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ASA Alpha Nominal Rates Institucional

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 Institutional is a fixed-income fund aimed at institutional investors that seeks to outperform the IRF-M (Brazilian fixed-income bond index) over the long term through an active management process and strategies focused on nominal interest rates, exploiting opportunities arising from economic fundamentals.

Performance History

  • Fund
  • IRF-M

Performance ASA Alpha Nominal Rates Institucional

Reference Date:

  Fund IRF-M Acima IRF-M
Day 0,16% 0,21% -0,05%
Month 2,77% 2,98% -0,21%
Year 15,09% 12,54% 2,55%
12 Months 18,57% 16,41% 2,17%
24 Months 31,01% 30,21% 0,79%
36 Months 40,81% 41,66% -0,85%
48 Months 61,56% 60,10% 1,47%
60 Months - - -
Since Inception 74,68% 69,97% 4,71%

Differentials

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

  • Flexibility in operating in the nominal and real interest markets expands opportunities for gains.

  • Multiple strategies (duration management, stock selection and relative value) to optimize the fund's performance in different market conditions.

  • A portfolio management team dedicated to the product supported by a high-quality macroeconomic team.

Management Letter

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Management Letter

Setembro 2024
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Invest Through Distribution Platforms

ASA Alpha Nominal Rates Institucional 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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