, such as Retail Clients, are not the intended recipients of Colchester Global Investors Middle East Limited’s communications or services. Colchester Global Investors Middle East Limited is a company established in the Dubai International Financial Centre (DIFC) pursuant to the DIFC Companies Law with registration number CL 3239. Colchester Global Investors Limited is licenced as a financial services provider by the Financial Sector Conduct Authority (licence number 43012) in South Africa. Colchester Global Investors Limited is registered with the Securities Commission of The Bahamas, as the investment manager for an investment fund licenced as a Smart Fund model 003, in accordance with the provisions of the Investment Funds Act, 2019. Colchester Global Investors Inc. is a wholly owned subsidiary of Colchester Global Investors Limited. It is not permitted to provide investment advice or otherwise engage in a regulated activity. | Website by Nest Creative