Structured Products

As a multi-agency broker, Alpha Wealth provide exposure to an extensive range of personal, pension & company investment options, consisting of, but not limited to the below. Please contact us at nick@alphawealth.ie or dlooney@alphawealth.ie to discuss a more broad range of options

Global 85% Progressive Protection Bond

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

Brochure:

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Fore more information contact nick@alphawealth.ie or dlooney@alphawealth.ie

ESG 85% Progressive Protection Bond

Key Features:

  • Investment strategy linked to Robeco Sustainable Global Stars Equities Fund and Allianz Euro Credit SRI Fund
  • Continuous upward only capital protection feature
  • Low risk investment (SRI Risk Score 2 out of 7)
  • Open-ended ESG investment with daily liquidity & pricing
  • No fixed investment term
  • Intermediary Trail Commission of 0.5% p.a.
  • Guarantor: Société Générale (Moody’s A1 / S&P’s A / Fitch A)
  • Issuer: SG Issuer (flagship issuer of Société Générale)
  • Minimum investment:  €10,000

Brochure:

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Protected Innovative Technologies Bond

Key Features:

  • Unlimited return potential linked to 100 leading tech stocks (Nasdaq Yewno Global Innovative Technologies Ex Disputable Activities EUR ER 5% Index)
  • Final returns are added to 100% of capital invested at maturity
  • SRI risk level 3 out of 7
  • 5 Year 11 Month investment term
  • Intermediary upfront commission of 2.25%
  • Guarantor: BNP Paribas
  • Issuer: BNP Paribas Issuance B.V. (flagship issuer of BNP Paribas)
  • Minimum investment:  €10,000
  • Closing Date: 15th October 2021

Brochure:

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Global Leaders Kick Out Bond

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
  • 5 Year investment with 9 potential opportunities to redeem every 6 months from year 1 to the Final Valuation Date
  • This is a high risk investment (SRI risk level 6 out of 7)
  • Intermediary upfront commission of 2.25%
  • 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

Brochure:

Click here to view

BlackBee Watersedge Bond 2024

– Stable underlying income
– First Legal Charge over assets
– 3 year investment term
– 4.5% Per Annum Coupon

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