AllianzIM Launches Two New Buffered ETFs that Hedge the S&P 500 Exposure
Latest ETFs expand access for investors looking for risk mitigation in portfolios after volatile 2022
The February series is the latest expansion of AllianzIM’s
Ticker |
Reference Asset |
Buffer1 |
Cap1 |
Outcome Period Start Date |
Outcome Period End Date |
FEBT
AllianzIM |
SPDR S&P 500 |
10.00% Gross/ 9.26% Net |
19.79% Gross/ 19.05% Net |
Feb.1, 2023 |
|
FEBW
AllianzIM |
SPDR S&P 500 |
20.00% Gross/ 19.26% Net |
13.24% Gross/ 12.50% Net |
Feb.1, 2023 |
|
The performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
Returns less than one year are cumulative. Investors cannot directly invest in an index.
According to Allianz Life’s Q4 Quarterly Market Perceptions study, nearly two in three Americans (64%) say they would rather have their money sit in cash than endure market swings2. AllianzIM’s expanded lineup allows weary investors to remain invested through market drops.
“Our Buffered ETFs make it easier for investors sitting on cash to get back into the market without jumping head first into the deep end,” says
Offered at an expense ratio of 74 basis points, AllianzIM’s extensive suite of Buffered ETFs is offered with six and 12-month Outcome Periods. The 12-month Outcome Period of the February series ETFs will be
2022 provided few places to hide from volatility as the S&P 500 ended at -19.44%. However, the AllianzIM
“The Allianz team is passionate about supplying investors with the tools needed to navigate volatility and manage risk,” says
The AllianzIM Buffered ETFs seek to leverage AllianzIM’s core strengths, which include risk management experience and in-house hedging capabilities. As part of one of the largest asset management and diversified insurance companies in the world, AllianzIM, with AUM of
Offering a new way to help investors seek to mitigate risk and reduce volatility, these Buffered ETFs complement Allianz Life’s suite of annuity and life insurance products.
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.
2Allianz Life conducted an online survey, the 2022 Q4 Quarterly Market Perceptions Study in
Investing involves risk including possible loss of principal.
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.
The Funds seek to deliver returns that match, at the end of a specified one-year or six-month period (outcome period) the share price returns of the SPDR S&P 500
There is no guarantee the funds will achieve their investment objectives. You may lose your entire investment, regardless of when you purchase shares, and even if you hold shares for an entire Outcome Period. The Fund may not be suitable for all investors.
About
AllianzIM, a wholly owned subsidiary of
About
ETFs distributed by
View source version on businesswire.com: https://www.businesswire.com/news/home/20230201005707/en/
(763) 765-7160
brett.weinberg@allianzlife.com
@AllianzLife
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