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

Global Leaders Kick Out Bond

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: €10,000.
  • Closing Date: 24th September 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 – Flyer
img-adobe-logo Global Leaders Kick Out Bond – Brochure
img-adobe-logo Global Leaders Kick Out Bond – Key Info Document
img-adobe-logo Global Leaders Kick Out Bond – Prospectus
img-adobe-logo Global Leaders Kick Out Bond – 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.
  • Low risk investment (SRI level 2).
  • Open-ended ESG investment with daily liquidity & pricing
  • No fixed investment term.
  • Guarantor: 85% Max NAV protection 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.

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

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 – September 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)