SULAMERICA IBIUNA LONG BIASED PREV FIM

Fund objective

Sulamérica Ibiuna Long Biased Prev FIM is a total return equities hedge fund that follows the Brazilian private pension regulation. The main goal of the equities portfolio management team is to identify opportunities in stocks of Brazilian companies through fundamental analysis and active net exposure management between 0% and 49%.

Suited for

Investors in general interested in building a private pension reserve, that seek long term superior returns and understand the risks within the strategies implemented by the management team.

Fund details
Status

Open

Inception date

04/23/2018

Benchmark

CDI

Administration fee

2% (p.a)

Performance fee

None

Initial investment

Contact the insurance company

Additional investment

Contact the insurance company

Minimum movement

Contact the insurance company

Minimum balance

Contact the insurance company

Subscription

T+0

Redemption

T+1

Settlement

Contact the insurance company

Subscription and redemption orders

Daily, up to 3 pm

Manager

Ibiuna Ações Gestão de Recursos Ltda.

Administrator

Sulamérica Investimentos DTVM S.A.

Custodian

Banco Bradesco S.A.

Auditor

PriceWaterhouseCoopers

Early exit clause

None

Insurance company

Sulamérica Seguros de Pessoas e Previdência S.A.