To continue using FE Trustnet please choose an edition:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
 
 
Poll

Following their poor performance this year, are you going to increase your exposure to small cap funds in 2015?

Yes
No

Vote

 
You are here: Factsheet

Contact details

ManagerGroupLogo
Invesco PowerShares Capital Management LLC, 301 West Roosevelt Road, Wheaton, IL 60187
6309339600 (Main Number)
www.invescopowershares.com
info@powershares.com

FE Risk Scores

Instrument 1y(%) Growth FE Risk Score
Cash n/a
0
PS DWA Technical Leaders Portfolio 15.5
0
Learn more about using FE Risk Scores>>


Investment objectives

The PowerShares DWA Technical Leaders Portfolio (Fund) is based on the Dorsey Wright Technical Leaders™ Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index and ADRs based on the securities in the Index.

Performance

performance chart
chart
    1m3m6m1y3y5y12m-24m24m-36m36m-48m48m-60m
+0.1 +2.3 +5.9 +15.5 +80.1 +128.3 +27.8 +22.0 -1.1 +28.1
Price
  BidOfferCurrencyYear HighYear LowDateEPICCodeISINCodeCiticodeSEDOLNews
pdf PS DWA TECHNICAL LEADERS PORTFOLIO 41.11 USD 41.72 34.89 19-Dec-2014 n/a US73935X1533 CAS9 n/a company announcements
Detailed fund information
Fund type Exchange Traded Fund
Sector Equity - USA
Asset ClassEquity
Open/Closed to new business Open
Fund size n/a
Launch date01-Mar-2007
Dividends p.a.4
Pricing frequencyDaily
Distributor statusFund distributor status
Peer groups
Region Asset Class Sector
United States Equity Equity - USA
Largest holdings, 30-Sep-2014
Holding (%) Rank Holding (%) Rank
JAZZ PHARMACEUTICALS PLC3.051BALL CORP2.126
APPLE INC2.842HENRY SCHEIN INC2.087
GILEAD SCIENCES INC2.803UNITED RENTALS INC2.018
O REILLY AUTOMOTIVE INC2.654WASTE CONNECTIONS INC2.009
DILLARDS INC2.425MEDIVATION INC1.9710
 Total23.94 
Regional weightings, 30-Sep-2014
Region (%) Rank  
USA100.001 100.00% USA
Total100.00 
Sector weightings, 30-Sep-2014
Sector (%) Rank  
Consumer Discretionary25.891 25.89% Consumer Discretionary
Industrials18.742 18.74% Industrials
Health Care15.923 15.92% Health Care
Materials11.424 11.42% Materials
Information Technology8.435 8.43% Information Technology
Energy6.116 6.11% Energy
Consumer Staples5.607 5.60% Consumer Staples
Financials5.048 5.04% Financials
Utilities2.269 2.26% Utilities
Telecommunications Utilities0.5910 0.59% Telecommunications Utilities
Total100.00 

Price total return performance figures are calculated on a mid price to mid price basis. Performance figures are shown in fund’s native currency unless otherwise specified with gross income (dividends) reinvested.

 
 
Sign up for email alerts
Stay upto date on the latest fund research from FE
 
subscribe Readers of this page also looked at:
Readers of this Factsheet have not looked at any others
 
 
 
Add your comment
 
Reload Change mode
 
Enter the words above:
Send comment
 
Be the first to comment on this Factsheet.
*

Ratios

  1y 3y
Volatility 10.60 9.86
Alpha n/a n/a
Beta n/a n/a
Sharpe 1.23 1.70
Info Ratio n/a n/a
R2 n/a n/a

Fund vs sector

  1y 3y
Position 119 / 311 113 / 253
Quartile 2 2

Asset allocation

US Equities, 100.00%
100.0000% ofUS Equities

Sector analysis

Charting

FE Trustnet portfolio

register   login
Register     Login
Use the plus sign add to portfolio on the left to add this fund to your portfolio