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.

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 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)
img-adobe-logo Aviva Investment Instruction Form (Structured Products)

 

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.


VIEW INVESTMENT SUMMARY

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

Structured Investments

S&P 500 Index USD Kick Out Bond

The S&P 500 Index is widely seen as the definitive measure of the U.S. stock market due to its superiority to rivals. Both the capital invested in the bond as well as the potential returns are linked to the performance of the Index.

 

 


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Potential returns of at least 5% p.a. (maximum return 35%)
  • USD $ Denominated Investment.
  • Bond matures early if the S&P 500 Index is equal to or above its Initial Level on any Semi-Annual Observation Dates after year 1.
  • 100% of capital returned if the S&P 500 Index is equal to or above 60% of its Initial Price Level on the Final Valuation Date.
  • 7-year investment with 13 potential opportunities to redeem every 6 months from year 1 onward.
  • Guarantor: BNP Paribas (S&P’s A+ / Moody’s Aa3 / Fitch AA-)**.
  • Issuer: BNP Paribas Issuance B.V., rated A+ (the flagship issuer of BNP Paribas).
  • Minimum Investment amount: $10,000 USD.
  • Closing date: 13th November 2020

 

WHY INVEST

Covering about 80% of the U.S. stock market by value, the Index is an easy way for clients to invest in and track core U.S. stock market performance. The Index has historically provided excellent, long-term returns and is well diversified.

img-adobe-logo S&P 500 Index USD Kick Out Bond – Flyer
img-adobe-logo S&P 500 Index USD Kick Out Bond – Brochure
img-adobe-logo S&P 500 Index USD Kick Out Bond – Key Info Document
img-adobe-logo S&P 500 Index USD Kick Out Bond – Target Market Document

 

Structured Investments

Protected Momentum Bond 7

The Protected Momentum Bond 7 is a 5-year investment providing at least 200% participation in the final performance of the MS Dynamic Fund Allocation Index, which is linked to 8 actively managed investment funds. Each fund uses different investment managers, strategies and asset allocations, but all have delivered positive investment returns at alternating times.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Returns are linked to the MS Dynamic Fund Allocation Index which is composed of 8 investment funds.
  • Each week the Index is rebalanced into the 5 best performing funds, with the highest performing funds given the highest risk budget ratings and the 3 worst performers are excluded.
  • The bond provides at least 200% minimum 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.
  • This bond aims to generate consistent returns in a wide range of market conditions
  • 90% capital protection at Final Maturity Date is provided by Morgan Stanley (A3 Stable / BBB+ Stable / A Stable)
  • 5-year investment with daily secondary market liquidity subject to normal market conditions
  • Guarantor: Morgan Stanley
  • Issuer: Morgan Stanley B.V. (European flagship issuer of Morgan Stanley).
  • Minimum Investment amount: €10,000
  • Closing date: 13th November 2020

 

WHY INVEST

This bond seeks to maximise returns by consistently investing in what‘s working best (Momentum Investing). The index reviews the 8 underlying funds every week and excludes the 3 worst performers.

img-adobe-logo Protected Momentum Bond 7 – Flyer
img-adobe-logo Protected Momentum Bond 7 – Brochure
img-adobe-logo Protected Momentum Bond 7 – Key Info Document
img-adobe-logo Protected Momentum Bond 7 – Target Market Document

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 – September Factsheet

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.