Founded in 2010, Ibiuna Investimentos is an independent asset management firm with over BRL 14 billion in assets under management, distributed in MACRO, FIXED INCOME, EQUITIES and CREDIT funds.
under management
of consistent returns
investment strategies
investors
| MACRO | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Ibiuna Hedge FIF CIC | -0,50% | -0,57% | 0,34% | 7,59% | 19,31% | 25,74% | 368,02% |
FIC: 352 MASTER: 899 |
FIC: 420 MASTER: 1.042 |
Details
|
|
| % CDI | - | - | 6% | 51% | 68% | 58% | 111% | |||||
|
Inception date:
29/10/2010
NAV date:
03/06/2026
NAV:
468,0233609
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| + | Ibiuna Hedge STH FIF CIC | -0,76% | -0,91% | -1,98% | 5,20% | 17,59% | 21,29% | 344,62% |
FIC: 479 MASTER: 2.671 |
FIC: 551 MASTER: 3.188 |
Details
|
|
| % CDI | - | - | - | 35% | 62% | 48% | 137% | |||||
|
Inception date:
30/11/2012
NAV date:
03/06/2026
NAV:
444,622176
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| + | Subclasse Ibiuna Hedge ST Plus | -1,13% | -1,35% | -4,84% | 1,93% | 13,79% | - | 12,91% |
FIC: 72 MASTER: 536 |
FIC: 71 MASTER: 635 |
Details
|
|
| % CDI | - | - | - | 13% | 48% | - | 43% | |||||
|
Inception date:
17/04/2024
NAV date:
03/06/2026
NAV:
110,1722796
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| + | Ibiuna Previdencia FIF CIC | -0,30% | -0,31% | 0,73% | 7,64% | 19,28% | 26,51% | 382,74% |
FIC: 5 MASTER: 633 |
FIC: 5 MASTER: 754 |
Details
|
|
| % CDI | - | - | 13% | 52% | 68% | 60% | 121% | |||||
|
Inception date:
25/02/2011
NAV date:
03/06/2026
NAV:
6,2369184
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| + | Ibiuna Previdencia Icatu FIF | -0,30% | -0,32% | 0,49% | 7,27% | 18,81% | 25,66% | 250,92% |
FIC: 92 MASTER: 153 |
FIC: 113 MASTER: 181 |
Details
|
|
| % CDI | - | - | 8% | 49% | 66% | 58% | 108% | |||||
|
Inception date:
19/09/2013
NAV date:
03/06/2026
NAV:
350,9208939
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| + | Ibiuna ST Prev Icatu FIF CP | -0,65% | -0,75% | -1,45% | 4,54% | 15,77% | 19,65% | 19,20% |
FIC: 15 MASTER: 374 |
FIC: 20 MASTER: 423 |
Details
|
|
| % CDI | - | - | - | 31% | 55% | 45% | 35% | |||||
|
Inception date:
28/10/2022
NAV date:
03/06/2026
NAV:
119,1969272
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| FIXED INCOME | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Subclasse Ibiuna RF Ativo Inst | 0,11% | 0,17% | 5,71% | 14,72% | - | - | 24,25% |
FIC: 102 MASTER: 147 |
FIC: 66 MASTER: 85 |
Details
|
|
| % CDI | 207% | 107% | 98% | 99% | - | - | 105% | |||||
|
Inception date:
31/10/2024
NAV date:
03/06/2026
NAV:
124,7554534
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| EQUITIES | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Ibiuna Long Short STLS FIF CIC | -0,80% | -2,01% | -8,50% | 1,70% | 20,38% | 31,00% | 298,60% |
FIC: 608 MASTER: 1.825 |
FIC: 608 MASTER: 1.799 |
Details
|
|
| % CDI | - | - | - | 12% | 72% | 70% | 126% | |||||
|
Inception date:
31/07/2013
NAV date:
03/06/2026
NAV:
398,6046998
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| + | Ibiuna Long Biased FIF CIC | -2,52% | -4,47% | -18,23% | -1,24% | 27,52% | 28,35% | 340,43% |
FIC: 153 MASTER: 212 |
FIC: 151 MASTER: 198 |
Details
|
|
| Dif. IMA-B | -1,86% | -3,37% | -22,26% | -11,02% | 12,51% | 5,82% | 109,41% | |||||
|
Inception date:
20/05/2013
NAV date:
03/06/2026
NAV:
440,4346758
Benchmark:
IMA-B |
||||||||||||
|
|
||||||||||||
| + | Ibiuna Equities CIC FIA | -2,71% | -3,03% | -3,81% | 13,48% | 43,53% | 50,44% | 420,99% |
FIC: 318 MASTER: 411 |
FIC: 268 MASTER: 303 |
Details
|
|
| Dif. IBRX | -0,49% | -1,07% | -9,64% | -10,30% | 3,99% | -6,57% | 155,66% | |||||
|
Inception date:
29/07/2011
NAV date:
03/06/2026
NAV:
520,9887665
Benchmark:
IBRX |
||||||||||||
|
|
||||||||||||
| + | Sulamerica Ibiuna LB Prev FIF | -0,37% | -0,80% | -0,09% | 10,94% | 27,39% | 37,86% | 95,56% |
FIC: 46 MASTER: 46 |
FIC: 46 MASTER: 46 |
Details
|
|
| % CDI | - | - | - | 74% | 96% | 86% | 94% | |||||
|
Inception date:
23/04/2018
NAV date:
03/06/2026
NAV:
195,5613936
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| + | Subclasse Ibiuna Total Return | -1,89% | -3,17% | -13,91% | -2,28% | 17,45% | - | 14,01% |
FIC: 226 MASTER: 227 |
FIC: 245 MASTER: 251 |
Details
|
|
| % CDI | - | - | - | - | 61% | - | 48% | |||||
|
Inception date:
17/05/2024
NAV date:
03/06/2026
NAV:
116,7972501
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| CREDIT | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Ibiuna Credit FIF CIC Cred Priv | 0,07% | 0,23% | 5,89% | 15,65% | 29,90% | 47,83% | 93,67% |
FIC: 1.053 MASTER: 1.191 |
FIC: 1.042 MASTER: 1.180 |
Details
|
|
| % CDI | 133% | 141% | 101% | 106% | 105% | 109% | 118% | |||||
|
Inception date:
31/07/2020
NAV date:
03/06/2026
NAV:
193,6675636
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| + | Subclasse Ibiuna Total Credit | 0,07% | 0,30% | 5,96% | 16,33% | 30,18% | 44,35% | 77,37% |
FIC: 36 MASTER: 36 |
FIC: 66 MASTER: 66 |
Details
|
|
| % CDI | 133% | 186% | 102% | 110% | 106% | 101% | 101% | |||||
|
Inception date:
31/05/2021
NAV date:
03/06/2026
NAV:
188,3321193
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| + | Ibiuna I Credit Prev Itau FIC FIM | 0,05% | 0,77% | 5,09% | 11,98% | 26,85% | - | 28,67% |
FIC: 22 MASTER: 22 |
FIC: 13 MASTER: 13 |
Details
|
|
| % CDI | 87% | 95% | 103% | 102% | 106% | - | 103% | |||||
|
Inception date:
20/03/2023
NAV date:
22/05/2025
NAV:
128,6714088
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| + | Subclasse Ibiuna Credit Deb Inc RF | 0,06% | 0,58% | 5,56% | 12,86% | - | - | 13,60% |
FIC: 640 MASTER: 640 |
FIC: 309 MASTER: 309 |
Details
|
|
| % CDI | 109% | 108% | 120% | 110% | - | - | 110% | |||||
|
Inception date:
19/04/2024
NAV date:
15/05/2025
NAV:
114,4820035
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
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.
| Cookie | Duration | Description |
|---|---|---|
| cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
| cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
| cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
| cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
| cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
| viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |