PowerShares Momentum ETF Assets Increase Over 50% in 2013…
Invesco PowerShares Capital Management LLC, a leading global provider of exchange-traded funds (ETFs), today celebrates the one-year anniversary of the PowerShares DWA SmallCap Technical Leaders™ Portfolio (DWAS). Listed July 19, 2012, the PowerShares DWA SmallCap Technical Leaders Portfolio is part of the broad suite of DWA Technical Leaders™ ETFs covering US, developed and emerging market segments.
Since inception, the PowerShares DWA SmallCap Technical Leaders Portfolio (DWAS) has outperformed the Russell 2000 Index market-cap weighted benchmark by a margin of 9.44%. For the one-year period ending July 19, 2013, DWAS achieved a total return of 41.84% based on NAV, outperforming the Russell 2000 Index which had a total return of 32.40% during the same period. (Note: total return figures include all dividends).(1)
“The PowerShares DWA SmallCap Technical Leaders Portfolio (DWAS) is the small-cap complement to the PowerShares DWA Technical Leaders Portfolio (PDP),” said Andrew Schlossberg, head of global ETFs. “Together with the PowerShares DWA Emerging Markets Technical Leaders Portfolio (PIE), and PowerShares DWA Developed Markets Technical Leaders Portfolio (PIZ) investors can efficiently tap the alpha-seeking potential of momentum factor-based ETFs globally. (2) As the leading provider in smart beta ETFs, (3) we see a lot of potential for focused factor-based strategies to help investors achieve their goals, whether it’s seeking to enhance returns, reduce risk, or both.”
“We are proud to partner with Invesco PowerShares on momentum factor–based ETFs, and look forward to a long lasting relationship as we expand our global presence,” said Tom Dorsey, president and CEO of Dorsey, Wright & Associates, LLC.
DWAS Standardized Performance as of June 30, 2013.
Fund History (%) Fund Inception
NAV 31.54
After Tax Held 31.29
After Tax Sold 18.08
Market Price 31.83
Source: ETFWorld – Invesco
Three new iShares bond index ETFs launched on Xetra
ETFs based on corporate and government bonds with currency risk hedging
Three new bond index ETFs issued by iShares have been tradable in Deutsche Börse’s XTF segment since Monday.
ETF name: iShares Euro Corporate Bond Financials UCITS ETF
Asset class: bond index ETF
ISIN: DE000A1W0MX4
Total expense ratio: 0.20 percent
Distribution policy: distributing
Benchmark: Barclays Euro Aggregate Financial Index
ETF name: iShares Global Corporate Bond EUR Hedged UCITS ETF
Asset class: bond index ETF
ISIN: DE000A1W2KG9
Total expense ratio: 0.25 percent
Distribution policy: distributing
Benchmark: Barclays Global Aggregate Corporate Index (EUR hedged)
ETF name: iShares J. P. Morgan $ EM Bond EUR Hedged UCITS ETF
Asset class: bond index ETF
ISIN: DE000A1W0PN8
Total expense ratio: 0.50 percent
Distribution policy: distributing
Benchmark: J.P.Morgan EMBI Global Core Index hedged to Euro
The iShares Euro Corporate Bond Financials UCITS ETF provides investors with access to euro corporate bonds with investment grade rating, issued by companies from the banking, insurance and finance sectors as well as brokerage and real estate investment trusts (REITs). The corporate bonds have a residual maturity of at least one year and an outstanding volume of at least €300 million.
The iShares Global Corporate Bond EUR Hedged UCITS ETF tracks the performance of fixed income corporate bonds with investment grade rating, issued by companies from industrialised and emerging market countries around the world. The currency risk between the euro and the currencies of the corporate bonds is minimised in the form of currency futures. The bonds have a residual maturity of at least one year.
The iShares J. P. Morgan $ EM Bond EUR Hedged UCITS ETF enables investors to participate in the performance of US dollar government bonds and quasi-government bonds from emerging markets. The currency risk between the euro and the US dollar is minimised in the form of currency futures. The bonds have a residual maturity of at least two years and an outstanding volume of at least €1 billion.
The product offering in Deutsche Börse’s XTF segment currently comprises a total of 1,013 exchange-listed index funds, making it the largest offering of all European stock exchanges. This selection, together with an average monthly trading volume of €11 billion, makes Xetra Europe’s leading trading venue for ETFs.
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