Investec Global Competition

ZGFAX Fund

USD 18.01 0.03 0.17%

Investec Global Franchise competes with Voya High, Msift High, Pace High, Virtus High, and Buffalo High; as well as few others. The fund is listed under World Large-Stock Growth category and is part of Ninety One family. Analyzing Investec Global competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Investec Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Investec Global Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Investec Global competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
17.43	17.98	18.53

Details

Intrinsic

Valuation

Low	Real	High
16.99	17.54	18.09

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Investec Global. Your research has to be compared to or analyzed against Investec Global's peers to derive any actionable benefits. When done correctly, Investec Global's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Investec Global Franchise.

Investec Global Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Investec Global and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Investec and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Investec Global Franchise does not affect the price movement of the other competitor.

	IMYCX	MRHYX	PHDTX	PGHCX	BUFHX	RIMOX	PXHAX
IMYCX		0.72	0.84	0.9	0.7	0.61	0.92	IMYCX
MRHYX	0.72		0.89	0.89	0.9	0.63	0.7	MRHYX
PHDTX	0.84	0.89		0.93	0.93	0.79	0.77	PHDTX
PGHCX	0.9	0.89	0.93		0.88	0.72	0.83	PGHCX
BUFHX	0.7	0.9	0.93	0.88		0.83	0.62	BUFHX
RIMOX	0.61	0.63	0.79	0.72	0.83		0.4	RIMOX
PXHAX	0.92	0.7	0.77	0.83	0.62	0.4		PXHAX
	IMYCX	MRHYX	PHDTX	PGHCX	BUFHX	RIMOX	PXHAX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Investec Mutual Fund performing well and Investec Global Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Investec Global's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
IMYCX	0.11	0.01	(0.33)	(1.63)	(0.18)	0.29	(0.29)	0.86
MRHYX	0.11	0.01	(0.32)	3.28	(0.14)	0.24	(0.12)	0.82
PHDTX	0.09	0.02	(0.34)	1.51	(0.14)	0.22	(0.11)	0.56
PGHCX	0.11	0.01	(0.22)	1.35	(0.33)	0.27	(0.26)	0.79
BUFHX	0.09	0.02	(0.30)	3.51	(0.13)	0.19	(0.09)	0.83
RIMOX	0.05	0.01	(0.50)	1.20	(0.07)	0.15	(0.10)	0.56
PXHAX	0.10	0.00	(0.39)	0.08	(0.20)	0.17	(0.16)	0.82

Unable to evaluate fundamental data of [IMYCX, MRHYX, PHDTX, PGHCX, BUFHX, RIMOX, PXHAX] at this time. Please try again later

All Fundamental Data

Investec Global Competitive Analysis

The better you understand Investec Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Investec Global's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Investec Global's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	ZGFAX	IMYCX	MRHYX	PHDTX	PGHCX	BUFHX	RIMOX	PXHAX
	0.17 18.01 Investec	0.29 6.98 Voya	0.12 8.56 Msift	0.22 8.99 Pace	0.26 3.82 Virtus	0.09 10.87 Buffalo	0.05 19.82 City	0.16 6.11 Pax
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Insignificant	OK	Solid	OK	Good	Good	Insignificant
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell
Net Asset	76.01 M	531.36 M	186.85 M	193.4 M	45.77 M	325.77 M	2.29 B	573.08 M
Price To Book	N/A	N/A	N/A	N/A	4.64 X	N/A	0.40 X	0.99 X
Five Year Return	8.42 %	2.31 %	3.88 %	N/A	3.87 %	6.15 %	2.72 %	2.87 %
One Year Return	10.92 %	7.67 %	11.85 %	N/A	10.96 %	11.35 %	8.92 %	9.37 %
Last Dividend Paid	0.02	0.03	0.04	N/A	0.01	0.04	0.22	0.02
Price To Sales	N/A	N/A	N/A	N/A	3.73 X	N/A	0.09 X	0.37 X
Cash Position Weight	6.51 %	5.09 %	0.24 %	1.93 %	8.17 %	4.20 %	6.36 %	3.34 %
Equity Positions Weight	93.49 %	0.45 %	0.02 %	0.48 %	0.41 %	N/A	0.12 %	0.25 %
Three Year Return	3.10 %	1.03 %	3.42 %	N/A	2.84 %	5.25 %	2.03 %	1.25 %
Annual Yield	0 %	0 %	0.01 %	0.06 %	0.01 %	0.03 %	0.06 %	0.05 %
Year To Date Return	10.17 %	6.65 %	9.19 %	N/A	8.84 %	9.74 %	6.95 %	6.73 %
Bond Positions Weight	N/A	10.64 %	12.08 %	96.04 %	11.64 %	7.11 %	86.16 %	11.22 %
Ten Year Return	N/A	5.49 %	N/A	N/A	4.89 %	5.10 %	4.33 %	5.10 %
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	18.01	6.98	8.56	8.99	3.82	10.87	19.82	6.11
Period Momentum Indicator	0.03	(0.02)	(0.01)	(0.02)	(0.01)	0.01	(0.01)	(0.01)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	18.01	6.98	8.56	8.99	3.82	10.87	19.82	6.11
Price Action Indicator	0.015	(0.01)	(0.01)	(0.01)	(0.01)	0.005	(0.01)	(0.01)
Coefficient Of Variation	973.23	997.38	647.18	346.38	734.96	414.46	446.63	1155.46
Mean Deviation	0.4464	0.1079	0.1056	0.0935	0.1112	0.0885	0.0535	0.1028
Jensen Alpha	0.0502	0.0056	0.0112	0.0229	0.0134	0.0192	0.0072	2.0E-4
Total Risk Alpha	(0.01)	(0.01)	(0)	0.0118	(0)	0.0068	(0.0005)	(0.01)
Sortino Ratio	(0.05)	(0.33)	(0.32)	(0.34)	(0.22)	(0.30)	(0.50)	(0.39)
Downside Variance	0.3348	0.044	0.04	0.0229	0.0777	0.0342	0.0181	0.0341
Standard Deviation	0.558	0.1535	0.1391	0.1181	0.1775	0.1229	0.0791	0.1451
Kurtosis	(0.27)	1.93	4.06	0.4428	1.7	6.89	11.52	1.03
Potential Upside	0.9233	0.2874	0.235	0.2245	0.266	0.1878	0.1515	0.1653
Treynor Ratio	(1.27)	(1.63)	3.28	1.51	1.35	3.51	1.2	0.0824
Maximum Drawdown	2.33	0.8617	0.8177	0.5647	0.793	0.8341	0.5569	0.821
Variance	0.3114	0.0236	0.0193	0.0139	0.0315	0.0151	0.0063	0.021
Market Risk Adjusted Performance	(1.26)	(1.62)	3.29	1.52	1.36	3.52	1.21	0.0924
Risk Adjusted Performance	0.0713	0.0354	0.0697	0.1573	0.0676	0.1255	0.0804	0.0227
Skewness	(0.21)	0.4126	(1.24)	0.1099	0.8392	(1.37)	(2.21)	0.5443
Semi Deviation	0.4726	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Information Ratio	(0.05)	(0.46)	(0.46)	(0.43)	(0.34)	(0.45)	(0.86)	(0.50)
Value At Risk	(0.92)	(0.29)	(0.12)	(0.11)	(0.26)	(0.09)	(0.10)	(0.16)
Expected Short fall	(0.50)	(0.18)	(0.14)	(0.14)	(0.33)	(0.13)	(0.07)	(0.20)
Downside Deviation	0.5787	0.2098	0.1999	0.1515	0.2787	0.1849	0.1344	0.1848
Semi Variance	0.2234	(0)	(0)	(0.03)	(0.01)	(0.02)	(0.01)	(0)

Investec Global Competition Performance Charts

Five steps to successful analysis of Investec Global Competition

Investec Global's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Investec Global Franchise in relation to its competition. Investec Global's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Investec Global in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Investec Global's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Investec Global Franchise, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Investec Global position

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Other Information on Investing in Investec Mutual Fund

Investec Global 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 Global security.

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