SPBU

📎 Investment Objective

The AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) seeks to provide investors with exposure to a diversified portfolio of assets while aiming to limit downside risk through a built-in buffer against losses.

✨ Key Features

• Diversified multi-asset portfolio with a focus on risk management
• Provides a 15% buffer against losses through an options-based strategy
• Uncapped upside potential to participate in market gains
• Low expense ratio of 0.00%

⚠️ Primary Risks

• Market risk: The fund's value may fluctuate with changes in the overall stock market
• Concentration risk: The fund's performance may be heavily influenced by a small number of asset classes or investments
• Options-based strategy risk: The use of options may not always be successful in limiting downside risk
• Liquidity risk: The fund may have difficulty buying or selling certain investments in volatile market conditions

👤 Best For

SPBU may be suitable for investors seeking diversified exposure to a range of asset classes with a focus on downside protection. The fund's risk management approach and buffer against losses may appeal to investors with a moderate risk tolerance who want to participate in market upside while limiting potential losses.