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OCTT ETF ANALYSIS

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OCTT ETF FUNDAMENTALS
OCTT ETF PERFORMANCE

OCTT ISSUER

Allianz Investment Management LLC is the issuer behind the OCTT ETF. As an innovative investment management firm, Allianz IM aims to provide investors with unique market strategies and solutions. The firm specializes in creating and managing exchange-traded funds (ETFs) that utilize FLEX Options to offer investors tailored exposure to market outcomes while incorporating risk mitigation mechanisms. With a commitment to delivering investment options that align with market conditions, Allianz IM strives to offer diversified strategies that cater to investors' diverse financial goals.

OCTT DIVIDEND

The OCTT ETF employs a buffered strategy aimed at replicating the share price returns of the SPDR® S&P 500 ETF Trust (SPY) over a specific one-year period from October 1 to September 30. This approach involves a maximum upside percentage return (Cap) and a downside buffer against the initial 10% of losses. The ETF primarily invests in Flexible Exchange Options (FLEX Options) tied to the performance of the Underlying ETF, seeking to provide investors with outcomes that reflect market conditions, yet it does not directly involve dividend payments from the Underlying ETF.

OCTT TRACKING

The OCTT ETF employs a buffered strategy to closely replicate the share price returns of the SPDR® S&P 500 ETF Trust (SPY) over a specified one-year Outcome Period, from October 1 to September 30. The fund seeks to achieve this outcome by utilizing FLEX Options referencing the SPY ETF. This approach provides investors with the potential to capture gains up to a set Cap, while also providing a downside buffer against the initial 10% of losses in the SPY ETF's share price. The OCTT ETF's investment objective focuses on precise tracking of the SPY ETF's performance, enhancing its appeal to investors aiming for tailored exposure to the S&P 500 Index.

OCTT CORRELATION

The OCTT Fund employs a buffered strategy that aims to align its share price returns with those of the SPDR® S&P 500 ETF Trust (SPY) over a designated one-year period, with a capped upside return and a downside buffer against initial losses. By utilizing FLEX Options referencing the Underlying ETF, OCTT seeks to maintain a correlation with the performance of SPY. However, due to factors such as fees, expenses, and market conditions, the extent of correlation might vary, potentially impacting the alignment of returns between OCTT and SPY.

OCTT SECTOR

The OCTT ETF employs a buffered strategy to mirror the price returns of the SPDR S&P 500 ETF Trust (SPY) over a specified one-year period. By utilizing Flexible Exchange Options (FLEX Options) referencing the SPY, OCTT seeks to provide investors with exposure to the U.S. large cap equity securities sector. Through these customized options contracts, OCTT aims to offer outcomes that align with fluctuations in the sector's performance, with a designed buffer against initial losses and a capped maximum return.

OCTT EXPOSURE

The OCTT Fund employs a buffered strategy to match the share price returns of the SPDR® S&P 500 ETF Trust (the Underlying ETF) over a specified one-year period, subject to a maximum percentage return cap and a downside buffer. The Fund achieves its exposure through FLEX Options that reference the Underlying ETF, providing investors with a structured approach to gain market exposure while mitigating potential losses. By utilizing this strategy, the OCTT ETF offers a unique investment approach for those seeking exposure to the S&P 500 Index with risk mitigation measures.

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FREQUENTLY ASKED QUESTIONS

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