Top

INSTIFOLIOPROTECT

Capital Protected Investment Product

MISSION

TRUST

Instifolio by Chartered Investment. Get the benefit of 10 years of know-how and expertise.

CUSTOMIZABLE AND SCALABLE

Closing the gap between risky assets like stocks, ETFs or crypto currencies.

BANKRUPTCY REMOTENESS

There is no issuer risk as with a bank product, the sole credit risk comes from the Reference Bond.

Miminize your risk by adding protection

A great way to combine the capabilities of your investment strategy with a capital protection

YOUR BENEFITS
  
  • A LARGE DEGREE OF FLEXIBILITY:

    • Any asset class is eligible for the Instifolio active part: Stocks, ETF’s, Bonds, Fixed Income Assets, Funds, Gold or Crypto Assets...
    • The protection part (reference bond) can be chosen according to the investor’s preferences
    • The protection level can be chosen depinding of your risk appetite, i.e. 80%, 90%, 100% 110%..) 
    • The maturity can be chosen (as long as there are reference bonds of that maturity)
    • Performance based cash flows during the life of the product
    • Investments in all major currencies
  • BANKRUPTCY REMOTENESS:

    There is no issuer risk as with a bank product, the sole credit risk comes from the Reference Bond

  • GET IT ON THE BLOCKCHAIN

    Our investments can be issued as token on the Blockchain instead of a certificate through Clearstream

  • CUSTOMIZABLE AND SCALABLE

    The simple setup allows asset managers and investors to expand features according to their preferences

UNLOCK ADDITIONAL POWER WITH THE BENEFIT OF CAPITAL PROTECTION

Instifolio

THE ACTIVE PART

Your actively managed portfolio

Capital Protection

PROTECTION COMPONENT

Partial allocation of funds to a Reference Bond, wich:

  • is a zero-coupon bond
  • Or whose coupon streams are upfronted through derivatives

Instifolio Protect

COMBINATION OF INSTIFOLIO & CAPTIAL PROTECTION
  • One part of tinvestment amount is invested into the Protection Component and the Instifolio
  • The Instifolio component can be leveraged to allow a certain target exposure into performance bearing instruments
  • On Maturity Date, the investor receives at least the Capital Protection amount with upside participation of the Instifolio

Our Brochure

Information about the strategy, product examples, use cases, indicative risk levels and more.

Get Brochure