Founded in 2010, Ibiuna Investimentos is an independent asset management firm with over BRL 31 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 | 0,24% | 2,00% | 4,62% | 5,04% | 21,44% | 33,19% | 284,91% |
FIC: 2.077 MASTER: 3.868 |
FIC: 2.532 MASTER: 5.004 |
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% CDI | 538% | 257% | 39% | 38% | 80% | 105% | 131% | |||||
Inception date:
29/10/2010
NAV date:
27/11/2023
NAV:
384,9089002
Benchmark:
CDI |
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+ | Ibiuna Hedge STH FIC FIM | 0,34% | 2,69% | 2,08% | 2,07% | 20,99% | 37,46% | 275,82% |
FIC: 3.963 MASTER: 14.207 |
FIC: 4.736 MASTER: 16.342 |
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% CDI | 757% | 346% | 17% | 15% | 78% | 119% | 173% | |||||
Inception date:
30/11/2012
NAV date:
27/11/2023
NAV:
375,8206237
Benchmark:
CDI |
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+ | Ibiuna Previdencia FIC FIM | 0,20% | 2,23% | 6,70% | 7,42% | 27,44% | 41,98% | 297,86% |
FIC: 6 MASTER: 2.378 |
FIC: 6 MASTER: 3.322 |
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% CDI | 436% | 286% | 56% | 56% | 102% | 133% | 143% | |||||
Inception date:
25/02/2011
NAV date:
27/11/2023
NAV:
5,1402915
Benchmark:
CDI |
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+ | Ibiuna Previdencia Icatu FIM | 0,20% | 2,23% | 6,44% | 7,17% | 26,50% | 40,39% | 190,81% |
FIC: 367 MASTER: 821 |
FIC: 448 MASTER: 1.162 |
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% CDI | 433% | 287% | 54% | 54% | 99% | 128% | 131% | |||||
Inception date:
19/09/2013
NAV date:
27/11/2023
NAV:
290,8100144
Benchmark:
CDI |
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+ | Ibiuna ST Prev Icatu FIM CP | 0,32% | 3,04% | 2,34% | 2,47% | - | - | 2,37% |
FIC: 59 MASTER: 1.598 |
FIC: 57 MASTER: 1.929 |
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% CDI | 711% | 391% | 20% | 18% | - | - | 17% | |||||
Inception date:
28/10/2022
NAV date:
27/11/2023
NAV:
102,3739159
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 | -0,41% | -1,61% | 4,68% | 9,21% | 40,36% | 50,93% | 225,45% |
FIC: 788 MASTER: 2.123 |
FIC: 801 MASTER: 2.194 |
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% CDI | - | - | 39% | 69% | 150% | 161% | 152% | |||||
Inception date:
31/07/2013
NAV date:
27/11/2023
NAV:
325,4532885
Benchmark:
CDI |
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+ | Ibiuna Long Biased FIC FIM | -0,16% | 5,08% | 0,76% | 2,87% | 23,75% | 38,50% | 261,93% |
FIC: 257 MASTER: 310 |
FIC: 247 MASTER: 289 |
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Dif. IMA-B | -0,31% | 2,80% | -11,81% | -11,40% | 2,90% | 12,90% | 82,36% | |||||
Inception date:
20/05/2013
NAV date:
27/11/2023
NAV:
361,9276922
Benchmark:
IMA-B |
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+ | Ibiuna Equities FIC FIA | 0,10% | 9,83% | 8,78% | 8,07% | 23,77% | 23,76% | 280,55% |
FIC: 34 MASTER: 172 |
FIC: 38 MASTER: 178 |
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Dif. IBRX | -0,06% | -1,14% | -4,75% | -3,24% | 4,91% | 6,15% | 112,38% | |||||
Inception date:
29/07/2011
NAV date:
27/11/2023
NAV:
380,5516023
Benchmark:
IBRX |
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+ | Ibiuna Equities 30 FIC FIA | 0,10% | 9,82% | 8,69% | 7,98% | 23,23% | 23,23% | 109,30% |
FIC: 126 MASTER: 172 |
FIC: 128 MASTER: 178 |
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Dif. IBRX | -0,06% | -1,15% | -4,84% | -3,33% | 4,38% | 5,74% | 8,12% | |||||
Inception date:
19/01/2017
NAV date:
27/11/2023
NAV:
209,3035139
Benchmark:
IBRX |
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+ | Sulamerica Ibiuna LB Prev FIM | 0,00% | 1,27% | 6,65% | 7,47% | 19,91% | 26,61% | 48,90% |
FIC: 62 MASTER: 62 |
FIC: 74 MASTER: 74 |
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% CDI | 2% | 164% | 56% | 56% | 74% | 84% | 99% | |||||
Inception date:
23/04/2018
NAV date:
27/11/2023
NAV:
148,9020756
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 | 0,10% | -0,01% | 9,66% | 11,44% | 26,76% | 36,97% | 38,98% |
FIC: 1.605 MASTER: 1.615 |
FIC: 1.603 MASTER: 1.608 |
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% CDI | 230% | - | 81% | 86% | 100% | 117% | 121% | |||||
Inception date:
31/07/2020
NAV date:
27/11/2023
NAV:
138,9845293
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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