PowerShares Global Clean Energy ETF GBP (LSE:PSBW) - Overview

ETF Report

PowerShares Global Clean Energy UCITS ETF (GBP) PSBW

Closing Price
GBX386.35

1 Day Change
1.96|0.51%

As of 05/12/2016

Last Close386.35
52-Wk Range308.40 - 427.20
Yield %-
ISINIE00B23D9133
Volume501
Premium %15.00

Growth Of 10,000 (GBP) 30/11/2016

HowHasThisSecurityPerformed
20122013201420152016
Fund-10.9352.861.843.797.04
Category-2.8133.09-4.131.2611.61
Benchmark-19.8445.661.307.75-2.59
  • Fund: PowerShares Global Clean Energy UCITS ETF (GBP)
  • Category: Sector Equity Alternative Energy
  • Benchmark: S&P Global Clean Energy TR USD
Trailing Returns % (GBP) 05/12/2016
FundCatBmark
YTD4.467.18-4.95
3 Years Annualised4.053.841.41
5 Years Annualised6.757.673.12
10 Years Annualised---
Key Stats
Morningstar® CategorySector Equity Alternative Energy
ISINIE00B23D9133
NAV 05/12/2016GBX 386.35
Day Change0.51%
12 Month Yield-
Dividend FrequencyQuarterly
Net Assets (mil) 02/12/20168.65 EUR
Total Expense Ratio-
Initial Charge-
Exit Charge-
Manager NameJonathan Nixon
Inception Date12/11/2007

Morningstar Rating™

StarRatingValueLabel_3

Morningstar SRRI

Lower Risk
Higher Risk
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially Lower ReturnsPotentially Higher Returns
Source: Morningstar

Benchmarks

Fund Benchmark

WilderHill NewEnergy GLB Innovate NR EUR

Morningstar® Benchmark

S&P Global Clean Energy TR USD

Investment Objective

To provide investors with investment results which, before expenses, correspond to the price and yield performance of the WilderHill New Energy Global Innovation Index in Euro terms. To achieve this investment objective, the Global Clean Energy Fund will so far as possible and practicable hold all of the shares in the WilderHill New Energy Global Innovation Index in their respective weighting in the Index, subject to the Investment Restrictions. The investment manager may utilize combinations of available investment techniques, in seeking to track the Index. These may include FDIs including, but not limited to, swaps, swaptions and options to hedge or to achieve exposure to a particular market instead of investing directly.

Portfolio Profile02/12/2016

Morningstar Style Box®

Equity Style

Large, Mid, SmallSize
Value, Blend, Growth
Style
Top Holdings
NameSector%
IncreaseDecreaseNew since last portfolio
Tesla Motors Inc Consumer Cyclical3.30
Veeco Instruments Inc Technology2.92
Itron Inc Technology2.44
Cree Inc Technology2.15
Kingspan Group PLC Basic Materials2.06
Asset Allocation %
LongShortNet
Stocks95.750.0095.75
Bonds0.370.000.37
Cash0.040.030.01
Other3.910.033.87
Top Stock Regions
Region%
United States31.51
Asia - Emerging21.67
Eurozone14.57
United Kingdom6.69
Europe - ex Euro6.59
Top Stock Sectors
StockSector%
Technology33.82
Utilities28.97
Industrials19.96
Consumer Cyclical6.46
Basic Materials5.34
AJ Bell includes AJ Bell Holdings Limited and its wholly owned subsidiaries. AJ Bell Management Limited and AJ Bell Securities Limited are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at Trafford House, Chester Road, Manchester M32 0RS. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2016 Morningstar. All rights reserved.