Invesco PowerShares Extends Lead in Smart Beta Solutions as Fundamental Suite of ETFs Reach $5 Billion AUM Mark Globally

Invesco PowerShares Extends Lead in Smart Beta Solutions as Fundamental Suite 
of ETFs Reach $5 Billion AUM Mark Globally 
RAFI(R) Fundamental Index(R) Strategy Outperforms Broad US Market-Cap
Weighted Indexes Over Five-Year and Since Inception Periods 
CHICAGO, IL -- (Marketwired) -- 07/09/13 --  Invesco PowerShares
Capital Management LLC, a leading global provider of exchange-traded
funds (ETFs), announced today the PowerShares Fundamental suite of
ETFs recently passed the $5 billion assets under management (AUM)
mark. Invesco PowerShares offers ETFs tracking Fundamentals Weighted
indices trading in the US, Canada and Europe.  
"Invesco PowerShares has been focused on providing investors with the
broadest and most diverse family of 'smart beta' ETFs since the firm
was founded," said Andrew Schlossberg, head of global ETFs.(1)
"Invesco PowerShares pioneered Fundamentals Weighted ETFs introducing
the first broad-based US 1000 portfolio back in 2005, followed by
international portfolios in 2007, and the first fixed-income
portfolio in 2010. We are pleased to reach this $5 billion milestone
for the PowerShares Fundamentals Weighted ETFs. Investors are readily
adopting Fundamental strategies along with low volatility, high beta,
and momentum-based ETFs as potential effective smart beta portfolio
solutions." (2) 
Invesco PowerShares RAFI Fundamentals Weighted Portfolios are based
on the Research Affiliates Fundamental Index methodology. This Index
methodology uses four fundamental measures of company size: book
value, cash flow, sales and dividends, to select and weight index
constituents. By using four fundamental factors rather than one, the
RAFI Fundamental Index methodology is thought to be a more robust
means of capturing a company's true economic footprint. 
"The PowerShares Fundamental ETFs seek to provide investors with
improved risk-adjusted returns compared to cap-weighted benchmarks,"
added John Feyerer, head of product strategy & research at Invesco
PowerShares.(3) "Our two flagship ETFs in this suite, the PowerShares
FTSE RAFI US 1000 Portfolio (PRF) along with the PowerShares FTSE
RAFI US 1500 Small-Mid Portfolio (PRFZ), its US 1500 complement, have
established five-year and since inception track records that
demonstrated their effectiveness over varying market cycles. We
believe the PowerShares Fundamental ETFs provide investors an
important alternative to passive cap-weighted strategies, and also
represent great value compared to actively managed portfolios when
relative performance and fees are considered." 
"We are proud to partner with Invesco PowerShares on this suite of
ETFs," said Michael Larsen, global head of affiliate relations at
Research Affiliates, LLC. "In an era of lower expected returns, it is
important to provide investors better tools for their toolkit." 
Invesco PowerShares currently has 28 equity and four fixed-income
ETFs based on the RAFI Fundamental Index methodology.(4)  
Performance as of June 30, 2013 


 
-----------------------------------------------------------------
-----------
                                                          Since             
                                      Lipper      Since   Incept.           
PowerShares          Exp.   Lipper    Classifi-   Incept. Annual-  Since    
ETF         Incept.  Ratio  Classifi- cation      (%)     ized     Incept.  
(Ticker)    Date     (%)    cation    Median Exp. Lipper  Perfor-  Risk Adj.
/ Benchmark                           Ratio (%)   Rank(5) mance    Return(3)
                                                          at NAV            
----------------------------------------------------------------------------
PowerShares 12/19/05 0.39   Large-Cap 1.01        8 (49   6.93%    0.36     
FTSE RAFI                   Core                  of 624)                   
US 1000                                                                     
Portfolio                                                                   
(PRF)                                                                       
                                                                            
Russell                                                                     
1000 Index                                                5.70%    0.35     
----------------------------------------------------------------------------
PowerShares 9/20/06  0.39   Small-Cap 1.14        10 (43  8.38%    0.34     
FTSE RAFI                   Core                  of 476)                   
US 1500                                                                     
Small-Mid                                                                   
Portfolio                                                                   
(PRFZ)                                                                      
                                                                            
Russell                                                                     
2000 Index                                                5.76%    0.26     
----------------------------------------------------------------------------

 
Sources: Bloomberg and Lipper, as of June 30, 2013. Past performance
does not guarantee future results. 
(1) 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.
 (2) Volatility is the annualized standard
deviation of index returns. Beta is a measure of relative risk and
the slope of regression.
 (3) Risk adjusted return calculated by
dividing annualized return by the standard deviation of returns.  
(4) As of June 30, 2013. The number of RAFI Fundamental Index
methodology products mentioned includes those that are not available
to US investors. 
 (5) Since Inception Lipper Rank begins the
month-end date of the ETF's inception month. Lipper fund percentile
rankings are based on total returns, excluding sales charges and
including fees and expenses, and are versus all funds in the category
tracked by Lipper. An investor cannot invest directly in an index. 
Standardized Performance as of June 30, 2013 


 
                      ------------------------------------------------------
                                             Annualized Return (%)          
----------------------------------------------------------------------------
                                           NAV             After Tax Held   
                                 -------------------------------------------
PowerShares FTSE RAFI  Net Exp.                                             
Portfolio              Ratio (%)*  1 Yr  5 Yr  Incept.  1 Yr   5 Yr  Incept.
----------------------------------------------------------------------------
US 1000                   0.39    26.52  10.26   6.94   25.84  9.89    6.62 
US 1500 Small-Mid         0.39    28.39  12.76   8.39   27.81  12.52   8.19 
----------------------------------------------------------------------------
                                                                            
                                                                            
                     ------------------------------------------------       
                                      Annualized Return (%)                 
---------------------------------------------------------------------       
                           After Tax Sold           Market Price            
                     ------------------------------------------------       
PowerShares FTSE RAFI                                                       
Portfolio               1 Yr     5 Yr  Incept.  1 Yr    5 Yr  Incept.       
---------------------------------------------------------------------       
US 1000                 15.37    8.15   5.55   26.85   10.33    7.00        
US 1500 Small-Mid       16.40   10.21   6.70   28.71   12.78    8.41        
---------------------------------------------------------------------       

 
Performance data quoted represents past performance. As stated in each
Fund's prospectus, expense ratios are expressed as a unitary fee to
cover expenses incurred in connection with managing the portfolios.
*The PowerShares FTSE RAFI US 1000 and US 1500 Small-Mid Portfolios
have gross expense ratios of 0.43% and 0.44%, respectively. However,
the Adviser has contractually agreed to waive fees and/or pay certain
Fund expenses which resulted in the total net operating expense of
0.39% for each fund. These waivers and reimbursement contracts extend
through at least Aug. 31, 2013. 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. The Shares' performance reflects fee waivers,
absent which performance would have been lower. 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. 
Invesco PowerShares Capital Management LLC is Leading the Intelligent
ETF Revolution(R) 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.  
Note: Not all products are available through all firms. 
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' returns may not match the returns of
their Underlying Indexes.  
Investing in securities of small and medium-sized companies may
involve greater risk than is customarily associated with investing in
large companies.  
Investments focused in a particular industry are subject to greater
risk, and are more greatly impacted by market volatility, than more
diversified investments. 
The Russell 1000(R) Index and the Russell 2000(R) Indexes are
unmanaged indexes considered representative of large-cap stocks and
small-cap stocks, respectively. The Russell 1000(R) Index and the
Russell 2000(R) Index are trademark/ service marks of the Frank
Russell Co. Russell(R) is a trademark of the Frank Russell Co. 
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 Unit aggregations only, typically
consisting of 50,000 shares. 
Shares are not FDIC insured, may lose value and have no bank
guarantee.  
Fundamental Index(R) and RAFI(R) trade names, patented and patent
pending concepts are the exclusive property of Research
Affiliates(R), LLC. Fundamental Index(R) and RAFI(R) are not
affiliated with Invesco Ltd. 
Invesco Distributors, Inc. is the distributor of the PowerShares
Exchange-Traded Fund Trust. Invesco Distributors Inc. is not
affiliated with Research Affiliates. 
PowerShares(R) is a registered trademark of Invesco PowerShares
Capital Management LLC (Invesco PowerShares). Invesco PowerShares 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. 
Media Contacts: 
Kristin Sadlon 
Porter Novelli
212-601-8192
kristin.sadlon@porternovelli.com 
Bill Conboy
303-415-2290
bill@bccapitalpartners.com 
 
 
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