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.

AdvertStructured Investments

E-Commerce Kick Out Bond III

The E-Commerce Kick Out Bond III is a 5-year investment, which may, subject to certain terms, redeem early. Both the capital invested in the bond as well as the potential returns are linked to the performance of 3 leading stocks that may benefit from growth in e-commerce: Amazon, PayPal Holdings and FedEx Corp.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Potential returns of 10% per annum even if the underlying 3 stocks have fallen by up to 10%
  • Additional Quadruple 40% Step Down Feature in year 2 (+20% return even if stocks have fallen by up to 40% during the first 2 years).
  • 9 potential opportunities to redeem every 6 months from year 1 onward
  • 100% of capital returned if Amazon, PayPal Holdings and FedEx Corp 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
  • Guarantor: BNP Paribas (S&P’s A+ / Moody’s Aa3 / Fitch AA-)*.
  • Minimum Investment: €10,000
  • Closing Date: 1st September 2020

WHY INVEST

The coronavirus pandemic has increased e-commerce sales. According to Forbes magazine there’s been a 129% year-over-year growth in U.S. & Canadian e-commerce orders as of April 2020, and an impressive 146% growth in all online retail orders. While Covid related restrictions are now being lifted millions of consumers have created and reinforced new online buying behaviours and habits

img-adobe-logo E-Commerce Kick Out Bond III – Flyer
img-adobe-logo E-Commerce Kick Out Bond III – Brochure
img-adobe-logo E-Commerce Kick Out Bond III – Key Info Document
img-adobe-logo E-Commerce Kick Out Bond III – 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 – July 2020 Flyer

Structured Investments

Protected Momentum Bond VI

The Protected Momentum Bond VI 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

  • Bond 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
  • Bond provides at least 250% 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: 15th July 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 VI – Flyer
img-adobe-logo Protected Momentum Bond VI – Brochure
img-adobe-logo Protected Momentum Bond VI – Key Info Document
img-adobe-logo Protected Momentum Bond VI – 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.


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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

Ethical Investing

July 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 3-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.

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.


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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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