AUGZ

📎 Investment Objective

The TrueShares Structured Outcome (August) ETF (AUGZ) seeks to provide investors with exposure to the S&P 500 Index, while providing a buffer against the first 10% of losses and a cap on potential gains over a one-year outcome period.

✨ Key Features

• Structured outcome strategy with a 10% buffer against losses and a cap on gains over a one-year period
• Resets buffer and cap levels annually in August to provide ongoing exposure to the S&P 500 Index
• Designed to help manage risk and provide a defined outcome for investors
• Expense ratio of 0.00%

⚠️ Primary Risks

• Market risk: The fund's performance is tied to the performance of the S&P 500 Index, and it is subject to the general risks of the stock market
• Capped upside potential: The fund's potential gains are subject to a cap, which may limit the upside participation compared to a direct investment in the S&P 500 Index
• Outcome period risk: The fund's defined outcome parameters (buffer and cap) only apply at the end of the one-year outcome period, and investors who buy or sell shares during the period may experience different results
• Liquidity risk: As a new fund, AUGZ may have limited trading volume and liquidity, which could impact the ability to buy or sell shares at desired prices

👤 Best For

AUGZ may be suitable for investors seeking exposure to the S&P 500 Index with a level of downside protection and defined upside potential. It may be particularly appealing to those with a moderate risk tolerance who are looking to manage market volatility and limit potential losses. However, investors should carefully consider the fund's specific outcome parameters and risks before investing.