UniCredit launches second Fixed to Floater bond with leverage

UniCredit launches second Fixed to Floater bond with leverage

(Finance) – Bond issuance activity continues UniCredit in direct negotiationwith the aim of broadening the range of offerings with solutions that can meet the needs of investors who want to continue investing in the fixed income segment in a context of falling rates.

UniCredit presents the new UniCredit retail bond directly negotiable on the MOT and Bond-X market of the Italian Stock Exchangetherefore available to all investors, who will be able to trade it directly from their securities account regardless of the supporting bank.

The new UniCredit bond is characterized by a duration of 13 years and a mixed rate. In fact, it provides fixed annual coupons for the first two years, equal to 4.85% gross per year, while from the third to the thirteenth year the coupons are linked to the trend of the 3-month Euribor rate, with a participation factor of 200% and a cap at 4.85%. The 3-month Euribor reference rate is recorded on the second working day before the start date of each interest period.

The bonds were think from the perspective of those who want to continue investing at a variable rate despite the expected drop in rateswe read in a note. Analyzing the rate curve in Euro, it is easy to see how rates are expected to fall: this bond is therefore structured to pay fixed premiums in the first years and, when rates have fallen further, pay the three-month Euribor rate multiplied by positive participation. 200% participation allows you to be exposed to the trend of the 3-month Euribor rate and, at the same time, improve the interest rate you obtain, up to a maximum (cap) expected at 4.85% per year and a minimum (floor ) equal to 0%.

From November 15th to December 13thbased on market conditions and in line with the regulation of the reference market (MOT e
Bond-X), the bond will be offered on the MOT and Bond-X market at a price equal to 100% of the issue price.

The nominal value andminimum investment are equal to 1,000 euros. Liquidity on the market is guaranteed by UniCredit and it will therefore be possible to resell the bond before its natural maturity. The redemption value at maturity is equal to 100% of the nominal value, while during the life of the bond the price will follow market conditions and may be different from the nominal value.

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