Structured Investments

Cantor Fitzgerald is a market leader in the provision of structured investments to a wide range of investor groups including personal, pension, corporate, charity and credit unions. These packaged investment strategies offer potentially higher yields than actual market returns.

Our Investment Philosophy
Combining the protection of capital with the ability to generate investment growth are the two core pillars of our investment philosophy. It is through our relationships with A rated financial institutions that we create a range of innovative structured products based on interest rates, equity themes, sectors and regions, leveraging the expertise within our local and global research teams when selecting underlying assets and structures.

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.


VIEW INVESTMENT SUMMARY

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
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Protected Robotics & Automation Bond – Prospectus
img-adobe-logoProtected Robotics & Automation Bond – Target Market Document

Structured Investments

Protected Stoxx Global ESG Leaders Bond II

This is a 5-year investment with returns linked to the Stoxx Global ESG Leaders Diversification Select 50 Index and offers potential returns of up to 50% with 80% capital protection at maturity.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Potential returns of up to 50% linked to the Stoxx Global ESG Leaders Diversification Select 50 Index.
  • At least 100% of investor capital is returned at the Final Maturity Date if the index is flat or positive.
  • Low risk investment (SRI level 2).
  • 5-year investment term.
  • Guarantor: 80% Capital Protection at Maturity is provided by Societe Generale (Moody’s A1 / S&P’s A / Fitch A).
  • Issuer: SG Issuer (the flagship issuer of Societe Generale).
  • Minimum investment: €10,000
  • Closing date: 16th April 2021

WHY INVEST

ESG factors are increasingly integral to assessing the quality of a company and the sustainability of an investment. This bond provides access to global sustainability leaders across a number of sectors.

img-adobe-logoProtected Stoxx Global ESG Leaders Bond II- Flyer
img-adobe-logoProtected Stoxx Global ESG Leaders Bond II – Brochure
img-adobe-logoProtected Stoxx Global ESG Leaders Bond II – Key Info Document
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Protected Stoxx Global ESG Leaders Bond II – Prospectus
img-adobe-logoProtected Stoxx Global ESG Leaders Bond II – 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.

 


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
  • 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 – April Factsheet

Target Market

Cantor Fitzgerald’s range of structured product is designed to offer investors access to a portfolio covering differing asset classes, payoff structures and maturity profiles. Whilst our products are available to a wide range of investor groups, we recognise that within these groups the products are designed to meet the needs of specific investors. This is known as the “target market”. Investors should consider the information contained within the below target market document, which is also contained in the product brochure, when assessing if the investment is right for you, and if you are therefore inside the intended target market.

 

 

Applications Forms

img-adobe-logo Structured Product Application Form – Private Clients (Personal Investors)
img-adobe-logo Structured Product Application Form – Private Clients (ARF AMRF Pension Investors)
img-adobe-logo Structured Product Application Form – Private Clients (Corporate Investors)