AllianzIM Announces New Upside Caps for January Series of U.S. Large Cap Buffered ETFs
After volatility dominated markets in 2022, incorporating risk mitigation tools into investor portfolios is paramount looking to the year ahead. The January series ETFs seek to match the share price returns of the SPDR S&P 500
Ticker |
Reference Asset |
Buffer1 |
Cap1 |
Outcome Period Start Date |
Outcome Period End Date |
JANT
AllianzIM |
SPDR S&P 500 |
10% Gross / 9.26% Net |
23.41% Gross / 22.67% Net |
|
|
JANW
AllianzIM |
SPDR S&P 500 |
20% Gross / 19.26% Net |
15.49% Gross / 14.75% Net |
|
|
SIXJ
AllianzIM |
SPDR S&P 500 |
10% Gross / 9.63% Net |
10.91% Gross / 10.54% Net |
|
|
“2022 was a challenging year for equities and fixed income products,” says
Offered at an annual expense ratio of 74 basis points, AllianzIM’s extensive suite of Buffered ETFs with six- and 12-month outcome periods provide the opportunity for investors to invest in ETFs with new Caps every month. The 12-month Outcome Period of the January series ETFs will be
“AllianzIM has a long history of equipping investors with the tools needed to navigate the ups and downs of the market cycle,” added Muench. “This remains our primary goal as we embark on another year of uncertainty in the markets.”
The AllianzIM Buffered ETFs seek to leverage AllianzIM’s core strengths, which include risk management experience and in-house hedging capabilities.
As part of
For more information on the AllianzIM Buffered ETF suite, please visit www.AllianzIMetfs.com.
1 Gross reflects the Cap and Buffer prior to taking into account the 0.74% expense ratio of the ETF while Net accounts for the expense ratio, but does not include brokerage commissions, trading fees, taxes and non-routine or extraordinary expenses. The Cap and Buffer experienced by investors may be different than the stated numbers. The funds’ website, at www.AllianzIMetfs.com, provides important fund information as well as information relating to the potential outcomes of an investment in the Fund on a daily basis.
2 AUM as of
Investing involves risk including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.
Investors may lose their entire investment, regardless of when they purchase shares, and even if they hold shares for an entire Outcome Period. Full extent of Caps and Buffers only apply if held for stated Outcome Period and are not guaranteed. The Cap may increase or decrease and may vary significantly.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus with this and other information about the Fund, please visit www.AllianzIMetfs.com or call 877.429.3837. Read the prospectus carefully before investing.
ETFs distributed by
About
AllianzIM, a wholly owned subsidiary of
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brett.weinberg@allianzlife.com
@AllianzLife
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