Edgepoint Global Portfolio Fund Quote
| 0P0000IUYO | CAD 38.93 0.09 0.23% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Edgepoint Global is trading at 38.93 as of the 29th of November 2024. This is a 0.23 percent decrease since the beginning of the trading day. The fund's open price was 39.02. Edgepoint Global has less than a 19 % 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 Edgepoint Global Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of September 2024 and ending today, the 29th of November 2024. Click here to learn more.
The Funds objective is to provide long-term capital appreciation by investing primarily in global equity securities. EdgePoint Global is traded on Toronto Stock Exchange in Canada. More on Edgepoint Global Portfolio
Moving together with Edgepoint Fund
| 0.9 | 0P00012UCU | RBC Global Equity | PairCorr |
| 0.86 | 0P0001FAU5 | TD Comfort Aggressive | PairCorr |
| 0.87 | 0P0001D8QF | BMO Concentrated Global | PairCorr |
Edgepoint 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. Edgepoint Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Edgepoint Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Global Equity, EdgePoint Wealth Management Inc (View all Sectors) |
Edgepoint Global Portfolio [0P0000IUYO] is traded in Canada and was established 29th of November 2024. The fund is listed under Global Equity category and is part of EdgePoint Wealth Management Inc family. Edgepoint Global Por presently has accumulated 6.78 B in total net assets with minimum initial investment of 20 K. , while the total return for the last 3 years was -1.18%.
Check Edgepoint Global 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 Edgepoint Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Edgepoint 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 Edgepoint Global Portfolio 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.
Edgepoint Global Por Risk Profiles
Although Edgepoint Global's alpha and beta are two of the key measurements used to evaluate Edgepoint Global's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5117 | |||
| Semi Deviation | 0.4922 | |||
| Standard Deviation | 0.6409 | |||
| Variance | 0.4108 |
Edgepoint Global Against Markets
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Our tools can tell you how much better you can do entering a position in Edgepoint Global 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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Fundamental AnalysisView fundamental data based on most recent published financial statements |
| All Next | Launch Module |
Other Information on Investing in Edgepoint Fund
Edgepoint Global financial ratios help investors to determine whether Edgepoint 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 Edgepoint with respect to the benefits of owning Edgepoint Global security.
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