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ASA Alpha Nominal Rates

ícone - Moderate Moderate risk
Open for new investments

Portfolio Manager

Fotografia de Rodrigo Abreu

Rodrigo Abreu

Portfolio Manager | ASA Alpha

Rodrigo Abreu holds a Bachelor's degree in Economics from the University of São Paulo (USP), a Master's and a Ph.D. in Economics from EPGE/FGV, and the ANBIMA CGA certification. He has over 16 years of experience in the financial market. Previously, he led economic and quantitative research and served as a strategist at CAIXA Asset. He joined ASA in 2022, structuring the ASA Alpha fund family, where he initially served as a strategist and currently as a Portfolio Manager.

Fund's Objective

ASA Alpha Nominal Rates is a fixed-income fund with the long-term objective of outperforming the IRF-M (Brazilian fixed-income bond index), an index made up of fixed-rate government bonds. The fund exploits opportunities arising from economic fundamentals, with strategies focused on nominal interest rates and through an active management process.

Performance History

  • Fund
  • IRF-M

Performance ASA Alpha Nominal Rates

Reference Date:

  Fund IRF-M Acima IRF-M
Day 0,16% 0,21% -0,06%
Month 2,75% 2,98% -0,23%
Year 14,05% 12,54% 1,51%
12 Months 17,21% 16,41% 0,80%
24 Months 27,98% 30,21% -2,23%
36 Months 35,42% 41,66% -6,24%
48 Months - - -
60 Months - - -
Since Inception 34,78% 41,36% -6,58%

Differentials

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

  • Support of a highly qualified macroeconomic research team, composed of experienced and renowned professionals.

  • A team of managers with extensive market experience, with exclusive dedication to the management of asa alpha family funds.

  • Solid investment process and risk management mechanisms focused on deliver consistent performance through market cycles.

Management Letter

Select a date to view details and information from the management letter

Invest Through Distribution Platforms

ASA Alpha Nominal Rates is open for investment through our partner platforms:

Documentation

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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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