About Ibiuna
Founded in 2010, Ibiuna Investimentos is an independent asset management firm with over BRL 17 billion in assets under management, distributed in MACRO, EQUITIES, CREDIT and QUANTITATIVE funds.
Founded in 2010, Ibiuna Investimentos is an independent asset management firm with over BRL 17 billion in assets under management, distributed in MACRO, EQUITIES, CREDIT and QUANTITATIVE 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 FIC FIM | 0,19% | -0,14% | -0,14% | 6,34% | 11,50% | 31,42% | 318,25% |
FIC: 894 MASTER: 1.594 |
FIC: 1.425 MASTER: 2.559 |
Details
|
|
| % CDI | 422% | - | - | 58% | 45% | 76% | 123% | |||||
|
Inception date:
29/10/2010
NAV date:
16/01/2025
NAV:
418,2492437
Benchmark:
CDI |
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|
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| + | Ibiuna Hedge STH FIC FIM | 0,28% | -0,48% | -0,48% | 5,27% | 7,25% | 30,45% | 305,88% |
FIC: 1.232 MASTER: 5.148 |
FIC: 2.509 MASTER: 9.034 |
Details
|
|
| % CDI | 607% | - | - | 49% | 29% | 74% | 159% | |||||
|
Inception date:
30/11/2012
NAV date:
16/01/2025
NAV:
405,8769839
Benchmark:
CDI |
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|
|
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| + | Ibiuna Previdencia FIC FIM | 0,16% | -0,12% | -0,12% | 6,09% | 13,40% | 37,73% | 330,93% |
FIC: 5 MASTER: 1.087 |
FIC: 5 MASTER: 1.717 |
Details
|
|
| % CDI | 356% | - | - | 56% | 53% | 92% | 134% | |||||
|
Inception date:
25/02/2011
NAV date:
16/01/2025
NAV:
5,5674685
Benchmark:
CDI |
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|
|
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| + | Ibiuna Previdencia Icatu FIM | 0,16% | -0,10% | -0,10% | 5,84% | 12,89% | 36,49% | 214,19% |
FIC: 188 MASTER: 378 |
FIC: 269 MASTER: 558 |
Details
|
|
| % CDI | 347% | - | - | 54% | 51% | 89% | 121% | |||||
|
Inception date:
19/09/2013
NAV date:
16/01/2025
NAV:
314,1892554
Benchmark:
CDI |
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|
|
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| + | Ibiuna ST Prev Icatu FIM CP | 0,24% | -0,37% | -0,37% | 5,03% | 7,40% | - | 10,26% |
FIC: 30 MASTER: 687 |
FIC: 42 MASTER: 1.108 |
Details
|
|
| % CDI | 523% | - | - | 46% | 29% | - | 36% | |||||
|
Inception date:
28/10/2022
NAV date:
16/01/2025
NAV:
110,2583447
Benchmark:
CDI |
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|
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| EQUITIES | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Ibiuna Long Short STLS FIC FIM | -0,33% | 0,48% | 0,48% | 3,60% | 15,48% | 51,78% | 255,16% |
FIC: 672 MASTER: 1.550 |
FIC: 770 MASTER: 1.856 |
Details
|
|
| % CDI | - | 96% | 96% | 33% | 61% | 126% | 142% | |||||
|
Inception date:
31/07/2013
NAV date:
16/01/2025
NAV:
355,1561458
Benchmark:
CDI |
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|
|
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| + | Ibiuna Long Biased FIC FIM | -1,36% | 0,65% | 0,65% | -6,67% | -0,14% | 24,34% | 258,20% |
FIC: 131 MASTER: 132 |
FIC: 174 MASTER: 179 |
Details
|
|
| Dif. IMA-B | -1,13% | -0,19% | -0,19% | -5,91% | -13,33% | 1,27% | 74,65% | |||||
|
Inception date:
20/05/2013
NAV date:
16/01/2025
NAV:
358,2014519
Benchmark:
IMA-B |
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|
|
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| + | Ibiuna Equities FIC FIA | -1,37% | 1,22% | 1,22% | -5,43% | 5,79% | 21,45% | 274,60% |
FIC: 13 MASTER: 72 |
FIC: 29 MASTER: 124 |
Details
|
|
| Dif. IBRX | -0,24% | 0,36% | 0,36% | -0,40% | -2,41% | 7,85% | 113,72% | |||||
|
Inception date:
29/07/2011
NAV date:
16/01/2025
NAV:
374,6015928
Benchmark:
IBRX |
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|
|
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| + | Ibiuna Equities 30 FIC FIA | -1,37% | 1,24% | 1,24% | -6,35% | 4,68% | 19,71% | 104,02% |
FIC: 51 MASTER: 72 |
FIC: 86 MASTER: 124 |
Details
|
|
| Dif. IBRX | -0,24% | 0,38% | 0,38% | -1,32% | -3,52% | 6,11% | 8,30% | |||||
|
Inception date:
19/01/2017
NAV date:
16/01/2025
NAV:
204,0152062
Benchmark:
IBRX |
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|
|
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| + | Sulamerica Ibiuna LB Prev FIM | -0,24% | 0,64% | 0,64% | 7,21% | 15,96% | 31,07% | 62,75% |
FIC: 51 MASTER: 51 |
FIC: 57 MASTER: 57 |
Details
|
|
| % CDI | - | 127% | 127% | 66% | 63% | 75% | 92% | |||||
|
Inception date:
23/04/2018
NAV date:
16/01/2025
NAV:
162,7501763
Benchmark:
CDI |
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|
|
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| + | Ibiuna Total Return FIC FIA | -0,43% | -0,06% | -0,06% | - | - | - | 3,04% |
FIC: 180 MASTER: 181 |
FIC: 119 MASTER: 119 |
Details
|
|
| % CDI | - | - | - | - | - | - | 43% | |||||
|
Inception date:
17/05/2024
NAV date:
16/01/2025
NAV:
103,0448108
Benchmark:
CDI |
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|
|
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| CREDIT | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Ibiuna Credit FIC FIM Cred Priv | 0,04% | 0,47% | 0,47% | 11,93% | 25,30% | 43,01% | 59,14% |
FIC: 1.298 MASTER: 1.303 |
FIC: 1.379 MASTER: 1.384 |
Details
|
|
| % CDI | 79% | 93% | 93% | 110% | 100% | 104% | 121% | |||||
|
Inception date:
31/07/2020
NAV date:
16/01/2025
NAV:
159,1376883
Benchmark:
CDI |
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|
|
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| + | Ibiuna Total Credit FIC FIM Cred Priv | 0,02% | 0,24% | 0,24% | 11,79% | 18,88% | 36,35% | 44,56% |
FIC: 109 MASTER: 109 |
FIC: 127 MASTER: 128 |
Details
|
|
| % CDI | 37% | 47% | 47% | 109% | 74% | 88% | 96% | |||||
|
Inception date:
31/05/2021
NAV date:
16/01/2025
NAV:
144,5595769
Benchmark:
CDI |
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|
|
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| + | Ibiuna I Credit Prev Itau FIC FIM | 0,06% | 0,56% | 0,56% | 11,69% | - | - | 23,13% |
FIC: 13 MASTER: 13 |
FIC: 10 MASTER: 10 |
Details
|
|
| % CDI | 125% | 111% | 111% | 108% | - | - | 103% | |||||
|
Inception date:
20/03/2023
NAV date:
16/01/2025
NAV:
123,1293601
Benchmark:
CDI |
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|
|
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| + | Ibiuna Credit Deb Inc RF FIC | -0,02% | 0,55% | 0,55% | - | - | - | 8,21% |
FIC: 562 MASTER: 562 |
FIC: 171 MASTER: 171 |
Details
|
|
| % CDI | - | 110% | 110% | - | - | - | 103% | |||||
|
Inception date:
19/04/2024
NAV date:
16/01/2025
NAV:
109,0508499
Benchmark:
CDI |
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|
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| QUANT | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Ibiuna Systematic FIC FIM | 0,21% | 1,57% | 1,57% | 13,82% | 21,53% | - | 20,82% |
FIC: 46 MASTER: 46 |
FIC: 46 MASTER: 47 |
Details
|
|
| % CDI | 456% | 314% | 314% | 127% | 85% | - | 57% | |||||
|
Inception date:
12/05/2022
NAV date:
16/01/2025
NAV:
120,8242971
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.
We select nonprofit organizations that have relevant impact in coordinating social initiatives and hold sound management-control structures. See below some of the sponsored companies.
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