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

Global Leaders Kick Out Bond II

This is a 5 year investment, linked to Rio Tinto plc, VINCI SA, Ryanair Holdings plc and Sanofi, with the potential to redeem early every 6 months after year 1 with a payment. This bond has 9 potential opportunities to be redeemed on any of the semi-annual valuation dates between the first and fifth anniversary of the issue date.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Potential returns of up to 11% p.a. (not compounded).
  • The Star feature provides protection if any one of the 4 Stocks are above their Initial Price Level on the Final Valuation Date, 100% of capital is returned.
  • 50% Protection Barrier at maturity.
  • This is a high risk investment (SRI risk level 6 out of 7).
  • 5 Year investment with 9 potential opportunities to redeem every 6 months from year 1 to the Final Valuation Date.
  • Guarantor: BNP Paribas (S&P’s A+ / Moody’s Aa3 / Fitch AA-).
  • Issuer: BNP Paribas Issuance B.V. (S&P’s A).
  • Minimum investment: €25,000.
  • Closing Date: 23rd November 2021.

 

WHY INVEST

This bond can produce a maximum potential return of 55% for investors at the Final Maturity Date even if the least performing stock has fallen by up to 10% from its Initial Price Level.

img-adobe-logo Global Leaders Kick Out Bond II – Flyer
img-adobe-logo Global Leaders Kick Out Bond II – Brochure
img-adobe-logo Global Leaders Kick Out Bond II – Key Info Document
img-adobe-logo Global Leaders Kick Out Bond II – Prospectus
img-adobe-logo Global Leaders Kick Out Bond II – Target Market Document

Structured Investments

Protected Innovative Technologies Bond

This is a 5 year 11 month investment with returns linked to an index of 100 leading stocks in this high growth area.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Unlimited return potential linked to 100 leading tech stocks in the Nasdaq Yewno Global Innovative Technologies Ex Disputable Activities EUR ER 5% Index.
  • Final returns are added to 100% of capital invested at maturity.
  • This is a low to medium risk investment (SRI risk level 3 out of 7).
  • 5 Year 11 Month investment term.
  • Guarantor: 80% Capital Protection at maturity is provided by BNP Paribas (one of the largest European financial services groups).
  • Issuer: BNP Paribas Issuance B.V. (flagship issuer of BNP Paribas).
  • Minimum investment: €10,000.
  • Closing Date: 15th October 2021.

WHY INVEST

Technological innovation is instrumental in delivering economic and productivity gains, and offers a clear pathway to the development of new approaches for tackling major societal challenges and improving quality of life. Technology is one of the most important growth opportunities currently available to investors.

img-adobe-logo Protected Innovative Technologies Bond – Flyer
img-adobe-logo Protected Innovative Technologies Bond – Brochure
img-adobe-logo Protected Innovative Technologies Bond – Key Info Document
img-adobe-logo Protected Innovative Technologies Bond – Prospectus
img-adobe-logo Protected Innovative Technologies Bond – Target Market Document

Structured Investments

ESG 85% Progressive Protection Bond

This is an open-ended investment which provides investors with 85% capital protection of the highest daily Net Asset Value (NAV) it has ever reached.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Investment strategy linked to the Robeco Sustainable Global Stars Equities Fund and the Allianz Euro Credit SRI Fund
  • 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 entry fees, no fixed term, no early encashment penalties
  • Low risk investment (SRI level 2 out of 7)
    15% max capital at risk
  • Guarantor: Societe Generale
    (Moody’s A1 / S&P’s A / Fitch A+).
  • Issuer: SG Issuer (the flagship issuer of Societe Generale).
  • Minimum investment: €10,000.

 

WHY INVEST

With interest rates near all-time lows, this Environmental, Social and Governance investment bond has the potential to deliver a higher return than deposits with limited downside risk. The bond aims to generate returns in a wide range of market conditions. It provides investors with 85% continuous capital protection and exposure to an index containing 2 leading ESG investment funds with strong performance track records.

img-adobe-logoESG 85% Progressive Protection Bond – Flyer
img-adobe-logoESG 85% Progressive Protection Bond – Brochure
img-adobe-logoESG 85% Progressive Protection Bond – Key Info Document
img-adobe-logo
ESG 85% Progressive Protection Bond – Prospectus
img-adobe-logoESG 85% Progressive Protection 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.


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 *
  • 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

Watch our video on Merrion Investment Managers’ Multi-Asset Funds.

Watch our quarterly markets update.

*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 – October 2021 Flyer

img-adobe-logo Multi-Asset Fund Range – Brochure 

 

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
  • Low risk investment (SRI level 2 out of 7)
    (15% max capital at risk)
  • Guarantor: Société Générale
    (Moody’s A1/ S&P’s A/ Fitch A+)
  • Issuer: SG Issuer (the flagship issuer of Societe Generale)
  • 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 – October Factsheet

Ethical Investing

October 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