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
As stated in the Fund's prospectus, the expense ratio of 0.61%
is expressed as a unitary fee to cover expenses incurred in
connection with managing the portfolio. Past performance is not a
guarantee of future results; current performance may be higher or
lower than performance quoted. Investment returns and principal
value will fluctuate and Shares, when redeemed, may be worth more
or less than their original cost. See invescopowershares.com to
find the most recent month-end performance numbers. After Tax Held
represents total return after taxes on distributions and assumes
Shares have not been sold. After Tax Sold represents total return
after taxes on distributions and the sale of Fund Shares. After-tax
returns reflect the highest federal income tax rate but exclude
state and local taxes. Market returns are based on the midpoint of
the bid/ask spread at 4 p.m. ET and do not represent the returns an
investor would receive if shares were traded at other times.
(1) Source: Bloomberg L.P., as of July 19, 2013 (2) Alpha is a
measure of performance on a risk-adjusted basis. (3) Smart beta is
an attempt to implement a methodology or strategy to provide an
alternative market/index beta that seeks to offer a benefit to
investors.
The PowerShares DWA Technical Leaders ETFs, based on the Dorsey
Wright & Associates (DWA) index methodology, were the first
momentum ETFs available in the US marketplace. The PowerShares DWA
Technical Leaders ETFs, initially launched beginning in 2007, have
$1.6 billion in assets under management as of June 30, 2013.
PowerShares DWA Technical Leaders™ Strategies:
- PDP PowerShares DWA Technical
Leaders™ Portfolio
- PIE PowerShares DWA Emerging Markets Technical
Leaders Portfolio
- PIZ PowerShares DWA Developed Markets
Technical Leaders Portfolio
- DWAS PowerShares DWA SmallCap
Technical™ Leaders
Portfolio
PowerShares DWA Technical Leaders ETFs are based on "Relative
Strength", a measure of a stock's performance in relation to other
investment options. Numerous studies have demonstrated relative
strength can be a powerful tool for stock selection. A key strength
of this methodology is that it's based on unbiased, objective
market data, as opposed to a more subjective forecasting and
research model. Technical Leaders are companies identified by the
DWA selection methodology that possess strong relative strength
compared to their peers and industry benchmarks.
About Dorsey, Wright & Associates, LLC
Dorsey, Wright & Associates (DWA) is an independent and
privately owned registered investment advisory firm based in
Richmond, Virginia. Thomas Dorsey and Watson Wright founded Dorsey,
Wright & Associates in 1987 to provide technical equity
analysis services to professional and individual investors. Today,
DWA remains a leader in Point & Figure analysis and Relative
Strength investing. Dorsey Wright maintains a Global Technical
Research Platform, available by subscription, and provides
advisory, sub-advisory and licensing services through its Money
Management division. For more information, please visit
dorseywright.com.
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 $78 billion as of June
30, 2013, PowerShares ETFs trade on both US stock exchanges. For
more information, please visit us at invescopowershares.com or
follow us on Twitter @PowerShares.
Invesco, Ltd. is a leading independent global investment
management firm, 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 firm is listed on the New
York Stock Exchange under the symbol IVZ. Additional information is
available at www.invesco.com.
The Dorsey Wright SmallCap Technical Leaders Index (Underlying
Index) is calculated by Dow Jones, the marketing name and a
licensed trademark of CME Group Index Services LLC ("CME Indexes").
"Dow Jones Indexes" is a service mark of Dow Jones Trademark
Holdings LLC ("Dow Jones").
Products based on the Dorsey Wright SmallCap Technical Leaders
Index(SM), are not sponsored, endorsed, sold or promoted by CME
Indexes, Dow Jones and their respective affiliates make no
representation regarding the advisability of investing in such
product(s).
There are risks involved with investing in ETFs, including
possible loss of money. Shares are not actively managed and are
subject to risks similar to those of stocks, including those
regarding short selling and margin maintenance requirements.
Ordinary brokerage commissions apply. The Funds' return may not
match the return of the Underlying Index.
Investments focused in a particular industry are subject to
greater risk, and are more greatly impacted by market volatility,
than more diversified investments.
Investing in securities of small capitalization companies may
involve greater risk than is customarily associated with investing
in large companies.
The PowerShares DWA SmallCap Technical Leaders Portfolio is
considered non-diversified and may be subject to greater risks than
a diversified fund.
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.
The Russell 2000® Index is an unmanaged index considered
representative of small-cap stocks. The Russell 2000® Index is a
trademark/service mark of the Frank Russell Co. Russell® is a
trademark of the Frank Russell Co. The Dorsey Wright SmallCap
Technical Leaders Index includes securities pursuant to a Dorsey,
Wright & Associates, LLC proprietary selection methodology that
is designed to identify companies that demonstrate powerful
relative strength characteristics based on the company's market
performance.
Invesco Distributors, Inc. is the distributor of the PowerShares
Exchange-Traded Fund Trust II. Invesco Distributors Inc. is not
affiliated with Dorsey, Wright & Associates, LLC.
PowerShares® is a registered trademark of Invesco PowerShares
Capital Management LLC (Invesco PowerShares). Invesco PowerShares
Capital Management LLC and Invesco Distributors, Inc. are indirect,
wholly owned subsidiaries of Invesco Ltd.
An investor should consider the Funds'
investment objectives, risks, charges and expenses carefully before
investing. For this and more complete information about the Funds
call 800 983 0903 or visit invescopowershares.com for a prospectus.
Please read the prospectus carefully before investing.
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Media Contacts: Kristin Sadlon Porter Novelli
212-601-8192 Email Contact Bill Conboy 303-415-2290 Email
Contact
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