Investec Global Franchise Fund Quote
| ZGFIX Fund | USD 17.73 0.04 0.23% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Investec Global is trading at 17.73 as of the 17th of January 2025; that is 0.23 percent up since the beginning of the trading day. The fund's open price was 17.69. Investec Global has about a 22 % 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. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 17th of January 2025. Click here to learn more.
Under normal circumstances, the Adviser seeks to achieve the funds investment objective by investing primarily in common stocks of large capitalization companies that the Adviser believes have rare and exceptional qualities that create enduring competitive advantages and strong global brands or franchises. More on Investec Global Franchise
Moving together with Investec Mutual Fund
Investec Mutual Fund Highlights
| Update Date | 31st of December 2024 |
Investec Global Franchise [ZGFIX] is traded in USA and was established 17th of January 2025. Investec Global is listed under Ninety One category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Ninety One family. The entity is thematically classified as World Allocation Funds. This fund at this time has accumulated 76.01 M in net assets with no minimum investment requirementsInvestec Global Franchise is currently producing year-to-date (YTD) return of 8.87% with the current yeild of 0.0%, while the total return for the last 3 years was 2.79%.
Check Investec 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 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 Global Franchise 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 Global Franchise Mutual Fund Constituents
| ASML | ASML Holding NV | Stock | Information Technology | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| INTU | Intuit Inc | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MCO | Moodys | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| PM | Philip Morris International | Stock | Consumer Staples |
Investec Global Franchise Risk Profiles
| Mean Deviation | 0.4521 | |||
| Semi Deviation | 0.7394 | |||
| Standard Deviation | 0.6337 | |||
| Variance | 0.4016 |
Investec Global Against Markets
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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