SULAMERICA IBIUNA LONG BIASED PREV FIM

Monthly report
Regulation
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%.

Target audience

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.

Features
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.