PowerShares Dynamic Insurance

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dynamic Insurance IntellidexSM Index.
The fund generally will invest at least 90% of its total assets in common stocks of insurance companies that comprise the underlying intellidex. The underlying intellidex was composed of common stocks of 30 U.S. insurance companies. These companies are engaged principally in underwriting or distributing and reselling life, health and property/casualty insurance policies. It is non-diversified.

Key stats

Management firm  PowerShares
Domicile  United States
Fund Administrator  Bank of New York Mellon Corp
Global Branding Name  Powershares
Fund Status  OBSOLETE
12 month yield  1.20%
Fund currency  USD
Launch Date  2005-10-26
Obsolete Date  2013-02-26
ISIN  US73935X6417
SEDOL  B0N7F91
Manager 1 Name  Peter Hubbard
Manager 2 Name  Michael Jeanette
Fund Strategy  Financial
Benchmark  Dynamic Insurance Intellidex TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2013-01-31
Return - 1 Month  7.74%
Return - 2 Months  9.83 %
Return - 3 Months  9.83%
Return - 6 Months  22.53 %
Return - 9 months  18.00 %
Return - 12 Months  23.61%
Annualized return 24 months  9.64 %
Annualized return 36 months  14.42 %
Annualized return 48 months  14.72 %
Annualized return 60 months  4.60 %
Annualized return since Inception  4.48%
Return YTD  7.74%

Ratings

Morning Star Rating Date   2013-01-31
Morning Star Rating - 36 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 60 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - Overall  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating

Charges

Maximum Managment Charge  0.50 %

Contact

Contact Address  PowerShares
Contact Address 2  301 West Roosevelt Road
Contact city  Wheaton
Contact country  United States
Fund Admin Group  PowerShares
Web Address  www.invescopowershares.com
Custodian  Bank of New York Mellon Corp
Phone  (800) 983-0903

Price

Last Price Date  2013-02-26
Pre-tax nav  18.99
Pre-tax offer  300.00
Pre-tax bid  18.11
Price change  $0.10
Price change (percentage)  0.53 %

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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