Investec Emerging Markets Fund Quote

ZEMIX Fund  USD 11.03  0.10  0.90%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Investec Emerging is trading at 11.03 as of the 13th of November 2024; that is 0.9 percent down since the beginning of the trading day. The fund's open price was 11.13. Investec Emerging has about a 20 % 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 14th of October 2024 and ending today, the 13th 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

  1.0ZEMAX Investec Emerging MarketsPairCorr
  0.72ZIFIX Ninety One InternationalPairCorr

Investec Mutual Fund Highlights

Thematic Ideas
(View all Themes)
Fund ConcentrationNinety One Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Emerging Markets Funds, Market Neutral Funds, Diversified Emerging Mkts, Ninety One, Large Blend, Diversified Emerging Mkts (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Investec Emerging Markets [ZEMIX] is traded in USA and was established 13th 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 16.06% with the current yeild of 0.02%, while the total return for the last 3 years was -0.77%.
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

BABAAlibaba Group HoldingStockConsumer Discretionary
JDJD Inc AdrStockConsumer Discretionary
NTESNetEaseStockCommunication Services
YUMCYum China HoldingsStockConsumer Discretionary
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Investec Emerging Markets Risk Profiles

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.
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