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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 18.1
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
+1.7 +7.0 +11.6 +18.1 +63.1 +119.4 +20.9 +14.3 +6.7 +26.1
Price
  BidOfferCurrencyYear HighYear LowDateEPICCodeISINCodeCiticodeSEDOLNews
pdf PS DWA TECHNICAL LEADERS PORTFOLIO 43.41 USD 44.52 35.50 31-Mar-2015 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, 31-Dec-2014
Holding (%) Rank Holding (%) Rank
JAZZ PHARMACEUTICALS PLC3.021DILLARDS INC2.506
APPLE INC2.832HENRY SCHEIN INC2.247
ALEXION PHARMACEUTICALS INC2.753DOMINOS PIZZA INC2.168
O REILLY AUTOMOTIVE INC2.734BALL CORP2.129
REGENERON PHARMACEUTICALS INC2.655MEDIVATION INC1.9410
 Total24.94 
Regional weightings, 31-Dec-2014
Region (%) Rank  
USA100.001 100.00% USA
Total100.00 
Sector weightings, 31-Dec-2014
Sector (%) Rank  
Consumer Discretionary28.511 28.51% Consumer Discretionary
Health Care19.402 19.40% Health Care
Industrials17.243 17.24% Industrials
Information Technology10.394 10.39% Information Technology
Materials8.375 8.37% Materials
Consumer Staples7.036 7.03% Consumer Staples
Financials6.267 6.26% Financials
Utilities2.258 2.25% Utilities
Telecommunication Services0.559 0.55% Telecommunication Services
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.

 
 
 
 
 
*

Ratios

  1y 3y
Volatility 10.16 9.67
Alpha n/a n/a
Beta n/a n/a
Sharpe 0.98 1.53
Info Ratio n/a n/a
R2 n/a n/a

Fund vs sector

  1y 3y
Position 35 / 273 41 / 228
Quartile 1 1

Asset allocation

US Equities, 100.00%
100.0000% ofUS Equities

Sector analysis

Charting

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