Latest Investment Opportunities – Regulated

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 Robotics & Automation Bond

This is a 5-year 11-month investment with returns linked to the Solactive Industrial Robotics & Automation AR 5% Eur Index, which offers potential returns of up to 45% with 80% capital protection at maturity.


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KEY FEATURES

  • Potential returns of up to 45% linked to the Solactive Industrial Robotics & Automation AR 5% EUR Index.
  • The Index has returned 16.7% per annum on average since inception. This Index has an adjustment factor of a decrement of 5% per annum, all charts and returns are quoted net of the decrement.
  • The Index selects the best performers, companies with a negative annual total return are excluded from the Index
    quarterly.
  • 5-year 11-month investment term.
  • Low risk investment (SRI level 2), 80% capital protection at maturity is provided by Société Générale (Moody’s A1 / S&P’s A / Fitch A).
  • Issuer: SG Issuer (the flagship issuer of Société Générale).
  • Minimum investment: €10,000
  • Closing date: 7th May 2021

 

WHY INVEST

A growing number of companies are using smart automation and robotics in order to enhance or develop new solutions for their customers. This bond is an excellent way for investors to gain diversified exposure across 30 leading stocks in the high growth area of Robotics and Automation.

img-adobe-logoProtected Robotics & Automation Bond- Flyer
img-adobe-logoProtected Robotics & Automation Bond – Brochure
img-adobe-logoProtected Robotics & Automation Bond – Key Info Document
img-adobe-logo
Protected Robotics & Automation Bond – Prospectus
img-adobe-logoProtected Robotics & Automation Bond – 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.


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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 *
  • 5-star MorningstarTM Rating
  • The Merrion/Managed multi-asset 70 fund has been ranked No. 1 in the Aon Hewitt independent survey of investment returns distributed on a monthly basis* (February 2021).
  • 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) 31.12.2020 based on MoneyMate inception (Oct 1993) return

© 2021 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 MIM 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 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 – May 2021 Flyer

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
img-adobe-logo Global 85% Progressive Protection Bond – May Factsheet

Ethical Investing

April 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 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.

To view unregulated investment opportunities originating from Cantor Fitzgerald Corporate Finance please click here