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.
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A LARGE DEGREE OF FLEXIBILITY:
Any asset class is eligible for the Instifolio: Stocks, ETFs, Bonds, Gold or Crypto etc.
The protection part (reference bond) can be chosen according to the investor’s preferences
The protection level can be chosen depending on your risk appetite, i.e. 80%, 90%, 100% 110%)
The maturity can be chosen (if 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
UNLOCK ADDITIONAL POWER WITH THE BENEFIT OF CAPITAL PROTECTION
Instifolio
Instifolios are the way asset managers can launch an investment product to make their trading strategies investible.
Instifolios provides a bankable, accessible and transparent securitized investment strategy in the format of a certificate to third parties worldwide.
Capital Protection*
The current market environment with rising rates and credit risks provides the opportunity to find 10-year zero bonds worth less than 60% of notional, leaving 40% or more for an allocation into the Instifolio, (while still getting back at least 100% of the initial investment at expiration).
Instifolio Protect
Instifolio Protect allows Investors with limited risk capacity to combine the needed explicit downside protection with the Instifolios of their choice.
Since there is no optionality, there is no limitation in terms of Instifolio strategy and components (unlike standard capital protected products or variable annuities).
*There is no guarantee, representation or warranty by the Issuer or any third party in respect of the Capital Protection. Investors bear the full credit risk in relation to the Reference Bond and its issuer as well as the credit risk in relation to the Derivative Counterparty. Investors should select the issuer of the Reference Bond with care.
Our Brochure
Information about the strategy, product examples, use cases, indicative risk levels and more.
Get Brochure
