New Products
Here you will find the latest investment products on the market, many of which are available for both pension and non-pension investment. If there is a product listed that is of interest, please contact us for further details and to schedule a financial review to ensure the product is suitable for your needs. The listing of a particular product should not be construed as a recommendation. You should complete a financial review with your financial advisor prior to making a decision on a particular product or products.
Bespoke Investments - Precious Metals & Commodities Bond
The bond offers exposure to a mixed basket of precious metals and commodites. Capital protection is provided by Ulster Bank Ireand Ltd. There is no cap on investment returns.
This bond tracks the following indices:
Basket Weighting | Index | Exchange | Bloomberg Ticker Code |
| 20% | SPDR Gold Trust | New York | GLD UP Equity |
| 20% | iShares Silver Trust | New York | SLV UP Equity |
| 60% | DJUBS Commodity TR Index | New York | DJUBSTR Index |
There are three variations of this bond.
- Short term 2yrs 11 months with 90% capital protection and 100% participation rate.
- Medium term 4yrs 11 months with 100% capital protection and 110% particpation rate.
- Medium term split deposit option, with 25% lodged in a 12 month fixed term deposit account attracting 7% gross interest. The investment portion will have 100% capital protection and 80% particpation rate.
Dolmens - Global Brands Bond
Key features:
- A choice of 100% or 90% Capital Security provided by Ulster Bank Ireland ( Rated A2**).
- A choice of 200% or 400% of the stock baskets average growth*.
- A short investment term of 3 years 11 Months.
- A basket of 10 Blue Chip Global Brand Leaders, carefully selected by Dolmens research team, including:
Coca Cola | BMW | McDonald's | Unilever | Intel |
Vodafone | Diageo | Proctor & Gamble | Siemens | GlaxoSmithKline |
- There is a cap of 20% on gains on each stock, the average of the basket returns are then either Doubled or Quadrupled.
- The final returns are averaged over the last 6 months to protect investors from potential market volatility at maturity.
Greenman - Accelerate Fund
Launched in late March 2009, the Greenman AUTO Fund was created to provide investors with an investment whose returns are provided by the fund's annual rental income surpluses. The fund's portfolio consists of purpose built properties let to tenants who are dominant players in Germany's most iconic industry; the automobile industry.
By March 2012 the fund targets to hold €8M of investor equity with up to €27M of non recourse finance to build / purchase up to 13 Auto Repair Centres across Germany.
Fundraising is on target and the fund now consists of six properties with a total lettable area of 10,291 sqm, generating monthly rental income of €76,250. Tenants include CarGlass (part of worlds largets glass replacement company), Conoco Jet (worlds 5th largest energy company), Cosy Wasch (Germany's leading car wash company) and Reifen (Germany's largest tyre discounter).