About Ibiuna
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.
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 | -0,03% | 3,43% | 8,27% | 11,01% | 25,90% | 34,21% | 405,04% |
FIC: 297 MASTER: 764 |
FIC: 371 MASTER: 937 |
Details
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|
| % CDI | - | 1.349% | 77% | 76% | 87% | 77% | 115% | |||||
|
Inception date:
29/10/2010
NAV date:
07/10/2026
NAV:
505,0352805
Benchmark:
CDI |
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| + | Ibiuna Hedge STH FIF CIC | -0,04% | 5,05% | 7,72% | 10,35% | 26,64% | 33,59% | 388,61% |
FIC: 359 MASTER: 1.742 |
FIC: 488 MASTER: 2.788 |
Details
|
|
| % CDI | - | 1.985% | 72% | 71% | 89% | 76% | 145% | |||||
|
Inception date:
30/11/2012
NAV date:
07/10/2026
NAV:
488,610006
Benchmark:
CDI |
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| + | Subclasse Ibiuna Hedge ST Plus | -0,07% | 7,00% | 6,56% | 9,04% | 25,41% | - | 26,43% |
FIC: 63 MASTER: 504 |
FIC: 70 MASTER: 572 |
Details
|
|
| % CDI | - | 2.752% | 61% | 62% | 85% | - | 73% | |||||
|
Inception date:
17/04/2024
NAV date:
07/10/2026
NAV:
123,3671358
Benchmark:
CDI |
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| + | Ibiuna Previdencia FIF CIC | -0,02% | 2,34% | 6,86% | 9,58% | 23,48% | 32,19% | 412,12% |
FIC: 3 MASTER: 544 |
FIC: 5 MASTER: 669 |
Details
|
|
| % CDI | - | 920% | 64% | 66% | 79% | 73% | 122% | |||||
|
Inception date:
25/02/2011
NAV date:
07/10/2026
NAV:
6,6164002
Benchmark:
CDI |
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| + | Ibiuna Previdencia Icatu FIF | -0,03% | 2,31% | 6,31% | 8,93% | 22,72% | 31,07% | 271,25% |
FIC: 86 MASTER: 138 |
FIC: 98 MASTER: 160 |
Details
|
|
| % CDI | - | 908% | 58% | 62% | 76% | 70% | 109% | |||||
|
Inception date:
19/09/2013
NAV date:
07/10/2026
NAV:
371,2528279
Benchmark:
CDI |
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|
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| + | Ibiuna ST Prev Icatu FIF CP | -0,06% | 4,37% | 6,68% | 9,10% | 22,92% | 29,99% | 29,02% |
FIC: 14 MASTER: 351 |
FIC: 17 MASTER: 392 |
Details
|
|
| % CDI | - | 1.721% | 62% | 63% | 77% | 68% | 47% | |||||
|
Inception date:
28/10/2022
NAV date:
07/10/2026
NAV:
129,01979
Benchmark:
CDI |
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| FIXED INCOME | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Subclasse Ibiuna RF Ativo Inst | 0,06% | 0,62% | 11,72% | 15,38% | - | - | 31,32% |
FIC: 105 MASTER: 156 |
FIC: 90 MASTER: 120 |
Details
|
|
| % CDI | 113% | 243% | 109% | 106% | - | - | 109% | |||||
|
Inception date:
31/10/2024
NAV date:
07/10/2026
NAV:
131,8532277
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 FIF CIC | -0,44% | 10,75% | 13,50% | 12,77% | 38,93% | 47,79% | 394,43% |
FIC: 638 MASTER: 1.816 |
FIC: 621 MASTER: 1.835 |
Details
|
|
| % CDI | - | 4.228% | 125% | 88% | 130% | 108% | 156% | |||||
|
Inception date:
31/07/2013
NAV date:
07/10/2026
NAV:
494,434927
Benchmark:
CDI |
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|
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| + | Ibiuna Long Biased FIF CIC | -0,62% | 21,99% | 15,11% | 23,34% | 56,32% | 74,67% | 520,03% |
FIC: 171 MASTER: 239 |
FIC: 160 MASTER: 218 |
Details
|
|
| Dif. IMA-B | -0,84% | 17,94% | 0,54% | 4,77% | 31,04% | 40,61% | 255,47% | |||||
|
Inception date:
20/05/2013
NAV date:
07/10/2026
NAV:
620,0252509
Benchmark:
IMA-B |
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|
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| + | Ibiuna Equities CIC FIA | -0,41% | 17,01% | 24,02% | 34,72% | 63,60% | 91,01% | 571,67% |
FIC: 320 MASTER: 376 |
FIC: 321 MASTER: 379 |
Details
|
|
| Dif. IBRX | 0,28% | 7,28% | -2,72% | -7,26% | 8,96% | 10,56% | 234,19% | |||||
|
Inception date:
29/07/2011
NAV date:
07/10/2026
NAV:
671,6746273
Benchmark:
IBRX |
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|
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| + | Sulamerica Ibiuna LB Prev FIF | -0,18% | 4,80% | 11,64% | 16,22% | 34,14% | 48,80% | 118,53% |
FIC: 49 MASTER: 49 |
FIC: 46 MASTER: 46 |
Details
|
|
| % CDI | - | 1.889% | 108% | 112% | 114% | 110% | 106% | |||||
|
Inception date:
23/04/2018
NAV date:
07/10/2026
NAV:
218,5259664
Benchmark:
CDI |
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|
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| + | Subclasse Ibiuna Total Return | -0,46% | 15,54% | 10,41% | 13,82% | 40,18% | - | 46,21% |
FIC: 294 MASTER: 296 |
FIC: 250 MASTER: 254 |
Details
|
|
| % CDI | - | 6.115% | 96% | 95% | 134% | - | 132% | |||||
|
Inception date:
17/05/2024
NAV date:
07/10/2026
NAV:
149,793534
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 FIF CIC Cred Priv | 0,02% | 0,26% | 10,22% | 13,88% | 30,02% | 46,41% | 101,58% |
FIC: 1.053 MASTER: 1.189 |
FIC: 1.059 MASTER: 1.198 |
Details
|
|
| % CDI | 34% | 103% | 95% | 96% | 100% | 105% | 116% | |||||
|
Inception date:
31/07/2020
NAV date:
07/10/2026
NAV:
201,5753791
Benchmark:
CDI |
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|
|
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| + | Subclasse Ibiuna Total Credit | -0,01% | 0,23% | 9,67% | 13,20% | 29,73% | 42,26% | 83,58% |
FIC: 33 MASTER: 33 |
FIC: 45 MASTER: 45 |
Details
|
|
| % CDI | - | 91% | 90% | 91% | 99% | 95% | 99% | |||||
|
Inception date:
31/05/2021
NAV date:
07/10/2026
NAV:
194,9215889
Benchmark:
CDI |
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|
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| + | 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 |
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|
|
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| + | 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 |
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|
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| + | Subclasse Ibiuna Credit IPCA+ Infra | 0,24% | 1,52% | 10,49% | - | - | - | 11,49% |
FIC: 9 MASTER: 163 |
FIC: 4 MASTER: 160 |
Details
|
|
| Dif. IMA-B 5 | -0,05% | -0,12% | -2,70% | - | - | - | -2,78% | |||||
|
Inception date:
28/11/2025
NAV date:
07/10/2026
NAV:
111,9406802
Benchmark:
IMA-B 5 |
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|
|
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| + | Subclasse Ibiuna RF Ativo Infra | -0,07% | 1,06% | 7,74% | - | - | - | 7,74% |
FIC: 4 MASTER: 25 |
FIC: 2 MASTER: 20 |
Details
|
|
| % CDI | - | 418% | 92% | - | - | - | 92% | |||||
|
Inception date:
27/02/2026
NAV date:
07/10/2026
NAV:
107,7401146
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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