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PowerShares S&P 500 Downside Hedged Portfolio(PHDG)

Description: The PowerShares S&P 500® Downside Hedged Portfolio (the Fund) is an actively managed exchange-traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed-income market returns. The Fund seeks to achieve its investment objective by using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the S&P 500® Dynamic VEQTOR Index (the Index). The Index provides investors with broad equity market exposure with an implied volatility hedge by dynamically allocating between equity, volatility and cash. The index allows investors to receive exposure to the equity and volatility of the S&P 500 Index in a dynamic framework.


Keywords: Exchange Traded Fund ETF Exchange Traded Funds Volatility Invesco Powershares S&P 500 Index CBOE Technical Analysis VIX Implied Volatility EQT Bursatil Index

Home Page: www.invesco.com/static/us/productdetail?productId=PHDG&productType=ETF

PHDG Technical Analysis

Exchange: NYSE ARCA

Country: US

Currency: US Dollar ($)

Category: Long-Short Equity

Asset Allocation
Asset Class Long % Short % Net Assets
Stock US 75.75 0.00 75.75
Cash 15.27 0.00 15.27
Other 8.12 0.00 8.12
Stock non-US 0.86 0.00 0.86
Sector Weights
Sector Equity % Relative to Category
Technology 22.65 19.69
Healthcare 15.73 12.82
Financial Services 14.17 15.75
Consumer Cyclicals 9.62 11.16
Industrials 9.11 12.31
Consumer Defensive 7.65 6.00
Communication Services 7.43 7.39
Energy 5.16 6.11
Utilities 3.16 3.12
Real Estate 2.82 1.48
Basic Materials 2.50 4.17
World Regions
Region Equity % Relative to Category
North America 98.88 91.77
United Kingdom 0.57 2.16
Europe Developed 0.52 3.39
Asia Developed 0.03 0.49
Japan 0.00 0.85
Australasia 0.00 0.24
Asia Emerging 0.00 0.41
Latin America 0.00 0.48
Europe Emerging 0.00 0.01
Africa/Middle East 0.00 0.21
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