Founded in 2010, Ibiuna Investimentos is an independent asset management firm with over BRL 28 billion in assets under management, distributed in MACRO, EQUITIES and CREDIT funds.
under management
of consistent returns
investment strategies
investors
MACRO | ||||||||||||
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Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
+ | Ibiuna Hedge FIC FIM | 0,38% | 0,77% | 0,63% | 9,35% | 19,59% | 33,96% | 300,17% |
FIC: 1.866 MASTER: 3.397 |
FIC: 2.298 MASTER: 4.418 |
Details | |
% CDI | 952% | 97% | 25% | 74% | 71% | 95% | 131% | |||||
Inception date:
29/10/2010
NAV date:
27/03/2024
NAV:
400,1723936
Benchmark:
CDI |
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+ | Ibiuna Hedge STH FIC FIM | 0,57% | 0,84% | -0,05% | 8,81% | 17,98% | 36,75% | 292,51% |
FIC: 3.636 MASTER: 13.117 |
FIC: 4.299 MASTER: 15.127 |
Details | |
% CDI | 1.412% | 107% | - | 70% | 65% | 103% | 173% | |||||
Inception date:
30/11/2012
NAV date:
27/03/2024
NAV:
392,5053205
Benchmark:
CDI |
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+ | Ibiuna Previdencia FIC FIM | 0,37% | 0,72% | 0,40% | 10,11% | 23,62% | 41,72% | 312,13% |
FIC: 6 MASTER: 2.246 |
FIC: 6 MASTER: 2.845 |
Details | |
% CDI | 920% | 92% | 15% | 80% | 86% | 117% | 143% | |||||
Inception date:
25/02/2011
NAV date:
27/03/2024
NAV:
5,3246696
Benchmark:
CDI |
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+ | Ibiuna Previdencia Icatu FIM | 0,36% | 0,73% | 0,38% | 9,90% | 22,90% | 40,07% | 201,18% |
FIC: 334 MASTER: 726 |
FIC: 404 MASTER: 987 |
Details | |
% CDI | 902% | 92% | 15% | 78% | 83% | 113% | 130% | |||||
Inception date:
19/09/2013
NAV date:
27/03/2024
NAV:
301,1765083
Benchmark:
CDI |
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+ | Ibiuna ST Prev Icatu FIM CP | 0,63% | 0,97% | 0,02% | 9,11% | - | - | 6,90% |
FIC: 50 MASTER: 1.500 |
FIC: 61 MASTER: 1.800 |
Details | |
% CDI | 1.577% | 123% | 1% | 72% | - | - | 37% | |||||
Inception date:
28/10/2022
NAV date:
27/03/2024
NAV:
106,9044874
Benchmark:
CDI |
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EQUITIES | ||||||||||||
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Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
+ | Ibiuna Long Short STLS FIC FIM | 0,11% | -2,29% | -1,27% | 8,31% | 37,48% | 55,67% | 236,72% |
FIC: 808 MASTER: 2.038 |
FIC: 794 MASTER: 2.149 |
Details | |
% CDI | 280% | - | - | 66% | 136% | 157% | 151% | |||||
Inception date:
31/07/2013
NAV date:
27/03/2024
NAV:
336,7158221
Benchmark:
CDI |
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+ | Ibiuna Long Biased FIC FIM | 0,28% | -2,72% | -4,48% | 12,40% | 19,32% | 37,37% | 274,13% |
FIC: 199 MASTER: 199 |
FIC: 249 MASTER: 289 |
Details | |
Dif. IMA-B | 0,05% | -2,79% | -4,66% | -0,16% | -2,52% | 11,07% | 85,41% | |||||
Inception date:
20/05/2013
NAV date:
27/03/2024
NAV:
374,1347398
Benchmark:
IMA-B |
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+ | Ibiuna Equities FIC FIA | 0,58% | -1,72% | -4,00% | 25,53% | 13,90% | 23,69% | 291,15% |
FIC: 35 MASTER: 151 |
FIC: 35 MASTER: 168 |
Details | |
Dif. IBRX | -0,10% | -0,65% | 0,62% | -4,07% | 7,08% | 12,37% | 117,92% | |||||
Inception date:
29/07/2011
NAV date:
27/03/2024
NAV:
391,1527986
Benchmark:
IBRX |
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+ | Ibiuna Equities 30 FIC FIA | 0,58% | -1,72% | -3,97% | 25,47% | 13,42% | 23,26% | 115,21% |
FIC: 109 MASTER: 151 |
FIC: 121 MASTER: 168 |
Details | |
Dif. IBRX | -0,10% | -0,65% | 0,65% | -4,12% | 6,59% | 12,06% | 10,23% | |||||
Inception date:
19/01/2017
NAV date:
27/03/2024
NAV:
215,210611
Benchmark:
IBRX |
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+ | Sulamerica Ibiuna LB Prev FIM | 0,11% | 0,37% | 1,40% | 11,61% | 19,69% | 28,99% | 54,12% |
FIC: 62 MASTER: 62 |
FIC: 67 MASTER: 67 |
Details | |
% CDI | 276% | 47% | 54% | 92% | 71% | 82% | 99% | |||||
Inception date:
23/04/2018
NAV date:
27/03/2024
NAV:
154,1173684
Benchmark:
CDI |
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CREDIT | ||||||||||||
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Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
+ | Ibiuna Credit FIC FIM Cred Priv | 0,03% | 1,12% | 3,65% | 14,08% | 29,23% | 40,34% | 46,47% |
FIC: 1.404 MASTER: 1.408 |
FIC: 1.575 MASTER: 1.581 |
Details | |
% CDI | 76% | 141% | 141% | 111% | 106% | 114% | 125% | |||||
Inception date:
31/07/2020
NAV date:
27/03/2024
NAV:
146,4717242
Benchmark:
CDI |
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At Ibiuna Investimentos, we believe that initiatives with positive impact on society are essential to any kind of business. We are confident that, by thoroughly incorporating these themes in our DNA, we generate benefits that go well beyond performance.
The firm has the support of an external consultant specialized in sustainable finance to monitor and measure relevant ESG factors and support the integration of these factors into our processes.
As investors and citizens, we believe that it is our duty to impact society positively by encouraging companies that are present in our portfolios to improve their practices concerning ESG factors.
For more information, check our ESG Policy here.
In addition to integrating ESG factors to Ibiuna’s investment processes, we have partnerships that allow us to directly impact society in a positive and relevant manner.
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