About Ibiuna
Founded in 2010, Ibiuna Investimentos is an independent asset management firm with over BRL 17 billion in assets under management, distributed in MACRO, EQUITIES, CREDIT and QUANTITATIVE funds.
Founded in 2010, Ibiuna Investimentos is an independent asset management firm with over BRL 17 billion in assets under management, distributed in MACRO, EQUITIES, CREDIT and QUANTITATIVE 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 FIC FIM | -0,27% | 0,28% | 1,74% | 5,19% | 10,43% | 28,12% | 304,59% |
FIC: 1.021 MASTER: 1.822 |
FIC: 1.596 MASTER: 2.882 |
Details
|
|
| % CDI | - | 62% | 18% | 48% | 40% | 69% | 121% | |||||
|
Inception date:
29/10/2010
NAV date:
18/11/2024
NAV:
404,5915358
Benchmark:
CDI |
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| + | Ibiuna Hedge STH FIC FIM | -0,38% | 0,28% | -0,91% | 3,61% | 5,61% | 25,91% | 289,14% |
FIC: 1.460 MASTER: 5.867 |
FIC: 2.921 MASTER: 10.393 |
Details
|
|
| % CDI | - | 62% | - | 33% | 22% | 64% | 154% | |||||
|
Inception date:
30/11/2012
NAV date:
18/11/2024
NAV:
389,1374031
Benchmark:
CDI |
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|
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| + | Ibiuna Previdencia FIC FIM | -0,20% | 0,20% | 1,82% | 5,12% | 13,01% | 34,42% | 317,98% |
FIC: 5 MASTER: 1.188 |
FIC: 6 MASTER: 1.915 |
Details
|
|
| % CDI | - | 44% | 19% | 47% | 51% | 85% | 132% | |||||
|
Inception date:
25/02/2011
NAV date:
18/11/2024
NAV:
5,4002559
Benchmark:
CDI |
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|
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| + | Ibiuna Previdencia Icatu FIM | -0,20% | 0,22% | 1,62% | 4,90% | 12,50% | 33,15% | 204,90% |
FIC: 196 MASTER: 402 |
FIC: 297 MASTER: 626 |
Details
|
|
| % CDI | - | 47% | 17% | 45% | 49% | 82% | 119% | |||||
|
Inception date:
19/09/2013
NAV date:
18/11/2024
NAV:
304,898241
Benchmark:
CDI |
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|
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| + | Ibiuna ST Prev Icatu FIM CP | -0,38% | 0,29% | -0,96% | 3,45% | 6,21% | - | 5,85% |
FIC: 37 MASTER: 761 |
FIC: 46 MASTER: 1.242 |
Details
|
|
| % CDI | - | 65% | - | 32% | 24% | - | 22% | |||||
|
Inception date:
28/10/2022
NAV date:
18/11/2024
NAV:
105,850291
Benchmark:
CDI |
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|
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| EQUITIES | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Ibiuna Long Short STLS FIC FIM | -0,27% | -1,98% | 2,16% | 4,87% | 18,07% | 51,07% | 248,42% |
FIC: 724 MASTER: 1.675 |
FIC: 789 MASTER: 1.940 |
Details
|
|
| % CDI | - | - | 23% | 45% | 70% | 126% | 142% | |||||
|
Inception date:
31/07/2013
NAV date:
18/11/2024
NAV:
348,4156744
Benchmark:
CDI |
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|
|
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| + | Ibiuna Long Biased FIC FIM | -0,66% | -3,28% | -3,46% | 2,79% | 9,33% | 30,61% | 278,14% |
FIC: 147 MASTER: 154 |
FIC: 192 MASTER: 205 |
Details
|
|
| Dif. IMA-B | -0,73% | -3,84% | -4,19% | -1,35% | -8,76% | 4,39% | 87,82% | |||||
|
Inception date:
20/05/2013
NAV date:
18/11/2024
NAV:
378,1415872
Benchmark:
IMA-B |
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|
|
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| + | Ibiuna Equities FIC FIA | -0,47% | -2,04% | -3,37% | 3,06% | 13,93% | 28,92% | 293,70% |
FIC: 31 MASTER: 112 |
FIC: 32 MASTER: 138 |
Details
|
|
| Dif. IBRX | -0,48% | -0,75% | 0,62% | 0,74% | -2,51% | 4,79% | 118,68% | |||||
|
Inception date:
29/07/2011
NAV date:
18/11/2024
NAV:
393,6976448
Benchmark:
IBRX |
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|
|
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| + | Ibiuna Equities 30 FIC FIA | -0,51% | -2,06% | -2,99% | 3,47% | 14,30% | 28,88% | 117,41% |
FIC: 67 MASTER: 112 |
FIC: 97 MASTER: 138 |
Details
|
|
| Dif. IBRX | -0,52% | -0,77% | 1,01% | 1,16% | -2,14% | 4,75% | 11,09% | |||||
|
Inception date:
19/01/2017
NAV date:
18/11/2024
NAV:
217,4133035
Benchmark:
IBRX |
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|
|
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| + | Sulamerica Ibiuna LB Prev FIM | -0,14% | -0,28% | 7,11% | 9,16% | 18,11% | 31,49% | 62,79% |
FIC: 53 MASTER: 53 |
FIC: 59 MASTER: 59 |
Details
|
|
| % CDI | - | - | 75% | 84% | 70% | 78% | 97% | |||||
|
Inception date:
23/04/2018
NAV date:
18/11/2024
NAV:
162,7896227
Benchmark:
CDI |
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|
|
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| + | Ibiuna Total Return FIC FIA | -0,71% | -1,88% | 1,91% | - | - | - | 1,91% |
FIC: 158 MASTER: 158 |
FIC: 103 MASTER: 103 |
Details
|
|
| % CDI | - | - | 36% | - | - | - | 36% | |||||
|
Inception date:
17/05/2024
NAV date:
18/11/2024
NAV:
101,9123599
Benchmark:
CDI |
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|
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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% | 0,51% | 11,01% | 13,25% | 26,24% | 43,11% | 56,87% |
FIC: 1.359 MASTER: 1.368 |
FIC: 1.408 MASTER: 1.413 |
Details
|
|
| % CDI | 72% | 112% | 116% | 122% | 102% | 106% | 123% | |||||
|
Inception date:
31/07/2020
NAV date:
18/11/2024
NAV:
156,8695707
Benchmark:
CDI |
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|
|
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| + | Ibiuna Total Credit FIC FIM Cred Priv | 0,06% | 0,60% | 11,26% | 13,90% | 20,21% | 37,10% | 43,03% |
FIC: 113 MASTER: 113 |
FIC: 139 MASTER: 139 |
Details
|
|
| % CDI | 135% | 131% | 119% | 128% | 79% | 92% | 98% | |||||
|
Inception date:
31/05/2021
NAV date:
18/11/2024
NAV:
143,0323075
Benchmark:
CDI |
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|
|
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| + | Ibiuna I Credit Prev Itau FIC FIM | 0,01% | 0,51% | 10,59% | 12,69% | - | - | 21,26% |
FIC: 11 MASTER: 11 |
FIC: 9 MASTER: 9 |
Details
|
|
| % CDI | 35% | 113% | 112% | 117% | - | - | 104% | |||||
|
Inception date:
20/03/2023
NAV date:
18/11/2024
NAV:
121,2631988
Benchmark:
CDI |
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|
|
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| + | Ibiuna Credit Deb Inc RF FIC | 0,00% | 0,34% | 6,72% | - | - | - | 6,72% |
FIC: 320 MASTER: 321 |
FIC: 95 MASTER: 95 |
Details
|
|
| % CDI | 0% | 75% | 111% | - | - | - | 111% | |||||
|
Inception date:
19/04/2024
NAV date:
18/11/2024
NAV:
106,7168497
Benchmark:
CDI |
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|
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| QUANT | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Ibiuna Systematic FIC FIM | -0,42% | 2,31% | 9,62% | 11,45% | 14,02% | - | 15,85% |
FIC: 45 MASTER: 45 |
FIC: 47 MASTER: 47 |
Details
|
|
| % CDI | - | 507% | 101% | 105% | 54% | - | 46% | |||||
|
Inception date:
12/05/2022
NAV date:
18/11/2024
NAV:
115,8457664
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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