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Offers downside protection
Potential to generate regular income
Improve the risk-return profile of your overall portfolio
Globally, the Structured Notes market is approximately $3T in size
With most major banks participating in their issuance, including Goldman Sachs, Morgan Stanley, JP Morgan, Bank of America, Citi among others.
What are Structured Notes and how do they work
Structured Notes are hybrid securities that are issued as debt, but whose outcomes are tied to the performance of an underlying stock.
Structured notes can be growth and/or income focused. Each individual income structured note pays a quarterly coupon, while providing downside protection.
Structured Notes are one of the most innovative options to come out since the mutual fund.
Why invest in income structured notes on Capital Holdings?
Portfolio of notes
Capital Holdings offers a portfolio of multiple income structured notes each referencing a single underlying stock.
Issued by major banks
Capital Holdings will only purchase Structured Notes from major, investment-grade banks such as Goldman Sachs, Morgan Stanley, JP Morgan, Citi, Bank of America, Vanguard, Merrill Lynch, among others.
Low minimums
Through Capital Holdings you can invest in a pool of income notes with as little as $15K. Typically you need $250K to purchase Structured Notes directly from their issuers.
Transparent selection process
Designed to ensure that the underlying stocks have technical and fundamental characteristics which are expected to minimize the likelihood of significant price decline.
Short durations
Investments typically range from 9-36 months.
Reduced reinvestment risk
Capital Holdings will reinvest called notes according to the reinvestment criteria. This reduces friction and ensures that your capital stays at work.