Investec Emerging Markets Fund Manager Performance Evaluation
| ZEMIX Fund | USD 13.80 0.28 2.07% |
The fund retains a Market Volatility (i.e., Beta) of 0.0308, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Investec Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Investec Emerging is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Investec Emerging Markets are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Investec Emerging showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.8600 |
Investec |
Investec Emerging Relative Risk vs. Return Landscape
If you would invest 1,046 in Investec Emerging Markets on November 8, 2025 and sell it today you would earn a total of 306.00 from holding Investec Emerging Markets or generate 29.25% return on investment over 90 days. Investec Emerging Markets is currently producing 0.4585% returns and takes up 2.5953% volatility of returns over 90 trading days. Put another way, 23% of traded mutual funds are less volatile than Investec, and 91% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Investec Emerging Current Valuation
Undervalued
Today
Please note that Investec Emerging's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Investec Emerging Markets retains a regular Real Value of $14.29 per share. The prevalent price of the fund is $13.8. We determine the value of Investec Emerging Markets from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Investec Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Investec Mutual Fund. However, Investec Emerging's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.8 | Real 14.29 | Hype 13.52 | Naive 13.85 |
The intrinsic value of Investec Emerging's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Investec Emerging's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Investec Emerging Markets helps investors to forecast how Investec mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Investec Emerging more accurately as focusing exclusively on Investec Emerging's fundamentals will not take into account other important factors: Investec Emerging Target Price Odds to finish over Current Price
The tendency of Investec Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 13.80 | 90 days | 13.80 | about 7.72 |
Based on a normal probability distribution, the odds of Investec Emerging to move above the current price in 90 days from now is about 7.72 (This Investec Emerging Markets probability density function shows the probability of Investec Mutual Fund to fall within a particular range of prices over 90 days) .
Investec Emerging Price Density |
| Price |
Predictive Modules for Investec Emerging
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Investec Emerging Markets. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Investec Emerging Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Investec Emerging is not an exception. The market had few large corrections towards the Investec Emerging's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Investec Emerging Markets, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Investec Emerging within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.40 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 1.51 | |
Ir | Information ratio | 0.13 |
Investec Emerging Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Investec Emerging for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Investec Emerging Markets can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 97.92% of its net assets in stocks |
Investec Emerging Fundamentals Growth
Investec Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Investec Emerging, and Investec Emerging fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Investec Mutual Fund performance.
| Total Asset | 253.45 M | ||||
About Investec Emerging Performance
Evaluating Investec Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Investec Emerging has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Investec Emerging has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. The equity securities in which it invests are primarily common stocks, but may also include preferred stock, American Depositary Receipts, European Depositary Receipts and Global Depositary Receipts. The fund may invest in securities of companies with any market capitalization. It is non-diversified.Things to note about Investec Emerging Markets performance evaluation
Checking the ongoing alerts about Investec Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Investec Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 97.92% of its net assets in stocks |
- Analyzing Investec Emerging's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Investec Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Investec Emerging's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Investec Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investec Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Investec Emerging's mutual fund. These opinions can provide insight into Investec Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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