Structured Investments

Cantor Fitzgerald is a market leader in the provision of structured investments to a wide range of investor groups including personal, pension, corporate, charity and credit unions. These packaged investment strategies offer potentially higher yields than actual market returns. Total sales reached €150m in the 12 months to end of December 2018.

Our Investment Philosophy
Combining the protection of capital with the ability to generate investment growth are the two core pillars of our investment philosophy. It is through our relationships with A rated financial institutions that we create a range of innovative structured products based on interest rates, equity themes, sectors and regions, leveraging the expertise within our local and global research teams when selecting underlying assets and structures.

Structured Investments

E-Commerce Kick Out Bond

The E-Commerce Kick Out bond is a 5-year Investment which may, subject to certain terms, redeem early. Both the capital invested in the bond as well the potential investment returns are linked to the performance of 4 leading stocks that may benefit from growth in e-commerce.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Potential returns of 10% per annum even if the underlying stocks have fallen by up to 10%
  • 9 potential opportunities to redeem every 6 months from year 1 onward
  • Additional 60% Kick Out Barrier feature pays 20% return in year 2, provided that none of the 4 stocks fall by more than 40% from their initial valuation level
  • 100% of capital returned if Amazon, PayPal Holdings, FedEx Corp and Smurfit Kappa Group are each equal to or above 50% of their initial price level on the final valuation date
  • This is a capital at risk investment product
  • 2.25% Intermediary Commission
  • Guarantor: Société Générale
    (Moody’s A1/ S&P’s A/ Fitch A+)
  • Minimum Investment: €10,000
  • Closing Date: 24th March 2020

 

WHY INVEST

Global e-commerce sales amounted to over 14% of all retail sales in 2019 and this number is expected to grow significantly into 2023. As online shopping becomes increasingly popular, we believe these 4 leading stocks have strong market positions and sustainable advantages within the sector.

img-adobe-logo E-Commerce Kick Out Bond – Flyer
img-adobe-logo E-Commerce Kick Out Bond – Brochure
img-adobe-logo E-Commerce Kick Out Bond – Key Info Document
img-adobe-logo E-Commerce Kick Out Bond – Target Market Document

Structured Investments

Protected Momentum Bond IV

The Protected Momentum Bond IV is a 5-year investment linked to the MS Dynamic Fund Allocation Index which is composed of 8 funds. The Index has an active weekly momentum rebalancing mechanism which aims to consistently invest in the 5 best performing funds.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • 5-year investment with daily secondary market liquidity subject to normal market conditions
  • 90% capital protection at Final Maturity Date
  • Provides 200% participation in the Index final averaged returns
  • The Index has a risk control mechanism which provides up to 200% additional exposure to the basket of funds
  • Aims to generate stable consistent returns in a wide range of market conditions
  • Guarantor: Morgan Stanley (A3/BBB+/A)
  • Minimum Investment amount: €10,000
  • Closing date: 13th March 2020

WHY INVEST

Low interest rates and global uncertainties have led to a challenging investment environment, where traditional balanced funds which are constrained to benchmarks have proven too static and not flexible enough.

img-adobe-logo Protected Momentum Bond IV – Flyer
img-adobe-logo Protected Momentum Bond IV – Brochure
img-adobe-logo Protected Momentum Bond IV – Key Info Document
img-adobe-logo Protected Momentum Bond IV – Target Market Document

Structured Investments

Gold Producers Kick Out Bond III

The Gold Producers Kick Out Bond III is a 5-year investment linked to four leading stocks/gold producers.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Potential returns of up to 10% p.a.
  • Returns are linked to 4 leading gold producing stocks: Newmont Goldcorp, Barrick Gold Corp, AngloGold Ashanti and Kirkland Lake Gold
  • 90% Kick Out Level, potential returns of 10% p.a. even if the underlying stocks have fallen by up to 10%
  • If any 1 of the 4 stocks is equal to or above their Initial Price Level on the Final Valuation Date, 100% of capital is returned
  • 50% Protection Barrier at maturity
  • 5-year investment with 9 potential opportunities to redeem every 6 months, from year 1 to Final Valuation Date
  • This is a capital at risk investment product
  • Guarantor: Goldman Sachs Group (A3/BBB+/A)
  • Minimum Investment: €10,000
  • Closing Date: 21st February 2020

 

WHY INVEST

With ongoing concern around global growth and geopolitical uncertainty, the outlook for gold has been increasingly positive in recent months. We believe these companies have strong market positions within the sector.

img-adobe-logo Gold Producers Kick Out Bond III – Flyer
img-adobe-logo Gold Producers Kick Out Bond III – Brochure
img-adobe-logo Gold Producers Kick Out Bond III – Key Info Document
img-adobe-logo Gold Producers Kick Out Bond III – Target Market Document

Target Market

Cantor Fitzgerald’s range of structured product is designed to offer investors access to a portfolio covering differing asset classes, payoff structures and maturity profiles. Whilst our products are available to a wide range of investor groups, we recognise that within these groups the products are designed to meet the needs of specific investors. This is known as the “target market”. Investors should consider the information contained within the below target market document, which is also contained in the product brochure, when assessing if the investment is right for them, and if they are therefore inside the intended target market.

 

Structured Product Application Forms

img-adobe-logo Structured Product Application Form – Intermediary Clients (Personal Investors).

img-adobe-logo Structured Product Application Form – Intermediary Clients (ARF AMRF Pension Investors)

img-adobe-logo Structured Product Application Form – Intermediary Clients (Corporate Investors)