Gqg Partners Minimum Initial Investment vs. Five Year Return

GQGIX Fund  USD 17.17  0.04  0.23%   
Based on Gqg Partners' profitability indicators, Gqg Partners Emerg may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Gqg Partners' ability to earn profits and add value for shareholders.
For Gqg Partners profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Gqg Partners to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Gqg Partners Emerg utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Gqg Partners's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Gqg Partners Emerg over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between Gqg Partners' value and its price as these two are different measures arrived at by different means. Investors typically determine if Gqg Partners is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Gqg Partners' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Gqg Partners Emerg Five Year Return vs. Minimum Initial Investment Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Gqg Partners's current stock value. Our valuation model uses many indicators to compare Gqg Partners value to that of its competitors to determine the firm's financial worth.
Gqg Partners Emerg is one of the top funds in minimum initial investment among similar funds. It also is one of the top funds in five year return among similar funds . The ratio of Minimum Initial Investment to Five Year Return for Gqg Partners Emerg is about  58,591 . 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 Gqg Partners' earnings, one of the primary drivers of an investment's value.

Gqg Five Year Return vs. Minimum Initial Investment

Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Gqg Partners

Minimum Initial Investment

=

First Fund Deposit

 = 
500 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Gqg Partners

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
8.53 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

Gqg Five Year Return Comparison

Gqg Partners is currently under evaluation in five year return among similar funds.

Gqg Partners Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Gqg Partners, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Gqg Partners will eventually generate negative long term returns. The profitability progress is the general direction of Gqg Partners' change in net profit over the period of time. It can combine multiple indicators of Gqg Partners, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. The equity securities in which the fund invests are primarily publicly traded common stocks. For purposes of the funds 80 percent investment policy, however, equity securities also include depositary receipts and P-Notes. The fund is non-diversified.

Gqg Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Gqg Partners. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Gqg Partners position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Gqg Partners' important profitability drivers and their relationship over time.

Use Gqg Partners in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Gqg Partners position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Gqg Partners will appreciate offsetting losses from the drop in the long position's value.

Gqg Partners Pair Trading

Gqg Partners Emerg Pair Trading Analysis

The ability to find closely correlated positions to Gqg Partners could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Gqg Partners when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Gqg Partners - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Gqg Partners Emerg to buy it.
The correlation of Gqg Partners is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Gqg Partners moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Gqg Partners Emerg moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Gqg Partners can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Gqg Partners position

In addition to having Gqg Partners in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Financials Thematic Idea Now

Financials
Financials Theme
Companies that provide financial services to business or retail customers. The Financials theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Financials Theme or any other thematic opportunities.
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Other Information on Investing in Gqg Mutual Fund

To fully project Gqg Partners' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Gqg Partners Emerg at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Gqg Partners' income statement, its balance sheet, and the statement of cash flows.
Potential Gqg Partners investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Gqg Partners investors may work on each financial statement separately, they are all related. The changes in Gqg Partners's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Gqg Partners's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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Pair Correlation
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