Gefion Capital AG Launches New Gold Investment Note
Scottsdale, Arizona and Zurich, Switzerland – January 10, 2024 – Gefion Capital AG, an independent asset manager, has recently launched a new investment product targeting non-US investors. The Monetary Metals® Diversified Gold Income Note aims to deliver a 6% to 8% net return on gold through investments in Monetary Metals’ gold leases and gold bonds.
The note, which is domiciled in Luxembourg, has received approval from Swiss regulator FINMA and is now open for subscriptions until January 26. It is only available to qualified, non-US investors, with a focus on European and Middle Eastern clientele.
Heini Beretta, a seasoned financial professional with over 25 years of experience, will serve as the note’s portfolio manager and investment advisor. Beretta expressed his confidence in the product, stating, “Gold has traditionally been a fundamental component in Swiss portfolios given its unique qualities during credit crises. I am proud to bring this groundbreaking security to the market.”
The note is priced in gold, with 100% of its principal denominated in gold and accruing interest on gold. It earns its return by leasing and lending gold to a portfolio of gold-related businesses through the Monetary Metals Gold Yield Marketplace™. The gold collateral backing the note is held by a Special Purpose Vehicle (SPV), with no financial leverage and returns derived from credit risk and liquidity premia.
Monetary Metals CEO Keith Weiner commented on the launch, stating, “This product marks yet another company milestone. The note brings new capital to our Gold Yield Marketplace™ and accelerates our growth.”
Interested parties can find more information on the note, including ISIN and Bloomberg codes, at www.mmdgin.com or by contacting Heini Beretta at hb@gefioncapital.com.
About the Note:
The Monetary Metals® Diversified Gold Income Note is a private placement that offers a yield on gold, paid in gold, to investors. It is priced in gold and keeps 100% of its principal denominated in gold, with interest accruing on gold. The note earns its return by leasing and lending gold to a portfolio of gold-related businesses through the Monetary Metals Gold Yield Marketplace™. A Special Purpose Vehicle (SPV) holds the gold collateral backing the note, with no financial leverage and returns derived from credit risk and liquidity premia. Interested parties can download the teaser at www.mmdgin.com or contact the portfolio manager at hb@gefioncapital.com.
About the Portfolio Manager:
Heini Beretta has over 25 years of experience in the financial services industry, with a focus on risk and portfolio management of complex securities and alternative strategies. He holds various certifications and has worked for major financial institutions such as Chase Manhattan, JPMorgan, and GAM multi-manager group.
About Monetary Metals:
Monetary Metals® is Unlocking the Productivity of Gold™ by offering a Yield on Gold, Paid in Gold® to investors, and Gold Financing, Simplified™ to gold-using businesses. The company also provides market analysis and proprietary charts, such as the gold forward rate, to gold investors and gold-utilizing businesses worldwide.
Contact:
For more information, please contact press@monetary-metals.com, joe@josephfinora.com, or call +1-646-653-9729.
About Gefion Capital AG:
Gefion Capital AG is an Independent Asset Manager focused on providing added value to clients. The company is owned and managed by two Partners with over 20 years of experience in Private Banking and Asset Management. Gefion Capital AG is a FINMA licensed, prudential supervised portfolio manager and member of OSFIN. It is also affiliated with the Financial Services Ombudsman (OFD). Gefion Capital AG is responsible for portfolio management on behalf of the note.
Contact:
GEFION CAPITAL AG
mail@gefioncapital.com
+41 79 221 87 19
Derick is an experienced reporter having held multiple senior roles for large publishers across Europe. Specialist subjects include small business and financial emerging markets.