Investec Emerging Markets Fund Manager Performance Evaluation
| ZEMIX Fund | USD 10.72 0.08 0.74% |
The fund retains a Market Volatility (i.e., Beta) of 0.36, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Investec Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Investec Emerging is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Investec Emerging Markets are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Investec Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Noise is good Resolutes new CEO looks to cash in on volatile markets - Citywire | 10/02/2024 |
| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.8500 |
Investec |
Investec Emerging Relative Risk vs. Return Landscape
If you would invest 1,061 in Investec Emerging Markets on August 27, 2024 and sell it today you would earn a total of 11.00 from holding Investec Emerging Markets or generate 1.04% return on investment over 90 days. Investec Emerging Markets is currently producing 0.0203% returns and takes up 0.9162% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Investec, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Investec Emerging Current Valuation
Fairly Valued
Today
Please note that Investec Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Investec Emerging Markets retains a regular Real Value of $10.74 per share. The prevalent price of the fund is $10.72. We determine the value of Investec Emerging Markets from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Investec Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Investec Mutual Fund. However, Investec Emerging's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.72 | Real 10.74 | Hype 10.72 | Naive 10.46 |
The intrinsic value of Investec Emerging's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Investec Emerging's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Investec Emerging Markets helps investors to forecast how Investec mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Investec Emerging more accurately as focusing exclusively on Investec Emerging's fundamentals will not take into account other important factors: Investec Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investec Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Investec Emerging Markets, and traders can use it to determine the average amount a Investec Emerging's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0221
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ZEMIX |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Investec Emerging is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Investec Emerging by adding it to a well-diversified portfolio.
Investec Emerging Fundamentals Growth
Investec Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Investec Emerging, and Investec Emerging fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Investec Mutual Fund performance.
| Total Asset | 253.45 M | ||||
About Investec Emerging Performance
Evaluating Investec Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Investec Emerging has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Investec Emerging has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Investec Emerging Markets performance evaluation
Checking the ongoing alerts about Investec Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Investec Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -2.0% | |
| Investec Emerging Markets keeps 97.92% of its net assets in stocks |
- Analyzing Investec Emerging's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Investec Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Investec Emerging's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Investec Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investec Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Investec Emerging's mutual fund. These opinions can provide insight into Investec Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Investec Mutual Fund
Investec Emerging financial ratios help investors to determine whether Investec Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Investec with respect to the benefits of owning Investec Emerging security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |