AllianzIM Adds OCTI to International Uncapped Buffered ETF Lineup
AllianzIM International Equity Buffer15 Uncapped Oct ETF combines a 15% downside buffer with uncapped upside potential
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Allianz Investment Management LLC (AllianzIM), a wholly owned subsidiary of Allianz Life Insurance Company of North America (Allianz Life), a registered investment adviser and adviser to AllianzIM exchange-traded funds (ETFs), today announced the expansion of its Buffered ETF lineup with the launch of the AllianzIM International Equity Buffer15 Uncapped Oct ETF (OCTI), a new strategy seeking to provide investors with an additional entry point to maintain international equity exposure while managing downside risk.
As the fourth addition to the AllianzIM International Uncapped Buffered suite, OCTI offers broad international equity and asset exposure through the iShares MSCI EAFE ETF (EFA) and seeks to reduce the impact of market drawdowns with a 15% downside buffer, while providing uncapped upside potential beyond a predetermined spread over a 12-month outcome period beginning October 1, 2026.
“As investors look beyond U.S. equities, international markets can play an important role in a diversified portfolio, but they also bring a different set of risks,” said Charles Champagne, CEO and Head of ETFs at AllianzIM. “OCTI provides access to developed international equities with a strategy that seeks to help manage downside risk while maintaining the potential for upside participation.”
OCTI utilizes the core strengths of AllianzIM, including its risk management experience and in-house portfolio management capabilities. As part of one of the largest asset management and diversified insurance companies in the world (Allianz SE), AllianzIM leverages capabilities from a proprietary hedging platform used among affiliates to help manage more than $165.8 billion in hedged assets for institutional and retail investors around the globe as of December 31, 2025. Offering another way to help investors mitigate risk and reduce volatility, this ETF advised by affiliate AllianzIM complements the Allianz Life suite of annuity and life insurance products.
To learn more about the fund, visit www.allianzIMetfs.com.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the fund, please call 877.429.3837. Read the prospectus or summary 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.
Investment strategies, such as diversification, do not ensure a profit or protect against loss.
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., 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 Options Clearing Corporation (“OCC”). The Fund bears the risk that the OCC will be unable or unwilling to perform its obligations under the FLEX Options contracts. In the unlikely event that the OCC becomes insolvent or is otherwise unable to meet its settlement obligations, the Fund could suffer significant losses. FLEX Options are customized equity or index options contracts that trade on an exchange, but provide investors with the ability to customize key contract terms like exercise prices, styles, and expiration dates. An options contract is an agreement between a buyer and seller that gives the purchaser of the option the right, but not the obligation, to buy (in the case of a call option), or to sell (in the case of a put option), a particular asset at a specified future date at an agreed upon price (commonly known as the “strike price”).
New Fund Risk: The Fund is a recently organized investment company with a limited operating history.
Foreign Market risk: The Underlying ETF has exposure to securities of Asia, Australasia, Europe and Japanese issuers. The countries economies may be subject to considerable degrees of economic, political and social instability, which could have a negative impact on securities.
Allianz Investment Management LLC (AllianzIM), a wholly owned subsidiary of Allianz Life Insurance Company of North America (Allianz Life), is a registered investment adviser and adviser to AllianzIM ETFs. AllianzIM and Allianz Life are a part of Allianz SE.
ETFs are distributed by Foreside Fund Services, LLC. Allianz Investment Management LLC and Allianz Life Insurance Company of North America are not affiliated with Foreside Fund Services, LLC.
A market drawdown is the peak-to-trough decline in the value of an investment, fund, or entire market before it recovers to a new high.
About Allianz Investment Management LLC
Allianz Investment Management LLC (AllianzIM) is an investment manager specializing in risk management strategies and innovative investment solutions. As a wholly owned subsidiary of Allianz Life Insurance Company of North America, AllianzIM leverages its extensive risk management expertise and proprietary hedging capabilities to deliver value to investors seeking downside risk mitigation and market participation.
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