ASA Allocation Ações

ícone - Aggressive Aggressive risk
Open for new investments

Portfolio Manager

Fotografia de Francisco Levy

Francisco Levy

Head | Fund of Funds

Francisco Levy holds a degree in Electrical Engineering from Universidade Mackenzie, with a specialization in Finance from FGV and a GMP from Harvard. With over 30 years of experience, he has worked across various segments of the financial industry, including treasury, asset management, private banking and wealth management. He has held key positions at institutions such as Banco Itaú, where he served as Chief Strategist for the Private Banking division, and UBS, where he was an executive officer responsible for investments in Brazil. At ASA, he leads the Fund of Funds management division.

Fund's Objective

ASA Allocation Ações fund aims to deliver returns above its benchmark, the Ibovespa index, while mitigating risk and volatility compared to investing directly with a single manager.Through a diversified, agile and professional management approach, the fund seeks to maximize the risk-return efficiency while preserving investor capital.

Performance History

  • Fund
  • IBOVESPA

Performance ASA Allocation Ações

Reference Date: 06/12/2025

  Fund IBOVESPA Acima IBOVESPA
Day -0,12% 0,49% -0,61%
Month 0,18% 0,56% -0,38%
Year 18,34% 14,71% 3,63%
12 Months 15,47% 14,89% 0,57%
24 Months - - -
36 Months - - -
48 Months - - -
60 Months - - -
Since Inception 5,10% 7,57% -2,46%

Differentials

O ASA Allocation Ações has differentiators, some of them listed below.
Be part of the fund managed with ASA's expertise.

  • Fund of Funds provide professional diversification within an investment portfolio by investing in funds with consistent performance, thoughtfully selected and curated by ASA, rather than investing directly in individual assets.

  • A highly experienced team in the financial markets, focused on active management to enable agile portfolio adjustments. The team leverages qualitative and quantitative analyses for deeper insights and more effective asset selection while building a portfolio.

  • Backed by ASA’s highly qualified infrastructure, with dedicated teams in portfolio management, macroeconomics, fund research, risk and compliance.

Documentation

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