Latest Investment Opportunities

We regularly profile the most up-to-date investment opportunities across different asset classes and will be launching a number of opportunities over the coming months.

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

Ethical Investing

November Green Effects Fund Factsheet

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 4-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.

Private Equity

Blackwater Retail Park

Blackwater retail park is an opportunity to invest in an income generating asset that will pay an annual distribution. Anchored by Woodies, a Grafton Group company, the retail park is being acquired by the Cantor Property Income Fund (regulated by the Central Bank of Ireland), at a net initial yield of 8.6%. The fund will aim to enhance the capital value of the property.


Now Closed

KEY FEATURES

  • Income generating investment
  • Target minimum distribution: 6%
  • Secured on a real estate asset with no bank debt
  • Long term income profile: 10 years
  • Income profile underpinned by a Grafton Group guarantee
  • Potential to deliver capital upside from an asset management strategy
  • Investment held by a tax efficient, regulated investment vehicle
  • Expected investment term: 5 years
  • Minimum investment: €100,000
  • Please click here to download the investment brochure

 

WHY INVEST

The strong growth rate of Navan’s population together with a significant pipeline of new housing developments, and favourable demographics make Blackwater an attractive retail park location. This is a unique opportunity to invest in an income generating asset that will pay an annual distribution.

The target market document outlines clients deemed to be inside and outside the target market for this investment. Please note that if you do not fall inside the target market, you will not be allowed to invest. Please click here to download the target market document.

Funds

Core Funds Range

Cantor Fitzgerald’s Core Funds Range is carefully selected by our investment committee to provide solutions for a variety of risk profiles and investment objectives, offering options across multiple asset classes and markets.


View & Download PDF

KEY FEATURES

  • Funds have undergone both quantitative and qualitative screening by Cantor Fitzgerald’s investment committee
  • Independent ratings from Morningstar Research
  • Access to best-in-class fund managers across a range of asset classes
  • Funds are monitored and reviewed on an ongoing basis

 

WHY INVEST

Depending on your investment needs and risk profile, we can provide a number of options. The range could be used for example as core long term holdings in your investment portfolio or as tactical options to provide exposure to an asset class and to enhance diversification.

View Core Funds Range

Private Equity

Boxever

Boxever empowers organisations to transform the way they market, sell and communicate with their customers through the innovative use of analytics, data and technology. Boxever technology helps airlines, travel companies and financial services organisations to generate more revenue by connecting their data into a single customer profile, across digital channels or in person.


Now closed

KEY FEATURES

  • Fundraise: $4.5m together with an additional €1.5m from existing investors (€6m+ Series B round)
  • Minimum investment: €25,000

 

WHY INVEST

This is an exciting opportunity to invest in a high growth business. With 15 blue chip clients contracted and a compound annual growth rate of almost 70%, the company is rapidly expanding. This investment is EIIS eligible, pending outline approval from Revenue.

This investment opportunity is now closed.

Private Equity

The Park Collection

The Park Collection comprises of four office blocks located in a significant retail and commercial centre at junction 15 off the M50 motorway and benefits from excellent transport links to the city via LUAS and bus services. The investment opportunity entails re-gearing the lease profile over a five-year term and selling the property.


Now closed

KEY FEATURES

  • Fundraise: €19.5m
  • Anticipated term/exit mechanism: 5 years / property sale
  • Target annual distribution: 5%
  • Target capital uplift: 55%
  • Investment structure: Qualifying Investor Alternative Investment Fund
  • Minimum investment: €100,000

 

WHY INVEST

With favourable market dynamics and more businesses choosing to locate in high quality office locations in Dublin suburbs, this is a unique opportunity to invest in commercial property with strong yield performance.
This investment opportunity is now closed.

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Loan Note

Ballisk Homes Ltd

Ballisk Homes Ltd is owned and managed by the Lynch family. Previous and current developments include Roseberry Hill (Newbridge), Ashvale Court (Duleek) and Kellett’s Grove (Dunshaughlin).


Now Closed

KEY FEATURES

Fundraise: €6.75m to purchase a 10 acre site at Rahillion, Donabate, Co Dublin and construct 82 residential units
Term: 30 months, with a long-stop date of 36 months
Minimum Investment: €50,000

WHY INVEST

This loan note featured a coupon of 9% payable annually, offering a higher potential return that deposit rates.
This loan note is now closed.

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