Latest Investment Opportunities – Regulated

KEY FEATURES

• Unlimited return potential from an Index linked to the SPDR S&P 500 ETF, SPDR Gold Shares and the iShares 20+ Year Treasury Bond ETF
• 200% Participation in The Index returns with no cap or limit on final returns
• 4 Opportunities to Lock In Profits and redeem early annually
• 200% of The Index returns are added to 100% Capital Protected Amount at Final Maturity Date
• 100% Capital Protection at the Final Maturity Date is guaranteed by The Goldman Sachs Group, Inc. (A2 (Moody’s) / BBB+ (Standard & Poor’s) / A (Fitch))
• Dynamic risk-controlled and diversified index aims to produce stable returns
• Low risk investment (SRI risk level 2 out of 7).
• 4 Year 11 month maximum Investment Term
• Minimum Investment: €25,000 (not available via Aviva SDIO)
• Closing Date: 16th November 2023

WHY INVEST

This Bond has 4 Opportunities to Lock in Profits and redeem early annually. If the Bond has not been redeemed early or encashed early and continues for 4 years 11 months to the Final Valuation Date, investors receive back 100% of their invested capital along with 200% of the positive performance of the Index with no upside cap or limit on returns.

100% Capital Protected Profit Lock In Bond II – Flyer
100% Capital Protected Profit Lock In Bond II – Brochure
100% Capital Protected Profit Lock In Bond II – Key Information Document
100% Capital Protected Profit Lock In Bond II – Prospectus
100% Capital Protected Profit Lock In Bond II – Target Market Document

KEY FEATURES

• MSCI Europe Index (MXEU Index) (The Index)
• European companies may be significantly undervalued compared to their global counterparts
• 100% of The Index returns are added to 100% of initial capital invested at maturity
• 4 Year 11 Month Investment Term
• 100% Capital protection at the Final Maturity Date is guaranteed by Morgan Stanley, A1 (Moody), A- (S&P), A+ (Fitch)
• Low Risk investment (SRI risk level 2 out of 7)
• Minimum Investment: €25,000 (or €10,000 via Aviva SDIO)
• Closing Date: 17th October 2023

WHY INVEST

This investment is linked to the MSCI Europe Index (EUR) and it offers potential returns of up to 55% (9.32% CAR) together with 100% Capital Protection at the Final Maturity Date.

MSCI World Europe Growth Bond – Flyer
MSCI World Europe Growth Bond – Brochure
MSCI World Europe Growth Bond – Key Info Document
MSCI World Europe Growth Bond – Prospectus
MSCI World Europe Growth Bond – Target Market Document

KEY FEATURES

• 100% Capital protection at maturity from Barclays Bank Ireland PLC
• Issuer: Barclays Bank Ireland PLC Credit Rating: S&P A+ / Fitch A+
• Fixed Rate of 3.5% p.a. (3.5% CAR) paid out annually
• A potential Extra Coupon of 0.05% at maturity based on the underlying Eurostoxx 50 Index
• Minimum Investment: €50,000
• Closing Date: 13th October 2023

WHY INVEST

The Bond matures after an investment term of 3 Years and will pay a 3.5% coupon to investors each year. At the Final Maturity Date investors will receive 100% of their initial investment back plus the final 3.5% coupon payable. Investors may also receive an Extra Coupon of 0.05% at maturity if the Eurostoxx 50 Index is at or above its Initial Level on the Final Valuation Date

Barclays Bank Ireland PLC 3 Year 3.5% Fixed Rate Bond II – Flyer
Barclays Bank Ireland PLC 3 Year 3.5% Fixed Rate Bond II – Brochure
Barclays Bank Ireland PLC 3 Year 3.5% Fixed Rate Bond II  – Key Info Document
Barclays Bank Ireland PLC 3 Year 3.5% Fixed Rate Bond II – Prospectus
Barclays Bank Ireland PLC 3 Year 3.5% Fixed Rate Bond II  – Target Market Document

KEY FEATURES

• Dynamic investment strategy linked to The Fidelity Global Technology Fund, Invesco Physical Gold ETC and 2 leading bond funds.
• Continuous upward only capital protection feature, ensures a minimum repayment of at least 85% of the highest Net Asset Value (NAV) ever achieved.
• A flexible investment with daily liquidity & pricing, no fixed investment term.
• 85% Max NAV protection is provided by Societe Generale (Moody’s A1 / S&P’s A / Fitch A).
• Redeemable daily at the option of the investor, and also callable daily by the issuer.
• Asset allocation strategy aims to generate stable returns in a range of market conditions.
• This is a low risk investment (SRI Risk Score 2 out of 7) with 15% of capital at risk.
• Minimum Investment: €25,000

WHY INVEST

The Technology 85% Progressive Protection Bond is designed to generate returns linked to an innovative multi-asset fund index, whilst ensuring a minimum protected value for investors. As the Bond’s Net Asset Value (NAV) goes up so does the capital-protected amount. The Bond provides investors with 85% capital protection of the highest daily Net Asset Value (NAV) it has ever reached.

Technology 85% Progressive Protection Bond – Flyer
Technology 85% Progressive Protection Bond – Brochure
Technology 85% Progressive Protection Bond – Key Info Document
Technology 85% Progressive Protection Bond – Prospectus
Technology 85% Progressive Protection Bond – Target Market Document
Technology 85% Progressive Protection Bond – Factsheet June 2023

KEY FEATURES

• Actively managed by Cantor Fitzgerald Asset Management 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 *
• 5-star Morningstar^TM Rating
• The Multi-Asset 70 fund has been ranked No. 1 in the Aon Hewitt independent survey of investment returns distributed on a monthly basis (October 2021)
• The 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) 31.03.2023 based on MoneyMate inception (Oct 1993) return

© 2023 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results

WHY INVEST

The Multi-Asset fund range is highly rated for its performance, offers great choice and an investment time horizon to suit your needs. The full suite of CFAM funds including absolute return, equity, fixed income and cash can be accessed through your broker/portfolio manager. Individual fund factsheets can be found here.

Multi-Asset Fund Range – Flyer

Multi-Asset Fund Range – Brochure 

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.