Founded in 2010, Ibiuna Investimentos is an independent asset management firm with over BRL 27 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 | 0,14% | 0,82% | 11,29% | 16,17% | 23,65% | 38,46% | 251,78% |
FIC: 2.281 MASTER: 4.990 |
FIC: 1.539 MASTER: 3.186 |
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|
% CDI | 289% | 89% | 213% | 187% | 213% | 236% | 151% | |||||
Inception date:
29/10/2010
NAV date:
28/06/2022
NAV:
351,7806925
Benchmark:
CDI |
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+ | Ibiuna Hedge STH FIC FIM | 0,17% | 0,81% | 14,98% | 21,16% | 32,73% | 58,71% | 254,33% |
FIC: 4.789 MASTER: 15.052 |
FIC: 4.754 MASTER: 13.420 |
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|
% CDI | 343% | 89% | 282% | 245% | 295% | 362% | 216% | |||||
Inception date:
30/11/2012
NAV date:
28/06/2022
NAV:
354,3271707
Benchmark:
CDI |
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+ | Ibiuna Previdencia FIC FIM | 0,07% | 0,89% | 13,78% | 20,59% | 29,75% | 47,62% | 253,89% |
FIC: 81 MASTER: 3.752 |
FIC: 72 MASTER: 3.332 |
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|
% CDI | 139% | 97% | 259% | 239% | 268% | 293% | 161% | |||||
Inception date:
25/02/2011
NAV date:
28/06/2022
NAV:
4,5721359
Benchmark:
CDI |
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+ | Ibiuna Previdencia Icatu FIM | 0,07% | 0,86% | 13,53% | 19,89% | 28,40% | 45,02% | 159,74% |
FIC: 497 MASTER: 1.357 |
FIC: 454 MASTER: 1.258 |
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|
% CDI | 139% | 94% | 255% | 231% | 256% | 277% | 151% | |||||
Inception date:
19/09/2013
NAV date:
28/06/2022
NAV:
259,7369686
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 | 1,10% | -1,01% | 8,66% | 9,11% | 14,04% | 31,87% | 150,82% |
FIC: 617 MASTER: 1.820 |
FIC: 585 MASTER: 1.789 |
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|
% CDI | 2.252% | - | 163% | 106% | 127% | 196% | 140% | |||||
Inception date:
31/07/2013
NAV date:
28/06/2022
NAV:
250,8204362
Benchmark:
CDI |
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|
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+ | Ibiuna Long Biased FIC FIM | 1,38% | -4,70% | 3,76% | -5,16% | 21,79% | 26,58% | 203,51% |
FIC: 208 MASTER: 237 |
FIC: 231 MASTER: 252 |
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|
Dif. IMA-B | 1,86% | -4,14% | -0,38% | -8,90% | 9,70% | 8,86% | 60,38% | |||||
Inception date:
20/05/2013
NAV date:
28/06/2022
NAV:
303,5128522
Benchmark:
IMA-B |
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+ | Ibiuna Equities FIC FIA | 0,78% | -8,00% | 2,45% | -15,51% | 7,97% | 12,57% | 212,10% |
FIC: 52 MASTER: 155 |
FIC: 76 MASTER: 137 |
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|
Dif. IBRX | 0,86% | 1,67% | 6,15% | 5,97% | 1,80% | 9,85% | 93,42% | |||||
Inception date:
29/07/2011
NAV date:
28/06/2022
NAV:
312,1027556
Benchmark:
IBRX |
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|
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+ | Ibiuna Equities 30 FIC FIA | 0,78% | -8,00% | 2,56% | -15,32% | 8,10% | 12,26% | 72,62% |
FIC: 103 MASTER: 155 |
FIC: 62 MASTER: 137 |
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|
Dif. IBRX | 0,87% | 1,67% | 6,26% | 6,16% | 1,92% | 9,64% | 8,56% | |||||
Inception date:
19/01/2017
NAV date:
28/06/2022
NAV:
172,6160398
Benchmark:
IBRX |
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|
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+ | Sulamerica Ibiuna Long Biased Prev FIM | 0,53% | -0,86% | 3,43% | 1,52% | 11,07% | 20,01% | 28,89% |
FIC: 85 MASTER: 85 |
FIC: 88 MASTER: 88 |
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|
% CDI | 1.075% | - | 65% | 18% | 100% | 123% | 116% | |||||
Inception date:
23/04/2018
NAV date:
28/06/2022
NAV:
128,8904112
Benchmark:
CDI |
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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 | 0,03% | 0,83% | 5,37% | 10,27% | - | - | 16,97% |
FIC: 1.239 MASTER: 1.240 |
FIC: 783 MASTER: 785 |
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|
% CDI | 68% | 91% | 101% | 119% | - | - | 157% | |||||
Inception date:
31/07/2020
NAV date:
28/06/2022
NAV:
116,9662598
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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