Our portfolio team, alongside David and Alistair, firstly determines a particular product design.
Leading global banks are then approached for best pricing on this particular product.
Our investment committee then vote to approve.
Finally, only after all of this, does the product go to our fund manager Catarina, for final approval and inclusion in the portfolio.
for upside exposure
in structured notes
to enhance yield
for increased upside
in structured notes
for near-term liquidity
A structured product is a pre-packaged investment where the pay-out rules — including how much, when, and under what market conditions — are clearly defined from the start.
It is created by bundling financial contracts, typically linked to the future performance of one or more stock-market indices or equities. Administration and custody services are included so the bundle trades as a single, investable security.
Notes can have terms of up to seven years, with the possibility of early maturity if the referenced indices reach or exceed a predetermined level. In such cases, the product pays back the initial capital along with any accrued coupons.
A capital protection barrier helps ensure the investment continues to generate returns, even if markets decline.
In simple terms, your return depends on how the selected index or basket of stocks performs over time. However, the outcome is defined in advance, providing clarity and downside protection at maturity.
Advisor to the Fund
Alistair is a financial markets specialist with 20+ years of experience in global banking and portfolio construction. He advises AWDR on structured product design to target stable 7% p.a. returns.
Advisor to the Fund
David is a finance and advisory expert with over 25 years of experience. He brings deep knowledge of structured products and helped develop UK market access for defined-return strategies.
Chief Investment Officer
Catarina leads AWDR’s asset management team and portfolio strategy. With degrees from Oxford and Harvard, she focuses on liquidity, risk control, and investor outcome alignment.
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The beauty of structured products is that once our
team has settled upon a portfolio, that portfolio can be ‘dropped’ into the last 25 years of equity markets to analyse exactly how it would have performed at any given point in history. Please see the below graph for a detailed look at the performance of our current portfolio, had it been established in the year 2000 and held until now.
Starting with €500k in 2000, this model portfolio of auto-callable structured notes was simulated in the Fund over a 25 year time horizon, where capital and coupons were immediately reinvested into new issues each time a note kicked out.
The navy line shows the Fund’s defined-return path, compounding steadily as coupons are recycled and capital redeployed; the light blue line tracked the MSCI World for comparison. Despite the dot-com crash, GFC and pandemic sell-offs, the strategy grew past €2.8m by 2024 – more than doubling the equity index- because early redemptions locked in gains and the capital protection barriers cushioned large drawdowns.
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All Weather Fund · Guiding Long-Term Capital Growth
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