Invesco PowerShares Capital Management LLC, a leading global
provider of exchange-traded funds (ETFs), announced today the
PowerShares S&P 500 Low Volatility Portfolio (SPLV) has
surpassed $4 billion in assets under management, demonstrating its
broad appeal within the investment community.
"Invesco PowerShares pioneered low-volatility ETFs. We take
pride in being first to market with groundbreaking products, and
SPLV is a prime example of our ongoing commitment to innovation,"
said Ben Fulton, Invesco PowerShares managing director of global
ETFs. "As the flagship low-volatility ETF on the market, SPLV has
averaged over $7.6 million in inflows per day since its
inception."
The PowerShares S&P 500 Low Volatility Portfolio launched in
May 2011 to help investors reduce portfolio volatility and improve
risk-adjusted returns. SPLV continues to be the largest and most
actively traded low-volatility ETF on the market today.(1)
"Investors have been allocating low-volatility ETF strategies as
core portfolio holdings," said John Feyerer, head of product
strategy & research at Invesco PowerShares. "PowerShares
low-volatility ETFs are based on an index methodology that is easy
to understand and are an effective way for investors to add or
maintain equity exposures, while attempting to mitigate overall
portfolio risk. We believe the PowerShares suite of low-volatility
ETFs represent an attractive alternative to cap weighted
strategies."
Invesco PowerShares has the largest family of low-volatility
ETFs on the market, both in number of products as well as
collective AUM:
- PowerShares S&P 500® Low Volatility Portfolio
(SPLV)
- PowerShares S&P Emerging Markets Low
Volatility Portfolio (EELV)
- PowerShares S&P International Developed
Low Volatility Portfolio (IDLV)
- PowerShares S&P MidCap Low Volatility
Portfolio (XMLV)
- PowerShares S&P SmallCap Low
Volatility Portfolio (XSLV)
PowerShares S&P 500 Low Volatility Portfolio tracks the
S&P 500 Low Volatility Index which consists of 100 stocks
selected from the S&P 500® Index with the lowest realized
volatility over the past 12 months. Since May 2011, the S&P 500
Low Volatility Index has achieved better returns with lower
volatility than both the MSCI USA Minimum Volatility Index and
S&P 500 Index.
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Performance S&P 500
Low Volatility MSCI USA Minimum S&P 500
Index Volatility Index Index
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1 Year 17.40% 15.75% 13.46%
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Since SPLV Inception on
5/5/11 (annualized) 14.26% 13.45% 9.63%
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Dividend 12-Month Yield(2) 3.15% 2.79% 2.12%
----------------------------------------------------------------------------
----------------------------------------------------------------------------
Volatility S&P 500
Low Volatility MSCI USA Minimum S&P 500
Index Volatility Index Index
----------------------------------------------------------------------------
1 Year 8.67% 9.21% 12.83%
----------------------------------------------------------------------------
Since SPLV Inception 13.19% 13.65% 18.89%
----------------------------------------------------------------------------
1 Source: Bloomberg L.P.,
as of Feb, 28, 2013 2 Source: Bloomberg L.P. and Factset, as of March 13,
2013 Performance & volatility data
source: Bloomberg L.P. as of Feb. 28, 2013
SPLV standardized performance as of Sept. 30,
2012 since fund inception (5/5/11)
----------------------------------------------------------------------------
PowerShares S&P 500 Low Volatility Portfolio 1 Year Inception
----------------------------------------------------------------------------
NAV 10.03% 10.30%
----------------------------------------------------------------------------
After Tax Held 8.86% 9.07%
----------------------------------------------------------------------------
After Tax Sold 6.50% 8.06%
----------------------------------------------------------------------------
Market Price 9.87% 10.25%
----------------------------------------------------------------------------
SPLV 30-Day SEC Yield as of 3/14/13:
2.93%
Performance data quoted represents past performance. Past
performance is not a guarantee of future results; current
performance may be higher or lower than performance quoted.
Investment returns and principal value will fluctuate and Shares,
when redeemed, may be worth more or less than their original cost.
See invescopowershares.com to find the most recent month-end
performance numbers. After Tax Held represents total return after
taxes on distributions and assumes Shares have not been sold. After
Tax Sold represents total return after taxes on distributions and
the sale of Fund Shares. After-tax returns reflect the highest
federal income tax rate but exclude state and local taxes. Market
returns are based on the midpoint of the bid/ask spread at 4 p.m.
ET and do not represent the returns an investor would receive if
shares were traded at other times. Unmanaged index returns do not
reflect any fees, expenses, or sales charges. An investment cannot
be made directly into an index.
For additional information on Low Volatility investing, please
visit: http://PowerShares.com/Volatility
The PowerShares S&P 500® Low Volatility Portfolio (SPLV)
is based on the S&P 500® Low Volatility Index (Index). The Fund
will invest at least 90% of its total assets in common stocks that
comprise the Index. The Index is compiled, maintained and
calculated by Standard & Poor's and consists of the 100 stocks
from the S&P 500® Index with the lowest realized volatility
over the past 12 months. Volatility is a statistical measurement of
the magnitude of up and down asset price fluctuations over time.
The Fund is rebalanced and reconstituted quarterly in Feb, May,
Aug, and Nov.
The PowerShares S&P Emerging Markets Low
Volatility Portfolio (EELV) is based on the S&P BMI
Emerging Markets Low Volatility Index. Standard & Poor's
compiles, maintains and calculates the Underlying Index, which is
designed to measure the performance of 200 of the least volatile
stocks of the S&P Emerging BMI plus LargeMid Cap Index. The
S&P Emerging BMI Plus LargeMid Cap Index includes all publicly
listed equity securities with float-adjusted market values of at
least $100 million and annual dollar value traded of at least $50
million from the following countries: Brazil, Chile, China,
Colombia, Czech Republic, Egypt, Hungary, India, Indonesia, South
Korea, Malaysia, Mexico, Morocco, Peru, Philippines, Poland,
Russia, South Africa, Taiwan, Thailand and Turkey.
The PowerShares S&P International Developed
Low Volatility Portfolio (IDLV) is based on the S&P BMI
International Developed Low Volatility Index. Standard & Poor's
compiles, maintains and calculates the Underlying Index, which is
designed to measure the performance of 200 of the least volatile
stocks of the S&P Developed ex US and South Korea LargeMid Cap
BMI Index. The S&P Developed ex US and South Korea LargeMid Cap
BMI Index includes all publicly listed equity securities with float
adjusted market values of at least $100 million and annual dollar
value traded of at least $50 million from the following countries:
Australia, Austria, Belgium, Canada, Denmark, Finland, France,
Germany, Greece, Hong Kong, Ireland, Israel, Italy, Japan,
Luxembourg, the Netherlands, New Zealand, Norway, Portugal,
Singapore, Spain, Sweden, Switzerland, and the United Kingdom.
The PowerShares S&P MidCap Low Volatility
Portfolio (XMLV) is based on the S&P MidCap 400 Low
Volatility Index. Standard & Poor's compiles, maintains and
calculates the Underlying Index, which is designed to measure the
performance of 80 of the least volatile stocks from the S&P
MidCap 400 Index over the past 12 months. S&P weights the
securities within the Underlying Index based upon the inverse of
each security's volatility, with the least volatile securities
receiving the highest weights in the Underlying Index. S&P
rebalances the Underlying Index quarterly.
The PowerShares S&P SmallCap Low Volatility
Portfolio (XSLV) is based on the S&P SmallCap 600 Low
Volatility Index. Standard & Poor's compiles, maintains and
calculates the Underlying Index, which is designed to measure the
performance of 120 of the least volatile stocks from the S&P
SmallCap 600 Index over the past 12 months. S&P weights the
securities within the Underlying Index based upon the inverse of
each security's volatility, with the least volatile securities
receiving the highest weights in the Underlying Index. S&P
rebalances the Underlying Index quarterly.
Invesco PowerShares Capital Management LLC is Leading the
Intelligent ETF Revolution® through its family of more than 140
domestic and international exchange-traded funds, which seek to
outperform traditional benchmark indexes while providing advisors
and investors access to an innovative array of focused investment
opportunities. With franchise assets over $70 billion as of Dec.
31, 2012, PowerShares ETFs trade on both U.S. stock exchanges. For
more information, please visit us at invescopowershares.com or
follow us on Twitter @PowerShares.
Invesco, Ltd. Is a leading independent global investment
management firm, dedicated to helping investors worldwide achieve
their financial objectives. By delivering the combined power of our
distinctive investment management capabilities, Invesco provides a
wide range of investment strategies and vehicles to our retail,
institutional and high net worth clients around the world.
Operating in more than 20 countries, the firm is listed on the New
York Stock Exchange under the symbol IVZ. Additional information is
available at www.invesco.com.
Volatility is the annualized standard deviation of index
returns. Unforeseen market conditions may prevent the fund from
achieving its goal of providing low volatility.
There are risks involved with investing in ETFs, including
possible loss of money. Shares are not actively managed and are
subject to risks including those regarding short selling and margin
maintenance requirements. Ordinary brokerage commissions apply. The
fund's return may not match the return of the underlying index.
Foreign securities have additional risks, including
exchange-rate changes, decreased market liquidity, political
instability and taxation by foreign governments.
Shares are not FDIC insured, may lose value and
have no bank guarantee.
Shares are not individually redeemable and owners of the shares
may acquire those shares from the Funds and tender those shares for
redemption to the Funds in Creation Unit aggregations only,
typically consisting of 50,000 shares.
Invesco Distributors, Inc. is the distributor of the PowerShares
Exchange-Traded Fund Trust II. PowerShares® is a registered
trademark of Invesco PowerShares Capital Management LLC. Invesco
PowerShares Capital Management LLC and Invesco Distributors, Inc.
are indirect, wholly owned subsidiaries of Invesco Ltd.
An investor should consider the Funds'
investment objective, risks, charges and expenses carefully before
investing. For this and more complete information about the Funds,
call 800 983 0903. Please read the prospectus carefully before
investing.
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Media Contacts: Kristin Sadlon Porter Novelli
212-601-8192 Email Contact Bill Conboy 303-415-2290 Email
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