Investec Emerging Financials
| ZEMIX Fund | USD 10.24 0.16 1.59% |
Investec |
Please note that past performance is not an indicator of the future performance of Investec Emerging, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Investec Emerging Fund Summary
Investec Emerging competes with Vanguard Emerging, Vanguard Emerging, American Funds, American Funds, and New World. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies, and in other instruments, such as shares of exchange-traded funds, that have economic characteristics similar to such securities. The equity securities in which it invests are primarily common stocks, but may also include preferred stock, American Depositary Receipts, European Depositary Receipts and Global Depositary Receipts. The fund may invest in securities of companies with any market capitalization. It is non-diversified.Specialization | Diversified Emerging Mkts, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | Ninety One |
| Mutual Fund Category | Diversified Emerging Mkts |
| Benchmark | NYSE Composite |
| Phone | 844 426 8721 |
| Currency | USD - US Dollar |
You should never invest in Investec Emerging Markets without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Investec Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Investec Emerging's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Investec Emerging Key Financial Ratios
Generally speaking, Investec Emerging's financial ratios allow both analysts and investors to convert raw data from Investec Emerging's financial statements into concise, actionable information that can be used to evaluate the performance of Investec Emerging over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Investec Emerging Markets reports annually and quarterly.Investec Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Investec Emerging's current stock value. Our valuation model uses many indicators to compare Investec Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Investec Emerging competition to find correlations between indicators driving Investec Emerging's intrinsic value. More Info.Investec Emerging Markets is rated third in annual yield among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 188.73 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Investec Emerging by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Investec Emerging's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Investec Emerging's earnings, one of the primary drivers of an investment's value.Investec Emerging Markets Systematic Risk
Investec Emerging's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Investec Emerging volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Investec Emerging Markets correlated with the market. If Beta is less than 0 Investec Emerging generally moves in the opposite direction as compared to the market. If Investec Emerging Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Investec Emerging Markets is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Investec Emerging is generally in the same direction as the market. If Beta > 1 Investec Emerging moves generally in the same direction as, but more than the movement of the benchmark.
Investec Emerging Thematic Clasifications
Investec Emerging Markets is part of several thematic ideas from Market Neutral Funds to Emerging Markets Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasInvestec Emerging Markets is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Diversified Emerging Mkts category is currently estimated at about 382.87 Billion. Investec Emerging adds roughly 253.45 Million in net asset claiming only tiny portion of all funds under Diversified Emerging Mkts category.Investec Emerging May 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Investec Emerging help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Investec Emerging Markets. We use our internally-developed statistical techniques to arrive at the intrinsic value of Investec Emerging Markets based on widely used predictive technical indicators. In general, we focus on analyzing Investec Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Investec Emerging's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9017 | |||
| Information Ratio | 0.0948 | |||
| Maximum Drawdown | 4.08 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 1.42 |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Investec Emerging Markets. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.