Founded in 2010, Ibiuna Investimentos is an independent asset management firm with over BRL 22 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 | -0,08% | 0,38% | -0,36% | 3,53% | 14,78% | 32,47% | 296,22% |
FIC: 1.341 MASTER: 2.392 |
FIC: 1.977 MASTER: 3.679 |
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% CDI | - | 51% | - | 30% | 55% | 84% | 123% | |||||
Inception date:
29/10/2010
NAV date:
25/07/2024
NAV:
396,2206219
Benchmark:
CDI |
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+ | Ibiuna Hedge STH FIC FIM | -0,14% | 0,32% | -2,81% | 0,71% | 11,15% | 33,04% | 281,66% |
FIC: 2.276 MASTER: 8.207 |
FIC: 3.747 MASTER: 13.124 |
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% CDI | - | 43% | - | 6% | 42% | 86% | 158% | |||||
Inception date:
30/11/2012
NAV date:
25/07/2024
NAV:
381,6645773
Benchmark:
CDI |
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+ | Ibiuna Previdencia FIC FIM | -0,08% | 0,57% | -0,27% | 4,67% | 17,52% | 41,69% | 309,42% |
FIC: 6 MASTER: 1.633 |
FIC: 6 MASTER: 2.367 |
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% CDI | - | 76% | - | 40% | 65% | 108% | 135% | |||||
Inception date:
25/02/2011
NAV date:
25/07/2024
NAV:
5,2895984
Benchmark:
CDI |
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+ | Ibiuna Previdencia Icatu FIM | -0,08% | 0,56% | -0,43% | 4,41% | 16,91% | 40,08% | 198,77% |
FIC: 267 MASTER: 522 |
FIC: 353 MASTER: 796 |
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% CDI | - | 75% | - | 38% | 63% | 104% | 122% | |||||
Inception date:
19/09/2013
NAV date:
25/07/2024
NAV:
298,7669167
Benchmark:
CDI |
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+ | Ibiuna ST Prev Icatu FIM CP | -0,19% | 0,28% | -2,69% | 1,19% | - | - | 4,00% |
FIC: 42 MASTER: 1.040 |
FIC: 54 MASTER: 1.549 |
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% CDI | - | 38% | - | 10% | - | - | 18% | |||||
Inception date:
28/10/2022
NAV date:
25/07/2024
NAV:
104,0006786
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 | 0,17% | 8,17% | 4,35% | 7,37% | 40,37% | 54,03% | 255,87% |
FIC: 802 MASTER: 1.891 |
FIC: 795 MASTER: 2.059 |
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% CDI | 444% | 1.091% | 72% | 63% | 151% | 140% | 154% | |||||
Inception date:
31/07/2013
NAV date:
25/07/2024
NAV:
355,8654353
Benchmark:
CDI |
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+ | Ibiuna Long Biased FIC FIM | -0,28% | 9,50% | -3,40% | -1,14% | 23,30% | 18,53% | 278,37% |
FIC: 173 MASTER: 174 |
FIC: 225 MASTER: 252 |
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Dif. IMA-B | -0,26% | 8,19% | -3,60% | -5,31% | 2,82% | -3,03% | 89,59% | |||||
Inception date:
20/05/2013
NAV date:
25/07/2024
NAV:
378,3710867
Benchmark:
IMA-B |
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+ | Ibiuna Equities FIC FIA | -0,39% | 4,40% | -6,10% | 0,16% | 22,03% | 3,73% | 282,58% |
FIC: 28 MASTER: 117 |
FIC: 33 MASTER: 158 |
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Dif. IBRX | 0,01% | 2,77% | -0,42% | -4,17% | -3,98% | 6,09% | 112,38% | |||||
Inception date:
29/07/2011
NAV date:
25/07/2024
NAV:
382,5775596
Benchmark:
IBRX |
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+ | Ibiuna Equities 30 FIC FIA | -0,39% | 4,54% | -5,94% | 0,31% | 21,51% | 3,57% | 110,79% |
FIC: 81 MASTER: 117 |
FIC: 114 MASTER: 158 |
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Dif. IBRX | 0,01% | 2,91% | -0,26% | -4,02% | -4,51% | 6,05% | 8,08% | |||||
Inception date:
19/01/2017
NAV date:
25/07/2024
NAV:
210,7852052
Benchmark:
IBRX |
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+ | Sulamerica Ibiuna LB Prev FIM | -0,07% | 2,13% | 4,00% | 7,72% | 21,56% | 24,53% | 58,06% |
FIC: 56 MASTER: 56 |
FIC: 62 MASTER: 62 |
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% CDI | - | 285% | 67% | 67% | 80% | 64% | 97% | |||||
Inception date:
23/04/2018
NAV date:
25/07/2024
NAV:
158,0618853
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 | 0,05% | 0,76% | 7,17% | 13,44% | 28,87% | 41,96% | 51,45% |
FIC: 1.382 MASTER: 1.385 |
FIC: 1.490 MASTER: 1.495 |
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% CDI | 122% | 102% | 119% | 116% | 108% | 109% | 123% | |||||
Inception date:
31/07/2020
NAV date:
25/07/2024
NAV:
151,4475062
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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