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 Best Select Bond V

The Protected Best Select Bond V combines 90% capital protection with exposure to an index of 8 leading investment funds.


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KEY FEATURES

  • Returns are linked to the Best Select Fund EUR Index composed of 8 leading investment funds.
  • The Index is rebalanced every quarter into the 5 best performing funds. The best performers get the highest weightings and the 3 worst performers are excluded.
  • 200% participation in index returns.
  • 5-year investment with 90% capital protection at final maturity date.
  • Daily secondary market liquidity.
  • This is a capital at risk investment product.
  • Minimum investment: €10,000.
  • Closing date: 12th December 2018.
  • This product is available to personal, pension, ARF/AMRF, Friends First SDIO & corporate investors.

 

WHY INVEST

For clients who are keen to protect their capital, whilst also generating the potential for investment growth, this bond provides a longer term investment option and aims to generate stable returns in a range of market conditions

img-adobe-logo Protected Best Select Bond V – Flyer
img-adobe-logo Protected Best Select Bond V – Brochure
img-adobe-logo Protected Best Select Bond V – Key Info Document
img-adobe-logo Protected Best Select Bond V – Target Market Document

 

Structured Investments

Brand Leaders Kick Out Bond III

The Brand Leaders Kick Out Bond III  is linked to 4 stocks with leading brands, selected for their ability to appreciate, their relatively attractive valuations and the defensive qualities they can provide.


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KEY FEATURES

  • Investment returns are linked to 4 leading brand stocks: CRH PLC , BASF SE, Cie Generale des Etablissements Michelin  and TOTAL SA
  • Potential returns of 11% p.a even if the underlying stocks have fallen by up to 10%.
  • 100% of capital returned if the 4 stocks are each equal to or above 50% of their Initial Price Level on the Final Valuation Date.
  • Additional protection feature: if any of the 4 stocks are above their Initial Price Level on the Final Valuation Date, 100% of capital is returned.
  • 5-Year investment with 9 potential opportunities to redeem every 6 months from year 1 onward.
  • This is a capital at risk investment product.
  • Minimum Investment: €10,000
  • Closing date: 14th December 2018
  • This product is available to personal, pension, ARF/AMRF, Friends First SDIO & corporate investors

WHY INVEST

For clients seeking to invest in leading brands and with an element of contingent capital protection, this bond provides a longer term option with the potential to redeem early, and can generate positive returns even if the stocks are flat or weaker by up to 10%.

img-adobe-logo Brand Leaders Kick Out Bond III- Flyer
img-adobe-logo Brand Leaders Kick Out Bond III – Brochure
img-adobe-logo Brand Leaders Kick Out Bond III – Key Info Document
img-adobe-logo Brand Leaders Kick Out Bond III- Target Market Document

Ethical Investing

September Green Effects Fund Factsheet

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.


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

This cost-efficient fund with a defined ethical investment focus offers you diversified exposure and aims to achieve long term capital growth.

Loan Note

Kilternan Cemetery Park

Kilternan Cemetery Park was developed as a joint venture between Tim Crowley and Park Developments Group and is a premium development in scenic parkland. A multi denominational cemetery, it is situated on a panoramic site of approximately 9 acres between the Enniskerry Road and the Rathmichael Road. The cemetery adheres to a unique set of standards in terms of headstone policy and service level.


Now Closed

KEY FEATURES

  • Fundraise: €5.25m
  • Term: 5 years (company may redeem after 3 years)
  • Coupon: 7% per annum
  • Security: first charge on assets of the company including 9-acre site in Kilternan
  • Minimum investment: €50,000

 

WHY INVEST

With a shortage of cemetery plots in the south county Dublin area and with an ageing demographic, this is a unique opportunity to invest in a premium development with significant potential for business.

This investment opportunity is now closed.

EIIS

Lough Gill Distillery (2017)

Lough Gill Distillery owns an 81-acre site on the shores of Lough Gill in County Sligo, featuring Hazelwood House, a paladian style 18th century mansion, and the old Saehan factory. In 2015 the company purchased significant stocks of the finest single malt whiskey and installed a bonded warehouse where it is currently maturing in a variety of casks.


Now Closed

KEY FEATURES

  • Fundraise: €4m to purchase distillery equipment and commission the plant during 2018
  • Term: 4 years
  • Minimum investment: €20,000

 

WHY INVEST

This is a tax efficient investment opportunity in a high growth whiskey business.

This investment opportunity is now closed.

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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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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