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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
FTSE100 2.9
100
S&P 500 15.5
94
Cash n/a
0
PS KBW Property & Casualty Insurance Portfolio 11.6
0
Learn more about using FE Risk Scores>>


Investment objectives

The fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund is rebalanced and reconstituted quarterly.

Performance

performance chart
chart
    1m3m6m1y3y5y12m-24m24m-36m36m-48m48m-60m
+0.9 +6.3 +6.9 +11.6 +83.1 n/a +29.2 +27.0 n/a n/a
  S&P 500 INDEX +0.7 +2.9 +5.9 +15.5 +78.9 +101.3 +27.9 +21.0 -1.7 +14.4
Price
  BidOfferCurrencyYear HighYear LowDateEPICCodeISINCodeCiticodeSEDOLNews
pdf PS KBW PROPERTY & CASUALTY INSURANCE PORTFOLIO 42.04 USD 43.24 35.09 19-Dec-2014 n/a US73936Q7777 MIO0 n/a company announcements
Detailed fund information
Fund type Exchange Traded Fund
Indice S&P 500
Asset ClassEquity
Open/Closed to new business Open
Fund size n/a
Launch date02-Dec-2010
Dividends p.a.4
Pricing frequencyDaily
Distributor statusFund distributor status
Peer groups
Region Asset Class Sector
United States Equity Equity - Financial
Largest holdings, 30-Sep-2014
Holding (%) Rank Holding (%) Rank
ALLSTATE CORP9.741AMERICAN FINANCIAL GROUP INC OHIO4.646
TRAVELERS COMPANIES INC8.042AXIS CAPITAL HLDGS4.477
PROGRESSIVE CORP(OHIO)7.383WR BERKLEY4.428
CHUBB CORP7.234ENDURANCE SPECIALTY HLDGS LTD4.399
ARCH CAPITAL GROUP4.815EVEREST RE GROUP4.0710
 Total59.19 
Sector weightings, 30-Sep-2014
Sector (%) Rank  
Property & Casualty Insurance, Mutli Line Insurance100.001 100.00% Property & Casualty Insurance, Mutli Line Insurance
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.

 
 
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Ratios

  1y 3y
Volatility 14.52 11.15
Alpha -12.04 5.43
Beta 1.53 0.79
Sharpe 0.47 1.61
Info Ratio -0.59 0.13
R2 0.75 0.41
vs. S&P 500

Fund vs sector

  1y 3y
Position
Quartile

Asset allocation

International Equities, 100.00%
100.0000% ofInternational Equities

Sector analysis

Charting

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