Colchester Global Investors

Fee-Only (% of Portfolio)

Colchester Global Investors Limited is an independent, value-oriented global fixed income manager founded in 1999. Colchester specializes in managing sovereign bonds and currencies, focusing on real yields, inflation, and interest rates. Colchester primarily serves institutional clients, endowments, foundations, pension plans, and high-net-worth individuals through separate accounts and private funds. Colchester offers various fixed income strategies, including global bonds, inflation-linked bonds, emerging markets local currency debt, and alpha programs.

Assets Under Management$27B
Clients78
AdvisorsN/A
Avg. per Client$350M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100.0M0.40%
$100.0M - $200.0M0.35%
$200M+0.28%

Rates shown are for Global Bond and Alpha strategies. Inflation-linked strategies range from 0.35% down to 0.275%. Emerging Markets Local Debt strategies range from 0.60% down to 0.40%. Performance fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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Colchester Global Investors - Fees, AUM & Advisors | TrueAdvisor