JULU
+1.24 · +4.34%
$29.84 · BATS

Allianzim U.S. Equity Buffer15 Uncapped Jul ETF (JULU) ETF Analysis | Defined Outcome

AllianzIM · USA
AUM:$146.1M
#– of – in Defined Outcome ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 12.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.74% — moderate cost. Consider how fees compound over long holding periods.

What is JULU?

Under normal market conditions, the fund invests at least 80% of its net assets in instruments with economic characteristics similar to U. Specifically, the Advisor intends to invest substantially all of its assets in FLexible EXchange Options that reference the underlying ETF.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
JULU returned 12.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.74%. Consider how fees compound over a long holding period.
ETF Information
AUM$146.1M
Expense Ratio0.74%
Dividend Yield0.00%
Holdings1
Inception DateJun 2024
Domicile–
Distribution–
Index–
ProviderAllianzIM
Beta–
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact

How would JULU affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.5%
1Y
+14.4%
3Y
+29.9%
5Y
+29.9%
OpenBook InsightIf you had invested £10,000 in JULU 5 years ago, it would have grown to £12,994 — a gain of £2,994.

Annual Returns

Calendar year performance

JULU delivered positive returns in 3 of the last 3 calendar years.
YearJULU
2026 YTD+9.9%
2025+12.4%
2024+5.6%
CAGR 2yr+8.9%
3/3 positive yearsAvg return: +9.3%Worst year: +5.6% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.9%
Low
Momentum
+2.4%
30-day change
Support Level
32.30
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.