Investec Emerging Markets Fund Quote
| ZEMIX Fund | USD 10.72 0.06 0.56% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Investec Emerging is trading at 10.72 as of the 29th of November 2024; that is 0.56 percent down since the beginning of the trading day. The fund's open price was 10.78. Investec Emerging has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading 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 10th of December 2022 and ending today, the 29th of November 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
Investec Mutual Fund Highlights
| Thematic Idea | Emerging Markets Funds (View all Themes) |
| Fund Concentration | Ninety One Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Emerging Markets Funds, Diversified Emerging Mkts, Ninety One, Large Blend, Diversified Emerging Mkts (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Investec Emerging Markets [ZEMIX] is traded in USA and was established 29th of November 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 12.41% with the current yeild of 0.02%, while the total return for the last 3 years was -1.59%.
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 Markets Risk Profiles
| Mean Deviation | 0.6948 | |||
| Semi Deviation | 0.9668 | |||
| Standard Deviation | 0.9132 | |||
| Variance | 0.8339 |
Investec Emerging Against Markets
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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
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| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |