Investing in stocks has traditionally been one of the best ways to provide long term growth of investment assets.
However, the tradeoff of owning these assets is the potential for loss and the need to stay invested. For investors who want portfolio protection and need portfolio growth, this can be a major issue. Market Linked Growth Notes can be a solution and offer the following:
Suitable for Growth and long term investors
Returns can be enhanced with upside leverage
Offer certain levels of downside protection
Provide confidence to invest in risk assets
Why consider Market Linked Growth Notes
Equity valuations are near historic highs
Looking for partial downside market protection
Looking to add capital to risk assets
Tax loss harvesting opportunities
Watch our Whiteboard video describing how these unique investments work.
How It Works
Participate in the Upside
When the Underlying market goes up, you can realize the full upside and possibly more
Protection against the Downside
When the market goes down, you will have protection against limited market declines
How to Invest
Our team at Claro Advisors is experienced in the structured note market and can be resource for investors looking for advice and access. Click here if you would like a member of our team to reach out to you.