PowerShares S&P 500(R) Low Volatility Portfolio (SPLV) Surpasses $600 Million in AUM
17 November 2011 - 3:00PM
Marketwired
Invesco PowerShares Capital Management LLC, a leading global
provider of exchange-traded funds (ETFs), announced today that
PowerShares S&P 500® Low Volatility Portfolio (SPLV) recently
surpassed $600 million in assets under management (AUM). SPLV
provides investors with efficient, low cost access to an ETF
portfolio of 100 stocks from the S&P 500 Index with the lowest
realized volatility over the past 12 months.
"The PowerShares S&P 500® Low Volatility Portfolio (SPLV) is
a based on a low-volatility strategy that has resonated well with
investors," said Ben Fulton, Invesco PowerShares managing director
of global ETFs. "Since its inception on May 5, 2011, SPLV has
outperformed the S&P 500® Index by approximately 7.74%, and it
has done so with about 30% less volatility(1). SPLV is also
currently yielding more than the S&P 500® Index(2)."
Of the 285 ETFs and Exchange Traded Products that have launched
in 2011, the PowerShares S&P 500® Low Volatility Portfolio
(SPLV) has garnered the most assets. (Source: Bloomberg L.P., as of
Nov. 4, 2011)
1 Source: Bloomberg L.P., as of Nov. 14, 2011 2 Source:
Bloomberg L.P., as of Nov. 14, 2011
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PowerShares S&P 500® Low Standardized performance
Volatility Portfolio (SPLV) as of 09.30.11
-------------------------------------------------------------
NAV -3.20%
-------------------------------------------------------------
After Tax Held -3.65%
-------------------------------------------------------------
After Tax Sold -2.07%
-------------------------------------------------------------
Market Price -3.12%
-------------------------------------------------------------
SEC 30-day yield 3.20%*
*As of 11.14.11
--------------------------------------------------------------
The PowerShares S&P 500® Low Volatility Portfolio (SPLV)
is based on the S&P 500® Low Volatility 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 Financial Services LLC 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.
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 $52.4 billion as of
September 30, 2011, 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 is a leading independent global investment manager,
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 company is listed on the New York Stock Exchange
under the symbol IVZ. Additional information is available at
www.invesco.com.
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 may
apply.
The Funds are considered non-diversified and may be subject to
greater risks than a diversified fund.
The Funds may contain securities in the financial, insurance,
banking, and capital market sectors. Companies engaged in these
sectors are subject to greater risks, and are more greatly impacted
by market volatility, than more diversified investments.
Not FDIC Insured | May Lose Value | No Bank
Guarantee Shares are not individually redeemable and owners of
the shares may acquire those shares from the Fund and tender those
shares for redemption to the Fund in Creation Units only, typically
consisting of aggregations of 50,000 shares.
Standard & Poor's® and S&P® are registered trademarks of
Standard & Poor's Financial Services LLC ("S&P") and have
been licensed for use by Invesco PowerShares Capital Management
LLC. The Fund is not sponsored, endorsed, sold or promoted by
S&P or its affiliates, and S&P and its affiliates make no
representation, warranty or condition regarding the advisability of
buying, selling or holding units/shares in the Fund.
Invesco Distributors, Inc. is the distributor of the PowerShares
Exchange-Traded Fund Trust II.
Note: Not all products available through all firms.
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 Fund's
investment objective, risks, charges and expenses carefully before
investing. For this and more complete information about the Fund
call 800 983 0903 or visit invescopowershares.com for a prospectus.
Please read the prospectus carefully before investing.
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