MARU

📎 Investment Objective

The AllianzIM U.S. Equity Buffer15 Uncapped Mar ETF seeks to provide investors with returns that track the S&P 500 Index, up to a stated Cap, while providing a buffer against the first 15% of losses over the outcome period.

✨ Key Features

• Provides exposure to the S&P 500 Index with a 15% buffer against losses over the outcome period
• Caps upside returns at a stated level to fund the downside protection
• Resets the buffer and cap on an annual basis, allowing for multiple outcome periods
• Designed to be held for the full outcome period to achieve the stated buffer and cap

⚠️ Primary Risks

• Market risk - The ETF's returns are tied to the performance of the S&P 500 Index, and it will be subject to the same market fluctuations
• Capped upside risk - The ETF's returns are capped at a stated level, limiting potential gains
• Outcome period risk - The ETF's buffer and cap only apply for the specific outcome period, and investors may experience losses outside of that period
• Liquidity risk - As a newer ETF, it may have lower trading volume and liquidity compared to more established funds

👤 Best For

This ETF may be suitable for investors seeking equity market exposure with a level of downside protection, who have a medium-term investment horizon and are comfortable with the stated cap on upside returns. It may be particularly appealing to more conservative investors or those nearing retirement who want to limit potential losses.