OCTU

📎 Investment Objective

The AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) seeks to provide investors with a buffer against the first 15% of losses in the S&P 500 Index over a one-year period, while providing upside exposure to the S&P 500 Index with no cap.

✨ Key Features

• Provides a 15% buffer against losses in the S&P 500 Index over a one-year period
• Offers uncapped upside exposure to the S&P 500 Index
• Resets the buffer and upside exposure annually in October
• Utilizes a portfolio of FLEX Options to achieve its investment objective

⚠️ Primary Risks

• Market risk: The value of the ETF's shares will fluctuate with changes in the value of the S&P 500 Index
• Options risk: The use of FLEX Options exposes the fund to the risks of the options market, including potential losses beyond the 15% buffer
• Liquidity risk: The FLEX Options used by the fund may have limited liquidity, which could impact the fund's ability to achieve its investment objective
• Concentration risk: The fund's investments are concentrated in the S&P 500 Index, which may increase its vulnerability to factors affecting that index

👤 Best For

OCTU may be suitable for investors seeking equity market exposure with a level of downside protection, who are willing to hold the investment for at least one year to benefit from the buffer and upside participation. Investors should have a moderate to high risk tolerance and understand the risks associated with options-based strategies.