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ASA Alpha Real 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 Real Rates Institutional is a fixed-income fund aimed at institutional investors that seeks to outperform the IMA-B (Brazilian inflation-linked bonds index) over the long term through strategies focused on real interest rates and structural inflation, following the macroeconomic environment.

Performance History

  • Fund
  • IMA-B

Performance ASA Alpha Real Rates Institucional

Reference Date:

  Fund IMA-B Acima IMA-B
Day 0,31% 0,35% -0,04%
Month 3,84% 3,82% 0,02%
Year 17,14% 14,31% 2,83%
12 Months 21,00% 18,31% 2,69%
24 Months 25,89% 25,26% 0,63%
36 Months 31,55% 33,05% -1,50%
48 Months 46,69% 46,66% 0,03%
60 Months - - -
Since Inception 54,19% 50,80% 3,39%

Differentials

O ASA Alpha Real 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 Real 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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