GROWTH ACCUMULATION
Winterleaf Growth Note
ISIN: XS2592020510 (Pershing, Stonex, Axos approved) Bloomberg Listed
The Growth Note is designed for long-term capital appreciation through allocations backed by U.S. life insurance portfolios. Custody, audit, trustee oversight, and independent valuation are provided by Bank of New York Mellon, Deloitte, Ocorian, and NAV Consultants, ensuring full transparency and confidence for advisors and their clients.
Overview
Objective
Seeks to deliver non-correlated growth through structured allocations administered within a fully institutional framework. Returns are linked to policy maturities over time, offering a steady complement to traditional holdings.
Reasons to Consider
Non-Correlated
Provides access to an allocation whose performance is distinct from equities, bonds, and property cycles.
Portfolio Balance
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Adds diversification and long-term consistency to client portfolios.
Institutional Access
Supported by custody (Bank of New York Mellon), audit (Deloitte), trustee services (Ocorian), and valuation (NAV Consultants).
INCOME DISTRIBUTION
Winterleaf Income Note
ISIN: XS2592020601 (Pershing, Stonex, Axos approved) Bloomberg Listed
The Income Note is designed to provide predictable, semi-annual distributions through allocations backed by U.S. life insurance portfolios. Built for clients seeking steady income, this strategy is administered within the same institutional framework of custody, audit, trustee oversight, and valuation.
Overview
Objective
Seeks to deliver stable, non-correlated yield through structured allocations, offering financial professionals and their clients reliable income streams.
Reasons to Consider
Non-Correlated
Performance is distinct from traditional financial cycles, making it a complementary allocation.
Predictable Income
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Semi-annual cash flows designed to support portfolio planning.
Institutional Access
Backed by Bank of New York Mellon (custody), Deloitte (audit), Ocorian (trustee oversight), and NAV Consultants (valuation).