Latest Investment Opportunities – Regulated

Cantor Fitzgerald offers a range of products across different asset classes and structures to meet your clients’ requirements. We regularly profile the most up-to-date investment opportunities and will be launching a number of opportunities over the coming months.

Structured Investments

90% Protected E-Commerce Bond

The 90% Protected E-Commerce Bond is a 6-year investment with potential returns of up to +40%. The returns from this bond are linked to 4 stocks which are all beneficiaries of growth in e-commerce: Amazon, PayPal Holdings, FedEx Corp and Smurfit Kappa.


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KEY FEATURES

  • Potential returns of up to +40%. Low Risk Investment (SRI Level 2).
  • Returns linked to the least performing of 4 Stocks with high growth potential which may benefit from the rapid growth in e-commerce.
  • Each of these 4 stocks has a BUY rating from Cantor Fitzgerald Ireland Ltd.*
  • 6-year investment term.
  • Guarantor: 90% Capital Protection at maturity is provided by Societe Generale one of the largest European financial services groups. (Moody’s A1 / S&P’s A / Fitch A+).*
  • Issuer: SG Issuer (the flagship issuer of Societe Generale)
  • Minimum Investment: €10,000.
  • Closing date: 10th December 2020

 

WHY INVEST

According to Forbes magazine there’s been a 129% year-over-year growth in U.S. & Canadian E-commerce orders as of April 2020. While covid related restrictions will at some stage be lifted millions of consumers have created and reinforced new online buying behaviors and habits.

img-adobe-logo 90% Protected E-Commerce Bond – Flyer
img-adobe-logo 90% Protected E-Commerce Bond – Brochure
img-adobe-logo 90% Protected E-Commerce Bond – Key Info Document
img-adobe-logo 90% Protected E-Commerce Bond – Prospectus
img-adobe-logo 90% Protected E-Commerce Bond – Target Market Document

Funds

Multi-Asset Fund Range

The Merrion Investment Managers (MIM) multi-asset fund range is designed to suit different risk appetites. Each fund seeks to optimise returns by varying its exposure to return-seeking investments. Our monthly flyer provides an overview of performance and strong track record.


View Flyer

KEY FEATURES

  • Actively managed by Merrion Investment Managers for over 20 years
  • Repeatable 3-pillar investment process focused on macroeconomic, valuation and technical analysis
  • Number 1 performing, global, multi-asset fund in the Irish market since its inception over 20 years ago *
  • The Merrion Multi-Asset 30, 50 and 70 funds each provide an option for different risk profiles
  • Daily liquidity
  • Broadly diversified across a range of asset classes

Source: Longboat Analytics (formerly MoneyMate) 31.03.2020 based on MoneyMate inception (Oct 1993) return

WHY INVEST

The MIM multi-asset fund range offers great choice and an investment time horizon to suit your needs. The full suite of MIM funds including absolute return, equity, fixed income and cash can be accessed through your broker/portfolio manager. Individual fund factsheets can be found here.

img-adobe-logo Multi-Asset Fund Range – November 2020 Flyer

Structured Investments

Global 85% Progressive Protection Bond

This bond is an open ended Investment linked to two leading global investment funds with strong performance track records, and provides investors with 85% continuous capital protection of the highest Net Asset Value (NAV) ever reached.

 


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Investment strategy linked to the Fundsmith Global Equity and PIMCO Global Investment Grade Credit Bond Funds
  • Continuous upward only capital protection feature, ensures a minimum repayment of 85% of the highest Net Asset Value (NAV) ever achieved
  • Open-ended investment with daily liquidity & pricing, no fixed investment term, no early encashment penalties
  • Redeemable daily at the option of the investor and also the issuer
  • Dual asset active management strategy aims to generate stable returns in a wide variety of market conditions
  • This is a low risk (15% max capital at risk) investment product (SRI Risk Score 2 out of 7)
  • Guarantor: Société Générale
    (Moody’s A1/ S&P’s A/ Fitch A+)
  • Minimum Investment: €10,000

 

WHY INVEST

With interest rates at all-time lows, there is a need for an investment option that has the potential to deliver a higher return than deposits with limited downside risk.

img-adobe-logo Global 85% Progressive Protection Bond – Flyer
img-adobe-logo Global 85% Progressive Protection Bond – Brochure
img-adobe-logo Global 85% Progressive Protection Bond – Key Info Document
img-adobe-logo Global 85% Progressive Protection Bond – Target Market Document
img-adobe-logo Global 85% Progressive Protection Bond – October Factsheet

Ethical Investing

November Green Effects Fund Factsheet

Our monthly factsheet details the NAV (net asset value) since inception, sectoral, geographic and currency exposure, key performance information and commentary.


VIEW MONTHLY UPDATE

KEY FEATURES

  • Strong track record of outperforming global equity market indices
  • One of the top performing funds within its peer group resulting in a 5-star rating from Morningstar Fund Research
  • Largest ethical fund in the Irish market
  • Stocks are selected from the NAI index for which there is strict selection criteria
  • Offers exposure to a broad base of socially responsible sectors and underlying companies
  • Minimum investment: €5,000

 

WHY INVEST

The Green Effects Fund invests in companies with a commitment to supporting the environment, socially just production and work methods, and provides a well-diversified investment alternative.

To view unregulated investment opportunities originating from Cantor Fitzgerald Corporate Finance please click here