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 | 0,61% | -7,02% | -2,08% | 7,58% | 14,41% | 24,75% | 356,73% |
FIC: 374 MASTER: 942 |
FIC: 475 MASTER: 1.101 |
Details
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| % CDI | 1.133% | - | - | 51% | 52% | 56% | 111% | |||||
|
Inception date:
29/10/2010
NAV date:
31/03/2026
NAV:
456,7255816
Benchmark:
CDI |
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| + | Ibiuna Hedge STH FIF CIC | 0,92% | -10,89% | -4,61% | 5,21% | 10,67% | 19,92% | 332,68% |
FIC: 480 MASTER: 2.762 |
FIC: 622 MASTER: 3.408 |
Details
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| % CDI | 1.699% | - | - | 35% | 38% | 45% | 136% | |||||
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Inception date:
30/11/2012
NAV date:
31/03/2026
NAV:
432,6843394
Benchmark:
CDI |
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| + | Ibiuna Previdencia FIF CIC | 0,45% | -6,41% | -1,81% | 7,55% | 14,47% | 25,59% | 370,56% |
FIC: 5 MASTER: 664 |
FIC: 5 MASTER: 795 |
Details
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|
| % CDI | 829% | - | - | 51% | 52% | 58% | 120% | |||||
|
Inception date:
25/02/2011
NAV date:
31/03/2026
NAV:
6,0795236
Benchmark:
CDI |
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| + | Ibiuna Previdencia Icatu FIF | 0,45% | -6,44% | -2,01% | 7,35% | 13,90% | 24,74% | 242,20% |
FIC: 98 MASTER: 161 |
FIC: 124 MASTER: 196 |
Details
|
|
| % CDI | 833% | - | - | 50% | 50% | 56% | 108% | |||||
|
Inception date:
19/09/2013
NAV date:
31/03/2026
NAV:
342,2026523
Benchmark:
CDI |
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| + | Ibiuna ST Prev Icatu FIF CP | 0,86% | -10,25% | -4,50% | 3,71% | 8,46% | 17,82% | 15,51% |
FIC: 16 MASTER: 384 |
FIC: 22 MASTER: 446 |
Details
|
|
| % CDI | 1.586% | - | - | 25% | 31% | 41% | 30% | |||||
|
Inception date:
28/10/2022
NAV date:
31/03/2026
NAV:
115,5059955
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 | 0,27% | 0,69% | 3,28% | 14,93% | - | - | 21,41% |
FIC: 86 MASTER: 102 |
FIC: 57 MASTER: 74 |
Details
|
|
| % CDI | 495% | 57% | 96% | 101% | - | - | 106% | |||||
|
Inception date:
31/10/2024
NAV date:
31/03/2026
NAV:
121,8969985
Benchmark:
CDI |
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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 | 0,75% | -2,14% | -1,69% | 20,56% | 27,09% | 37,26% | 328,28% |
FIC: 644 MASTER: 1.918 |
FIC: 599 MASTER: 1.712 |
Details
|
|
| % CDI | 1.384% | - | - | 139% | 98% | 85% | 144% | |||||
|
Inception date:
31/07/2013
NAV date:
31/03/2026
NAV:
428,2804782
Benchmark:
CDI |
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|
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| + | Ibiuna Long Biased FIF CIC | 3,47% | -6,79% | -2,48% | 40,50% | 41,27% | 55,73% | 425,28% |
FIC: 183 MASTER: 253 |
FIC: 142 MASTER: 179 |
Details
|
|
| Dif. IMA-B | 2,88% | -6,95% | -5,46% | 27,84% | 27,59% | 28,76% | 197,58% | |||||
|
Inception date:
20/05/2013
NAV date:
31/03/2026
NAV:
525,279685
Benchmark:
IMA-B |
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|
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| + | Ibiuna Equities CIC FIA | 3,17% | -4,54% | 9,04% | 48,19% | 51,82% | 85,71% | 490,53% |
FIC: 340 MASTER: 441 |
FIC: 216 MASTER: 241 |
Details
|
|
| Dif. IBRX | 0,47% | -3,90% | -7,52% | 4,40% | 3,86% | -1,98% | 188,22% | |||||
|
Inception date:
29/07/2011
NAV date:
31/03/2026
NAV:
590,531127
Benchmark:
IBRX |
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|
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| + | Sulamerica Ibiuna LB Prev FIF | 0,73% | -0,54% | 1,92% | 19,77% | 29,61% | 43,83% | 99,50% |
FIC: 46 MASTER: 46 |
FIC: 47 MASTER: 47 |
Details
|
|
| % CDI | 1.339% | - | 56% | 134% | 107% | 100% | 102% | |||||
|
Inception date:
23/04/2018
NAV date:
31/03/2026
NAV:
199,4958552
Benchmark:
CDI |
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|
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| + | Subclasse Ibiuna Total Return | 2,38% | -12,59% | -6,78% | 17,99% | - | - | 23,45% |
FIC: 246 MASTER: 252 |
FIC: 237 MASTER: 243 |
Details
|
|
| % CDI | 4.384% | - | - | 122% | - | - | 90% | |||||
|
Inception date:
17/05/2024
NAV date:
31/03/2026
NAV:
126,469177
Benchmark:
CDI |
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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 | 0,05% | 0,98% | 3,23% | 15,23% | 28,82% | 47,08% | 88,81% |
FIC: 1.146 MASTER: 1.292 |
FIC: 1.064 MASTER: 1.179 |
Details
|
|
| % CDI | 99% | 81% | 95% | 103% | 104% | 107% | 118% | |||||
|
Inception date:
31/07/2020
NAV date:
31/03/2026
NAV:
188,8057157
Benchmark:
CDI |
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|
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| + | Subclasse Ibiuna Total Credit | 0,06% | 0,80% | 3,09% | 15,49% | 28,63% | 43,17% | 72,57% |
FIC: 36 MASTER: 36 |
FIC: 78 MASTER: 78 |
Details
|
|
| % CDI | 115% | 66% | 91% | 105% | 103% | 99% | 100% | |||||
|
Inception date:
31/05/2021
NAV date:
31/03/2026
NAV:
183,2324718
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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| + | 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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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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