AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF company info

What does AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF do?
AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:AZBL) focuses on providing investors exposure to the U.S. large-cap equity market while aiming to limit downside risk and offer a buffer against the first 20% of losses, based on the S&P 500 Index's performance over a specific period. This ETF strives to deliver more stable returns, particularly appealing to investors looking for equity exposure with a built-in risk management feature. The fund operates by holding a mix of options, equities, and other securities to achieve its investment objective. Its strategy revolves around a series of target outcomes, with the goal of buffering against predetermined levels of loss across different market environments. This innovative approach positions AZBL as a strategic choice for those looking to mitigate risk while participating in the potential growth of large-cap U.S. stocks.
AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF company media
Company Snapshot

Is AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF a public or private company?

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Ownership
Public

How many people does AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF employ?

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Employees
206

What sector is AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF in?

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Sector
ETF

Where is the head office for AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF?

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Head Office
Minneapolis, United States

What year was AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF founded?

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Year Founded
2020
What does AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF specialise in?
/Investment Management /Equity ETF /Risk Mitigation /Buffered Outcome /Financial Services /Annual Returns

What are the products and/or services of AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF?

Overview of AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF offerings
Potential for Capital Appreciation Capped at 20% (Gross): AZBL aims to track the return of the S&P 500 Index up to a gross (before fees) maximum of 20% for a defined period (typically one year ending in July). This means if the S&P 500 Index rises by 20% or less during that period, AZBL should deliver a similar return.
Downside Buffer of 20% (Net): AZBL also seeks to offer a buffer against potential losses in the S&P 500 Index. The net expense ratio (which accounts for fees) is factored in here. If the S&P 500 Index declines by no more than 20% during the defined period, AZBL aims to protect investors from those losses, returning their initial investment.
Focus on Large-Cap U.S. Stocks: AZBL invests in instruments designed to track the S&P 500 Index, which represents the performance of 500 large-capitalization companies listed on stock exchanges in the United States.
Active Management: Unlike a traditional S&P 500 Index ETF, AZBL uses an actively managed strategy to achieve its buffer objectives. This involves using financial instruments like options contracts to create the potential for capped upside and downside protection.
Defined Outcome Period (Typically One Year): The buffer protection and capped returns of AZBL apply for a specified period, typically one year ending in July. After that period, the ETF resets, and the buffer and cap features renew for the following defined outcome period.
Potential for Fees: As an actively managed ETF, AZBL likely has higher expense ratios compared to passively managed index-based ETFs that track the S&P 500 Index directly. These fees cover the costs of ongoing management and the use of options contracts to create the buffer and cap.