Global Reach Securities

Fund Company

Global Reach Securities - http://www.globalreach.ie/
 
GlobalReach Securities Ltd has grown substantially since their launch back in 2007. They deliver due to deploying their substantial skills, knowledge and expertise to manage their client's assets.  Some services provided at GlobalReach Securities Ltd are:
  • Retirement Planning
  • Institutional Advisory
  • Bonds
  • International Equities
  • Portfolio Management

 

Retirement Planning


As a Qualified Fund Manager (QFM) they advise and manage on a variety of tax efficient pension and post retirement options. These include Self Administered Plans (SAP’s), Approved Retirement Funds (ARF’s) and Employee Benefit Trusts (EBT’s). The above options give investors control and transparency over their pension savings plans.

 

Institutional Advisory


For most institutions the goal in managing their investments is to earn sufficient annual income while ensuring that capital is fully protected. The market turmoil of recent years highlighted risks that many investors weren’t even aware of, and has underlined the need to consider the market and credit risk in every investment. Their background in GlobalReach gives them the knowledge and expertise to assess these risks and advise their clients on the most appropriate investments to meet their objectives.

 

Bonds


Bonds and Fixed Income Securities are, in general, an often overlooked part of most portfolios. Whether it be Government or Corporate, bonds generally give investors a lower risk profile to equities. For an investor approaching retirement, for example, a greater exposure to Government Bonds might be appropriate. Martin O’Sullivan, Director of Fixed Income at GlobalReach, will help advise on the most appropriate bond exposure for the clients' needs.

 

International Equities


Equities extend their top down approach to investing. This approach seeks to follow international capital flows and search for equity market opportunities most in favour with Global Institutional investors. Direct equity; exchange traded funds (baskets of stocks), which accommodate thematic investing, and leveraged opportunities through Contracts for Difference (CFD’s) can all be accessed through their experienced and dedicated equity broking team.

 

Portfolio Management


Portfolio Management is primarily about diversifying asset classes across different sectors and geographic locations. The purpose of diversification is to help grow an investment portfolio whilst protecting it from major shocks to any particular investment class. A well balanced portfolio should include Bonds, Stocks, Cash, Commodities and Alternative Investments.

Company

Fund Name

ISIN

Currency

Inception Date

Rating

Risk

Profile

GlobalReach Securities Limited

Devonshire Bal Real Ret GBP A Dis

IE00B063QJ37

GBP

01/02/2005

1

Medium

The objective of the Fund is to provide long term capital growth from a diversified portfolio of investments.

GlobalReach Securities Limited

Devonshire Cons Real Ret GBP A Dis

IE00B063QK42

GBP

01/02/2005

1

Low

The objective of the Fund is to provide long term capital growth from a diversified portfolio of investments using a conservative strategy. The Fund’s investment objective will be achieved through investment in a global portfolio of predominantly equity securities that are freely transferable but the Fund may also invest in fixed income securities, cash and money market instruments.

GlobalReach Securities Limited

Devonshire AM Real Ret Fund A Dis

IE00B063QL58

GBP

01/02/2005

2

Medium

The objective of the Fund is to provide income together with long term capital growth from a diversified portfolio of investments. The Fund’s investment objective will be achieved through investment in a global portfolio of transferable fixed income securities, equities, cash and money market instruments.

GlobalReach Securities Limited

Devonshire Tactil Real Return A Dis

IE00B0SYHT14

GBP

29/03/2006

1

Medium

The objective of the Fund is to provide long term capital growth from a diversified portfolio of investments.  The Fund’s investment objective will be achieved through investment in a global portfolio of equity securities that are freely transferable, fixed income securities, cash and money market instruments as well as exposure to property, currencies and commodities in a UCITS compliant manner.

GlobalReach Securities Limited

Devonshire The Cautious Ret A Dis

IE00B0SYHV36

GBP

19/04/2006

1

Medium

The objective of the Fund is to produce a positive return over the long term, regardless of market conditions by investing primarily in interest bearing assets and related derivatives.

GlobalReach Securities Limited

Devonshire Bal Real Ret USD Dis

IE00B3QHXR32

USD

06/05/2011

NULL

NULL

The objective of the Fund is to provide income together with long term capital growth from a diversified portfolio of investments. The Fund’s investment objective will be achieved through investment in a global portfolio of transferable fixed income securities, equities, cash and money market instruments.

GlobalReach Securities Limited

Devonshire Cons Real Ret GBP F Cap

IE00B3QTGS12

GBP

30/12/2010

NULL

NULL

The objective of the Fund is to provide long term capital growth from a diversified portfolio of investments using a conservative strategy. The Fund’s investment objective will be achieved through investment in a global portfolio of predominantly equity securities that are freely transferable but the Fund may also invest in fixed income securities, cash and money market instruments.

GlobalReach Securities Limited

Devonshire Bal Real Ret J CHF Cap

IE00B3QTVZ30

CHF

08/03/2011

NULL

NULL

The objective of the Fund is to provide long term capital growth from a diversified portfolio of investments.

GlobalReach Securities Limited

Devonshire AM Real Ret Fund A Cap

IE00B3TM4059

GBP

26/01/2011

NULL

NULL

The objective of the Fund is to provide income together with long term capital growth from a diversified portfolio of investments. The Fund’s investment objective will be achieved through investment in a global portfolio of transferable fixed income securities, equities, cash and money market instruments.

GlobalReach Securities Limited

Devonshire Bal Real Ret USD Cap

IE00B3VM5557

USD

20/12/2010

NULL

NULL

The objective of the Fund is to provide long term capital growth from a diversified portfolio of investments.

GlobalReach Securities Limited

Devonshire Cons Real Ret EUR B Dis

IE00B3VTB030

EUR

20/12/2010

NULL

NULL

The objective of the Fund is to provide long term capital growth from a diversified portfolio of investments using a conservative strategy. The Fund’s investment objective will be achieved through investment in a global portfolio of predominantly equity securities that are freely transferable but the Fund may also invest in fixed income securities, cash and money market instruments.

GlobalReach Securities Limited

Devonshire Distr Real Ret Fund Cap

IE00B3W00X18

USD

19/04/2011

NULL

NULL

The objective of the Fund is to provide income together with long term capital growth from a diversified portfolio of investments. The Fund’s investment objective will be achieved through investment in a global portfolio of transferable fixed income securities, equities, cash and money market instruments.

GlobalReach Securities Limited

Devonshire Bal Real Ret EUR B Dis

IE00B3Y5KP63

EUR

21/02/2011

NULL

NULL

The objective of the Fund is to provide long term capital growth from a diversified portfolio of investments.

GlobalReach Securities Limited

Devonshire Cons Real Ret EUR G Cap

IE00B3YX0271

EUR

20/12/2010

NULL

NULL

The objective of the Fund is to provide long term capital growth from a diversified portfolio of investments using a conservative strategy. The Fund’s investment objective will be achieved through investment in a global portfolio of predominantly equity securities that are freely transferable but the Fund may also invest in fixed income securities, cash and money market instruments.

GlobalReach Securities Limited

Devonshire Cons Real Ret USD I Cap

IE00B42ZH218

USD

06/12/2010

NULL

NULL

The objective of the Fund is to provide long term capital growth from a diversified portfolio of investments using a conservative strategy. The Fund’s investment objective will be achieved through investment in a global portfolio of predominantly equity securities that are freely transferable but the Fund may also invest in fixed income securities, cash and money market instruments.

GlobalReach Securities Limited

Devonshire Select Caut Return B Dis

IE00B4KXJ986

EUR

10/11/2009

NULL

NULL

The objective of the Fund is to produce a positive return over the long term, regardless of market conditions by investing primarily in interest bearing assets and related derivatives.