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

Capital Protected US Innovative Leaders Bond 3

This is a 5-year investment linked to the US Innovative Leaders 5 Index, and offers unlimited return potential together with 100% capital protection.

 


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Unlimited return potential linked to the US Innovative Leaders 5 Index (The Index).
  • 200% Participation in Index returns with no cap or limit on returns.
  • 200% of Index returns are added to 100% of capital at maturity.
  • 100% Capital Protection at maturity is guaranteed by BNP Paribas (S&P’s A+ / Moody’s Aa3 / Fitch AA-).
  • Low Risk investment (SRI risk level 2 out of 7).
  • 5-year Investment Term.
  • Minimum Investment: €25,000.
  • Closing Date: 14th April 2023.

 

WHY INVEST

The Cantor Fitzgerald Ireland Capital Protected US Innovative Leaders Bond 3 offers diversified exposure to the Technological Innovation theme, and the fields of artificial intelligence, robotics, automotive innovation, healthcare innovation, data computing and the Internet of Things.

img-adobe-logo Capital Protected US Innovative Leaders Bond 3 – Flyer
img-adobe-logo Capital Protected US Innovative Leaders Bond 3 – Brochure
img-adobe-logo Capital Protected US Innovative Leaders Bond 3 – Key Info Document
img-adobe-logo Capital Protected US Innovative Leaders Bond 3 – Prospectus
img-adobe-logo Capital Protected US Innovative Leaders Bond 3 – Target Market Document

Structured Investments

Technology 85% Progressive Protection Bond

This is a low risk, flexible investment with no fixed investment term and offers daily liquidity and pricing. The product is redeemable daily at the option of the investor, and also callable daily by the issuer.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Dynamic investment strategy linked to The Fidelity Global Technology Fund, Invesco Physical Gold ETC and 2 leading bond funds.
  • Continuous upward only capital protection feature, ensures a minimum repayment of at least 85% of the highest Net Asset Value (NAV) ever achieved.
  • A flexible investment with daily liquidity & pricing, no fixed investment term.
  • 85% Max NAV protection is provided by Societe Generale (Moody’s A1 / S&P’s A / Fitch A).
  • Redeemable daily at the option of the investor, and also callable daily by the issuer.
  • Asset allocation strategy aims to generate stable returns in a range of market conditions.
  • This is a low risk investment (SRI Risk Score 2 out of 7) with 15% of capital at risk.
  • Minimum Investment: €25,000

 

WHY INVEST

The Technology 85% Progressive Protection Bond is designed to generate returns linked to an innovative multi-asset fund index, whilst ensuring a minimum protected value for investors. As the Bond’s Net Asset Value (NAV) goes up so does the capital-protected amount. The Bond provides investors with 85% capital protection of the highest daily Net Asset Value (NAV) it has ever reached.

img-adobe-logoTechnology 85% Progressive Protection Bond – Flyer
img-adobe-logoTechnology 85% Progressive Protection Bond – Brochure
img-adobe-logoTechnology 85% Progressive Protection Bond – Key Info Document
img-adobe-logoTechnology 85% Progressive Protection Bond
 – Prospectus
img-adobe-logoTechnology 85% Progressive Protection 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: €25,000.

 

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
img-adobe-logoESG 85% Progressive Protection Bond – January 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 ARF Pension Investors)
img-adobe-logo Structured Product Application Form – Private Clients (Corporate Investors)