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ASA Allocation Ações

ícone - Aggressive Aggressive risk
Open for new investments

Portfolio Manager

Fotografia de Rogério Freitas

Rogério Freitas

Head | Investments 

Rogerio Freitas holds a degree in Production Engineering from PUC-Rio, with a specialization in Corporate Finance and Asset Management. With 20 years of experience in the financial market, he worked as a partner and head of portfolio management at XP for more than five years, leading exclusive and discretionary mandates. His career includes positions at Opportunity and asset managers such as Gap, Teórica and 1618 Investimentos. At ASA, he is the Head of Investments.

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
  • IBOV

Performance ASA Allocation Ações

Reference Date:

  Fund IBOV Acima IBOV
Day 8,66% 7,70% 0,96%
Month 11,83% 11,04% 0,80%
Year 20,60% 28,42% -7,82%
12 Months 30,30% 43,49% -13,19%
24 Months 46,77% 57,00% -10,23%
36 Months - - -
48 Months - - -
60 Months - - -
Since Inception 44,55% 61,52% -16,97%

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

Fill in the fields below and click “I want to invest” to be redirected to the partner platform.

ASA FIDC is intended for Qualified Investors, as per CVM Resolution 30/21. Verify that the fund’s risk classification matches your investment profile before investing.

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