Investec Emerging Markets Fund Quote
| ZEMIX Fund | USD 10.08 0.15 1.51% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Investec Emerging is trading at 10.08 as of the 3rd of May 2024; that is 1.51 percent up since the beginning of the trading day. The fund's open price was 9.93. Investec Emerging has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Investec Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of April 2024 and ending today, the 3rd of May 2024. Click here to learn more.
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. More on Investec Emerging Markets
Moving together with Investec Mutual Fund
| 1.0 | ZEMAX | Investec Emerging Markets | PairCorr |
| 0.87 | ZGEIX | Ninety One Global | PairCorr |
| 0.97 | VEMAX | Vanguard Emerging Markets | PairCorr |
Investec Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Investec Emerging's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Investec Emerging or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Ninety One Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Emerging Markets Funds, Market Neutral Funds, Diversified Emerging Mkts, Ninety One, Large Blend, Diversified Emerging Mkts (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Investec Emerging Markets [ZEMIX] is traded in USA and was established 3rd of May 2024. Investec Emerging is listed under Ninety One category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Ninety One family. The entity is thematically classified as Emerging Markets Funds. This fund at this time has accumulated 253.45 M in net assets with no minimum investment requirementsInvestec Emerging Markets is currently producing year-to-date (YTD) return of 4.17% with the current yeild of 0.02%, while the total return for the last 3 years was -6.9%.
Check Investec Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Investec Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Investec Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Investec Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Investec Emerging Markets Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
| JD | JD Inc Adr | Stock | Consumer Discretionary |
| NTES | NetEase | Stock | Communication Services |
| YUMC | Yum China Holdings | Stock | Consumer Discretionary |
Investec Emerging Target Price Odds Analysis
Based on a normal probability distribution, the odds of Investec Emerging jumping above the current price in 90 days from now is about 8.21%. The Investec Emerging Markets probability density function shows the probability of Investec Emerging mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Investec Emerging has a beta of 0.7273. This usually means as returns on the market go up, Investec Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Investec Emerging Markets will be expected to be much smaller as well. Additionally, investec Emerging Markets has an alpha of 0.089, implying that it can generate a 0.089 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Investec Emerging to move above the current price in 90 days from now is about 8.21 (This Investec Emerging Markets probability density function shows the probability of Investec Mutual Fund to fall within a particular range of prices over 90 days) .
Investec Emerging Markets Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Investec Emerging market risk premium is the additional return an investor will receive from holding Investec Emerging long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Investec Emerging. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Investec Emerging's alpha and beta are two of the key measurements used to evaluate Investec Emerging's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.633 | |||
| Semi Deviation | 0.7181 | |||
| Standard Deviation | 0.8092 | |||
| Variance | 0.6548 |
Investec Emerging Against Markets
Picking the right benchmark for Investec Emerging mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Investec Emerging mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Investec Emerging is critical whether you are bullish or bearish towards Investec Emerging Markets at a given time. Please also check how Investec Emerging's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Investec Emerging without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio BacktestingAvoid under-diversification and over-optimization by backtesting your portfolios |
| All Next | Launch Module |
How to buy Investec Mutual Fund?
Before investing in Investec Emerging, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Investec Emerging. To buy Investec Emerging fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Investec Emerging. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Investec Emerging fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Investec Emerging Markets fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Investec Emerging Markets fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Investec Emerging Markets, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Investec Emerging Markets?
The danger of trading Investec Emerging Markets is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Investec Emerging is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Investec Emerging. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Investec Emerging Markets is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.