Generating value Across generations

ASA Allocation Macro

ícone - MODERATE MODERATE risk
Open for new investments

Fund's Objective

ASA Allocation Macro fund was developed with the goal of outperforming the CDI, while reducing risk and volatilit,  particularly when compared to investing directly with a single asset manager.Through a diversified portfolio management approach, executed with diligence, agility and professionalism, the fund seeks to optimize the risk-return trade-off, always with a strong focus on preserving investor capital.

Performance History

  • Fund
  • CDI

Performance ASA Allocation Macro

Reference Date:

  Fund CDI % CDI
Day 2,24% 0,05% 4.418,86%
Month 2,64% 0,15% 1.729,25%
Year 10,46% 10,68% 97,96%
12 Months 13,67% 14,46% 94,53%
24 Months 27,09% 29,69% 91,25%
36 Months - - -
48 Months - - -
60 Months - - -
Since Inception 31,58% 35,49% 88,97%

Differentials

O ASA Allocation Macro 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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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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