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. Total sales reached €150m in the 12 months to end of December 2018. Cantor Fitzgerald was announced winner of the “Best Distributor, Ireland” category at the Structured Products & Derivatives Awards 2018 (SRP Awards). This prestigious award reflects our role as a premier investment firm and our commitment to the structured product market. For details on our product maturities please click here.

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

4.50% Fixed Income Bond

The bond is a 4-year investment which pays out a 4.50% annual fixed income payment.


VIEW INVESTMENT BROCHURE

KEY FEATURES

  • 4.50% fixed Income is paid out each year
  • 4-year investment term (18% in total income paid out over the term)
  • 100% of capital returned at maturity if Smurift Kappa Group Plc and Rio Tinto Plc are equal to or above 50% of their Initial Price Level on the Final Valuation Date
  • Closing Date: 31st May 2019
  • Guarantor: Societe Generale  (Moodys’ A1/ S&P’s A/ Fitch A+)

 

WHY INVEST

Returns are linked to the performance of 2 stocks: Smurfit Kappa Group Plc and Rio Tinto PLC, both of which have been selected from our core portfolio stock recommendations. We believe these 2 stocks have strong market positions and long-lasting competitive advantages within their respective industries.

img-adobe-logo  4.50% Fixed Income Bond – Brochure
img-adobe-logo  4.50% Fixed Income Bond – Key Info Document
img-adobe-logo  4.50% Fixed Income Bond – Target Market Document

Structured Investments

Irish Kick Out Bond II

The Irish Kick Out Bond II is a 5-year investment with the potential to redeem every 6 months from year 1 to the Final Valuation Date


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Potential returns of up to 9.0% p.a
  • Returns are linked to 4 Irish Stocks: CRH PLC (CRH ID), Smurfit Kappa Group PLC (SKD ID), Kingspan Group Plc (KSP ID) and Ryanair Holdings PLC (RYA LN)
  • 90% Kick Out Level
  • 50% Protection Barrier at maturity
  • 5-Year investment with 9 potential opportunities to redeem every 6 months from year 1 to the final valuation date
  • This is a capital at risk investment product
  • Minimum investment: €10,000
  • Closing date: 10th May 2019

 

WHY INVEST

These 4 Irish companies have strong market positions and long lasting competitive advantages within their respective industries. Ireland is currently the fastest growing economy within the European Union with a GDP growth rate of 4.9% and has gone from strength to strength in the past few years.

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

 

Structured Investments

Oil & Gas Kick Out Bond V

The Oil & Gas Kick Out Bond V is a 5-year investment and is linked to the performance of 4 blue chip oil and gas stocks: Royal Dutch Shell, Exxon Mobil Corp, BP and Total SA.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Potential returns of up to 9.50% p.a
  • Returns are linked to 4 stocks: Royal Dutch Shell PLC (RDSA NA), Exxon Mobil Corp (XOM UN), BP PLC (BP/LN) and Total SA (FP FP).
  • 90% Kick Out Level
  • 50% Protection Barrier
  • 5-Year investment with 9 potential opportunities to redeem every 6 months from year 1 to the final valuation date.
  • This is a capital at risk investment product.
  • Minimum investment: €10,000
  • Closing date: 14th June 2019

 

WHY INVEST

The bond continues to match our investment philosophy of providing clients with capital protection whilst also offering the ability to generate investment growth over a fixed period.

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  Oil and Gas Kick Out Bond V – Flyer
img-adobe-logo  Oil and Gas Kick Out Bond V- Brochure
img-adobe-logo  Oil and Gas Kick Out Bond V – Key Info Document
img-adobe-logo  Oil and Gas Kick Out Bond V – Target Market Document

 

Structured Investments

US $ Capital Protected Dividend Aristocrats Bond IV

The US $ Capital Protected Dividend Aristocrats Bond IV is 3-year 11-month investment, with returns linked to the performance of the S&P 500 Dividend Aristocrats Daily Risk Control 8% Index USD.


VIEW INVESTMENT SUMMARY

KEY FEATURES

  • Returns are linked to the S&P 500 Dividend Aristocrats Daily Risk Control 8% Index USD
  • Capital appreciation potential of Blue Chip US companies that have increased dividends consecutively every year for at least 25 years
  • Dividends are also included in the index returns
  • Provides a choice of 80% participation (Option A) or 200% participation (Option B) in the index final averaged returns
  • The index has a risk control mechanism which provides up to 150% exposure to the underlying Dividend Aristocrats stocks
  • 100% & 90% capital protection options at Final Maturity Date guaranteed by Societe Generale (Moody’s A1/ S&P’s A/ Fitch A+)
  • Returns are added to the capital protected amount at maturity (10% of capital is at risk in Option B)
  • 3-Year 11-month Investment in US $ dollars with daily secondary market liquidity
  • Minimum Investment amount: $10,000 USD
  • Closing Date: 22nd May 2019

 

WHY INVEST

This bond is aimed at protecting capital in US dollars whilst also generating the potential for investment returns and dividend growth in US dollars.

img-adobe-logo US $ Capital Protected Dividend Aristocrats Bond IV – Flyer
img-adobe-logo US $ Capital Protected Dividend Aristocrats Bond IV – Brochure
img-adobe-logo Key Info Document for A Option A/100% capital protection at final maturity
img-adobe-logo Key Info Document for Option B/90% capital protection at final maturity
img-adobe-logo US $ Capital Protected Dividend Aristocrats Bond IV – Target Market Document

Structured Investments

Protected Best Select Bond 8

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


VIEW INVESTMENT SUMMARY

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: 5th June 2019.
  • 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 8 – Flyer
img-adobe-logo Protected Best Select Bond 8 – Brochure
img-adobe-logo Protected Best Select Bond 8 – Key Info Document
img-adobe-logo Protected Best Select Bond 8 – Target Market Document

 

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)