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.