DOWNERS GROVE, Ill.,
Feb. 23, 2017 /PRNewswire/ -- Invesco
(NYSE: IVZ), a leading global provider of exchange-traded funds
(ETFs), announced today the launch of four PowerShares Multi-Asset
Allocation Portfolios with targeted, pre-defined levels of risk
exposure to match clients' risk profiles.
The new portfolios are:
Portfolio/Ticker
|
Investment
Objective
|
PowerShares
Conservative Multi-Asset Allocation
Portfolio (BATS: PSMC)
|
Seeks total return
consistent with a lower level
of risk relative to the broad stock market
|
PowerShares
Moderately Conservative Multi-
Asset Allocation Portfolio (BATS: PSMM)
|
Seeks to provide
current income and some
capital appreciation
|
PowerShares Balanced
Multi-Asset Allocation
Portfolio (BATS: PSMB)
|
Seeks to provide
current income and capital appreciation
|
PowerShares Growth
Multi-Asset Allocation
Portfolio (BATS: PSMG)
|
Seeks to provide
long-term capital appreciation
|
These single ticket portfolios provide convenience and
diversification benefits through asset allocation based on a suite
of models designed by the Invesco Global Solutions Development and
Implementation team, which is comprised of eight investment
professionals located around the globe with asset allocation
specialization.
The Invesco Global Solutions team is dedicated to designing
goal-oriented, multi-asset strategies seeking improved
risk-adjusted returns. The team focuses on evaluating capabilities
across Invesco investment centers and vehicles, combining them in a
broad range of global, multi-asset products, to meet specific
client goals.
"Given the increasingly complex markets and varying risk
profiles of our clients, we're excited to bring Invesco's broad
range of capabilities together in simplified, single ticket
solutions," said Jason Bloom, Global
Market Strategist at PowerShares by Invesco.
Each of the actively managed portfolios includes exposure to
smart beta ETFs, a rules-based investment methodology that uses
factor selection and/or alternative weighting approach in an effort
to outperform a benchmark, reduce portfolio risk, or both.
Combining smart beta's rules-based exposure with the features of
active management, provides investors with portfolio strategies
that go beyond the limitations of traditional passive investing and
benchmark-centric active management.
About Invesco
Invesco is an independent investment
management firm dedicated to delivering an investment experience
that helps people get more out of life. NYSE: IVZ;
www.invesco.com.
About PowerShares by Invesco
PowerShares by Invesco is
leading the Intelligent ETF Revolution® through its family of more
than 140 domestic and international PowerShares exchange-traded
funds (ETFs). PowerShares ETFs seek to outperform traditional
benchmark indexes while providing advisors and investors access to
an innovative array of focused investment opportunities.
PowerShares has US franchise assets exceeding $110 billion as of December 30, 2016. For more information, please
visit us at powershares.com or follow us on Twitter
@PowerShares.
Important Risk Information
There are risks involved
with investing in ETFs, including possible loss of money. Actively
managed ETFs do not necessarily seek to replicate the performance
of a specified index. Actively managed ETFs are subject to risks
similar to stocks, including those related to short selling and
margin maintenance. Ordinary brokerage commissions apply. The
Fund's return may not match the return of the Index. The Fund is
subject to certain other risks. Please see the current prospectus
for more information regarding the risk associated with an
investment in the Fund.
The investment techniques and risk analysis used by the
portfolio managers may not produce the desired results.
The Funds are subject to the risks of the underlying funds.
Market fluctuations may change the target weightings in the
underlying funds and certain factors may cause the Funds to
withdraw its investments therein at a disadvantageous time.
The Funds typically will hold a small number of positions
(approximately 10-20 underlying ETFs). To the extent that a
significant portion of the Funds' total assets is invested in a
limited number of holdings, the appreciation or depreciation of any
one underlying ETF may have a greater impact on the Funds' NAV than
it would if the Funds held a greater number of constituents.
The Funds are non-diversified and may experience greater
volatility than a more diversified investment.
Debt securities are affected by changing interest rates and
changes in their effective maturities and credit quality.
The risks of investing in securities of foreign issuers can
include fluctuations in foreign currencies, political and economic
instability, and foreign taxation issues.
Factor investing is an investment strategy in which securities
are chosen based on certain characteristics and attributes.
Beta is a measure of risk representing how a security is
expected to respond to general market movements. Smart Beta
represents an alternative and selection index based methodology
that seeks to outperform a benchmark or reduce portfolio risk, or
both in active or passive vehicles. Smart beta funds may
underperform cap-weighted benchmarks and increase portfolio
risk.
Shares are not individually redeemable and owners of the shares
may acquire those shares from the funds and tender those shares for
redemption to the funds in creation unit aggregations only,
typically consisting of 10,000, 50,000, 75,000, 100,000 or 200,000
shares.
PowerShares® is a registered trademark of Invesco PowerShares
Capital Management LLC, investment adviser. Invesco PowerShares
Capital Management LLC (PowerShares) and Invesco Distributors,
Inc., ETF distributor, are indirect, wholly owned subsidiaries of
Invesco Ltd.
Before investing, investors should carefully read the
prospectus/summary prospectus and carefully consider the investment
objectives, risks, charges and expenses. For this and more complete
information about the Fund call 800 983 0903 or visit
powershares.com for the prospectus/summary prospectus.
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SOURCE Invesco