Fundo Investec Competition

Funds . Brazil . 
Fund . Fundo Investec IMB
WPLZ11 Fund  BRL 50.25  1.41  2.73%   
Fundo Investec IMB competes with Energisa, BTG Pactual, Plano Plano, Companhia Habitasul, and Telefonaktiebolaget; as well as few others. The fund is not listed under any group at this time. Analyzing Fundo Investec competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Fundo Investec to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Fundo Investec Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Fundo Investec competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
46.7150.2553.79
Details
Intrinsic
Valuation
LowRealHigh
44.7348.2751.81
Details

Fundo Investec Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Fundo Investec and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Fundo and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Fundo Investec IMB does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
SUZB3
+ 0.86
C1AB34
BTLG11
+ 0.85
ENGI11
SUZB3
+ 0.82
E1RI34
B1TI34
+ 0.82
C1AB34
HBTS5
+ 0.75
ENGI11
E1RI34
+ 0.74
BVAR11
  
High negative correlations   
SUZB3
- 0.9
ENGI11
BVAR11
- 0.88
HBTS5
SUZB3
- 0.86
BTLG11
C1AB34
- 0.83
ENGI11
E1RI34
- 0.81
BTLG11
E1RI34
- 0.8
ENGI11

Risk-Adjusted Indicators

There is a big difference between Fundo Fund performing well and Fundo Investec Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Fundo Investec's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
ENGI11  1.23 (0.40) 0.00 (1.92) 0.00 
 0.00 
 2.47 
(2.71)
 5.72 
BTLG11  0.77 (0.16) 0.00  3.43  0.00 
 0.00 
 1.20 
(2.15)
 8.00 
PLPL3  1.95 (0.43) 0.00 (0.61) 0.00 
 0.00 
 3.24 
(4.22)
 13.45 
HBTS5  1.85 (0.38) 0.00  3.21  0.00 
 0.00 
 6.83 
(6.25)
 20.48 
BVAR11  0.39  0.07  0.00 (0.25) 0.00 
 0.00 
 0.24 
 0.00 
 10.26 
E1RI34  1.30  0.35  0.23 (1.68) 0.74 
(2.48)
 3.62 
(2.09)
 16.05 
C1AB34  1.38  0.34  0.10 (0.88) 1.95 
(1.67)
 4.00 
(4.48)
 13.73 
BEWZ39  1.08  0.05  0.01 (0.17) 1.67 
(1.01)
 2.09 
(2.97)
 8.59 
B1TI34  1.00  0.09  0.05 (0.87) 1.20 
(1.10)
 2.49 
(1.94)
 5.19 
SUZB3  1.15  0.26  0.18  19.17  1.03 
(1.29)
 2.79 
(2.34)
 7.07 
All Fundamental Data

Fundo Investec Competitive Analysis

The better you understand Fundo Investec competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fundo Investec's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Fundo Investec's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
WPLZ11 ENGI11 BTLG11 PLPL3 HBTS5 BVAR11 E1RI34 C1AB34 BEWZ39 B1TI34
 2.73 
 50.25 
Fundo
 3.64 
 37.11 
Energisa
 0.02 
 90.88 
BTG
 6.18 
 9.57 
Plano
 1.50 
 28.50 
Companhia
 0.17 
 1,442 
FDO
 1.44 
 25.29 
Telefonaktiebolaget
 0.43 
 11.55 
Cable
 3.70 
 48.87 
Ishares
 1.63 
 44.68 
British
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Not too volatile
Not too volatile
Very steady
Very steady
Not too volatile
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Good
Good
Good
Very Weak
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Below Average
Unknown
Low
Low
About Average
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Fairly Valued
Under Valued
Over Valued
Over Valued
Over Valued
Over Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Buy
Strong Hold
Strong Buy
Hold
Hold
Hold
Cautious Hold
Hold
Strong Hold
Current Ratio
N/A
1.65
2.78
5.68
0.51
N/A
1.86
N/A
N/A
Net Asset
N/A
54.77 B
N/A
1.27 B
1.32 B
305.61 B
6.95 B
N/A
137.37 B
Profit Margin
N/A
0.086
18.96
0.0763
0.068
0.069
0.22
N/A
0.24
EBITDA
N/A
6.46 B
N/A
190.28 M
196.32 M
38.66 B
789.6 M
N/A
11.73 B
Operating Margin
N/A
0.21
62.59
0.0975
0.27
N/A
0.31
N/A
0.42
Current Valuation
N/A
18.78 B
202.43 M
971.73 M
470.48 M
101.24 B
41.25 B
N/A
729.19 B
Price To Book
N/A
N/A
1.08
1.81
0.55
1.46
2.3
N/A
0.2
Five Year Return
N/A
2.94
N/A
N/A
2.94
N/A
N/A
N/A
N/A
Retained Earnings
N/A
N/A
N/A
N/A
260 M
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
79 M
N/A
N/A
N/A
N/A
Beta
N/A
0.66
0.65
-0.66
0.8
0.27
0.81
N/A
0.37
Number Of Employees
N/A
17.15 K
N/A
6
12
105.53 K
3.63 K
N/A
52.08 K
Shares Outstanding
N/A
N/A
1.65 M
198.26 M
5.95 M
6.66 B
1.16 B
N/A
2.24 B
Cash Flow From Operations
N/A
881.74 M
5.63 M
73.71 M
(80.77 M)
39.06 B
704.34 M
N/A
9.72 B
Annual Yield
N/A
0.086
N/A
0.0386
0.0384
0.0457
0.0136
N/A
0.0727
Total Debt
N/A
19.31 B
N/A
347.45 M
173.49 M
22.24 B
3.8 B
N/A
35.35 B
Return On Equity
N/A
0.23
1.13
0.29
0.0216
0.16
0.21
N/A
0.0957
Z Score
N/A
N/A
N/A
2.2
N/A
2.4
3.6
N/A
7.2
Return On Asset
N/A
0.0655
2.33
0.0624
0.0204
0.0592
0.0472
N/A
0.0501
Book Value Per Share
N/A
5.73
98.81
1.94
54.72
N/A
325.52
N/A
33.8
Current Liabilities
N/A
N/A
N/A
N/A
102 M
N/A
N/A
N/A
N/A
Total Asset
N/A
54.77 B
N/A
1.27 B
1.32 B
305.61 B
6.95 B
N/A
137.37 B
Debt To Equity
N/A
239.0
N/A
1.33
0.21
N/A
2.38
N/A
N/A
Target Price
N/A
58.89
N/A
6.04
N/A
N/A
N/A
N/A
N/A
Last Dividend Paid
N/A
0.67
0.32
0.16
N/A
N/A
11.1
N/A
2.18
Shares Owned By Institutions
N/A
43.09
0.03
12.07
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
11.03 B
157.42 M
814.83 M
167.92 M
101.28 B
24.75 B
N/A
436.53 B
Price To Earning
N/A
78.94
98.94
4.69
312.5
N/A
0.19
N/A
N/A
Price To Earnings To Growth
N/A
0.7
N/A
N/A
N/A
1.89
N/A
N/A
1.79
Price To Sales
N/A
0.41
14.75
0.52
1.1
0.79
13.89
N/A
18.26
Net Income
N/A
2.82 B
2.02 M
135.09 M
189.8 M
22.69 B
291.82 M
N/A
6.8 B
Earnings Per Share
N/A
1.38
1.08
0.5
1.21
1.44
1.56
N/A
18.26
Shares Owned By Insiders
N/A
N/A
N/A
69.28
36.19
N/A
N/A
N/A
N/A
Revenue
N/A
26.8 B
10.67 M
1.27 B
266.95 M
232.31 B
1.61 B
N/A
25.68 B
Working Capital
N/A
N/A
N/A
N/A
(23 M)
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
435.34 M
N/A
186.95 M
55.87 M
N/A
448.96 M
N/A
N/A
Cash Per Share
N/A
1.36
N/A
1.37
8.71
N/A
74.36
N/A
N/A
Gross Profit
N/A
4.54 B
8.26 M
396.77 M
172.12 M
113.49 B
1.15 B
N/A
22.85 B
Day Typical Price
50.44
37.46
91.66
9.79
28.33
1442.5
25.63
11.55
48.87
45.07
Accumulation Distribution
1.04
348111.0
0.0361
97258.32
3.51
N/A
1.5
N/A
N/A
0.0257
Market Facilitation Index
0.0061
N/A
3.38
N/A
0.0025
N/A
0.0259
N/A
N/A
1.18
Daily Balance Of Power
(2.47)
(0.85)
0.0059
(0.97)
0.84
(9,223,372,036,855)
0.3564
9.2 T
(9,223,372,036,855)
(0.63)
Period Momentum Indicator
(1.41)
(1.40)
0.02
(0.63)
0.42
(2.40)
0.36
0.05
(1.88)
(0.74)
Rate Of Daily Change
0.97
0.96
1.0
0.94
1.01
1.0
1.01
1.0
0.96
0.98
Day Median Price
50.54
37.63
92.05
9.9
28.25
1442.5
25.8
11.55
48.87
45.27
Price Action Indicator
(0.99)
(1.22)
(1.16)
(0.64)
0.46
(1.20)
(0.33)
0.025
(0.94)
(0.96)
Coefficient Of Variation
(2,031)
(405.37)
(787.06)
(623.92)
(955.93)
1827.64
608.12
663.88
2954.9
1313.42
Mean Deviation
2.0
1.23
0.7703
1.95
1.85
0.388
1.3
1.38
1.08
1.0
Jensen Alpha
(0.19)
(0.40)
(0.16)
(0.43)
(0.38)
0.0749
0.3538
0.34
0.0464
0.0899
Total Risk Alpha
(0.26)
(0.43)
(0.19)
(0.47)
(0.47)
0.0346
0.2972
0.278
0.005
0.057
Sortino Ratio
N/A
N/A
N/A
N/A
N/A
N/A
0.2307
0.0983
0.0128
0.0518
Downside Variance
N/A
N/A
N/A
N/A
N/A
N/A
2.05
10.19
3.16
1.77
Standard Deviation
3.45
1.57
1.21
2.52
3.57
1.45
2.19
2.28
1.53
1.29
Kurtosis
7.1
(0.16)
7.82
0.9402
6.49
28.6
17.31
2.96
1.33
0.3554
Potential Upside
3.62
2.47
1.2
3.24
6.83
0.2421
3.62
4.0
2.09
2.49
Treynor Ratio
(0.40)
(1.92)
3.43
(0.61)
3.21
(0.25)
(1.68)
(0.88)
(0.17)
(0.87)
Maximum Drawdown
23.07
5.72
8.0
13.45
20.48
10.26
16.05
13.73
8.59
5.19
Variance
11.88
2.46
1.47
6.33
12.78
2.12
4.79
5.18
2.34
1.66
Market Risk Adjusted Performance
(0.39)
(1.91)
3.44
(0.60)
3.22
(0.24)
(1.67)
(0.87)
(0.16)
(0.86)
Risk Adjusted Performance
(0.03)
(0.19)
(0.1)
(0.12)
(0.08)
0.048
0.1371
0.1262
0.0317
0.0643
Skewness
(0.29)
0.2666
1.23
(0.69)
(0.98)
2.45
3.32
0.2386
(0.33)
(0.12)
Semi Deviation
N/A
N/A
N/A
N/A
N/A
N/A
0.7425
1.95
1.67
1.2
Information Ratio
(0.06)
(0.27)
(0.15)
(0.17)
(0.11)
0.0347
0.1511
0.1378
0.0148
0.0535
Value At Risk
(4.58)
(2.71)
(2.15)
(4.22)
(6.25)
(0.0007)
(2.09)
(4.48)
(2.97)
(1.94)
Expected Short fall
N/A
N/A
N/A
N/A
N/A
N/A
(2.48)
(1.67)
(1.01)
(1.10)
Downside Deviation
N/A
N/A
N/A
N/A
N/A
N/A
1.43
3.19
1.78
1.33
Semi Variance
N/A
N/A
N/A
N/A
N/A
N/A
0.5513
3.79
2.78
1.45

Fundo Investec Competition Performance Charts

Five steps to successful analysis of Fundo Investec Competition

Fundo Investec's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Fundo Investec IMB in relation to its competition. Fundo Investec's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Fundo Investec in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Fundo Investec's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Fundo Investec IMB, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Fundo Investec position

In addition to having Fundo Investec 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 Health Management Thematic Idea Now

Health Management
Health Management Theme
Major hospitals and healthcare providers. The Health Management theme has 41 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 Health Management Theme or any other thematic opportunities.
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Other Information on Investing in Fundo Fund

Fundo Investec financial ratios help investors to determine whether Fundo 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 Fundo with respect to the benefits of owning Fundo Investec security.
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