AllianzIM Expands Buffered ETF Suite with Latest International Fund and Seven New Quarterly-Reset Strategies
The rollout features a new international Uncapped Buffered ETF and quarterly-reset, single-ticker buffers providing exposure to
The latest funds include:
-
AllianzIM
U.S. Equity Buffer5 ETF (QBSV) — Seeks a 5% downside buffer over three months with 1:1 upside to a cap, referencing the SPDR® S&P 500®ETF Trust (SPY). -
AllianzIM Growth-100 Buffer5 ETF (QBQV) — Seeks a 5% downside buffer over three months with 1:1 upside to a cap, referencing the
Invesco QQQ Trust (QQQ). -
AllianzIM Growth-100 Buffer15 ETF (QBQF) — Seeks a 15% downside buffer over three months with 1:1 upside to a cap, referencing the
Invesco QQQ Trust (QQQ). - AllianzIM Small Cap Buffer5 ETF (QBKV) — Seeks a 5% downside buffer over three months with 1:1 upside to a cap, referencing the iShares Russell 2000 ETF (IWM).
- AllianzIM Small Cap Buffer15 ETF (QBKF) — Seeks a 15% downside buffer over three months with 1:1 upside to a cap, referencing the iShares Russell 2000 ETF (IWM).
- AllianzIM International Equity Buffer5 ETF (QBIV) — Seeks a 5% downside buffer over three months with 1:1 upside to a cap, referencing the iShares MSCI EAFE ETF (EFA).
- AllianzIM International Equity Buffer15 ETF (QBIF) — Seeks a 15% downside buffer over three months with 1:1 upside to a cap, referencing the iShares MSCI EAFE ETF (EFA).
- AllianzIM International Equity Buffer15 Uncapped Apr ETF (ARLI) — As the latest addition to the AllianzIM Uncapped Buffered suite, ARLI offers broad international equity and asset exposure via the iShares® MSCI EAFE ETF (EFA) and seeks to reduce the impact of market drawdowns with a 15% downside buffer with uncapped upside beyond a spread over a 1 year outcome period.
“As market leadership continues to diverge, volatility persists, and investors reassess the AI trade, staying invested can feel more daunting,” said
“At AllianzIM, we are committed to designing risk-management solutions to fit the changing needs of investors,” said
ARLI, QBSV, QBQV, QBQF, QBKV, QBKF, QBIV and QBIF all utilize the core strengths of AllianzIM, 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 (
To learn more about the funds, visit www.allianzIMetfs.com.
Investing involves risk, including possible loss of principal. For more information on investment objectives, risks, charges, and expenses, please visit www.allianzIMetfs.com or call 877.429.3837. Investors should read the prospectus carefully before investing. There is no guarantee the funds will achieve their investment objectives, and investors may lose their entire investment. Holding Fund Shares for the entire Outcome Period is necessary to achieve the target outcomes.
The Buffered ETFs’ investment strategies are different from more typical investment products, and the funds may be unsuitable for some investors. It is important that investors understand the investment strategy before making an investment. For more information regarding whether an investment in the funds is right for you, please see the prospectus including “Investor Considerations.”
The returns may only be realized if investors are holding shares at the beginning of the Outcome Period and continue to hold them on the last day of the Outcome Period. If an investor purchases shares after the Outcome Period has begun or sells shares prior to the Outcome Period’s conclusion, he/she may experience investment returns very different from those that the Funds seeks to provide. Full extent of Caps, Spreads, and Buffers only apply if held for stated Outcome Period. There is no guarantee that the Cap or Spread will remain the same after the end of the Outcome Period. The Cap or Spread may increase or decrease and may vary per Series.
The spread cost represents the upside performance a shareholder forgoes in return for the downside risk mitigation provided by the buffer. Any upside performance as measured at the end of the outcome period will be reduced by the spread cost and management fee. The fund's performance will not reflect the entirety of any upside performance of the reference asset.
The reference asset (e.g., SPY, QQQ, IWM, EFA) is used solely to determine the fund’s outcome. The fund does not invest directly in the reference asset.
FLEX Options Risk: The Fund will utilize FLEX Options issued and guaranteed for settlement by the
ETFs are distributed by
For additional information, please visit www.allianzIMetfs.com.
About
View source version on businesswire.com: https://www.businesswire.com/news/home/20260401370051/en/
Media Contact
763.765.7160
Brett.Weinberg@allianzlife.com
Source: