- Strategy
- Basic Information
- Performance
- Documents
- Awards
- Distributors
Strategy
4UM BDR FIF Ações RL is an equity investment fund whose portfolio consists of shares of high-quality global companies, with no restrictions on size or geography.
The fund’s strategy is to invest in global industry leaders, focusing on businesses with competitive advantages and solid long-term prospects. Investments are made with an owner’s mindset and a long-term horizon, through a comprehensive fundamental analysis process, ensuring a deep understanding of both the companies and the industries in which they operate.
Objective
The Fund’s objective is to provide medium- and long-term capital gains to its shareholders by investing in shares of high-quality foreign companies, with no restrictions on size or geography, focusing on businesses with competitive advantages and solid long-term prospects.
Target Audience
General investors whose profiles align with the fund’s investment policy and who seek differentiated long-term returns. The product complies with the provisions of Resolutions 5,272, 4,993, and 4,994 of the National Monetary Council.
Basic Information
- ANBIMA Code: 596361
- ISIN: BR074ACTF002
- Fund CNPJ: 40.190.534/0001-42
- ANBIMA Classification: Free Equities
- Administrator: BEM DTVM
- Asset Manager: 4UM Gestão de Recursos
- Custody and Controllership: Bradesco
- Independent Auditor: KPMG
- Minimum Investment: R$ 500,00
- Subscription Date: D+1 (business day)
- Minimum Additional Investment: R$ 100,00
- Minimum Balance: R$ 500,00
- Redemption Settlement: D+19 (business day)
- Redemption Date: D+17 (business day)
- Management Fee: 1.0% p.a. (up to 2.0% p.a.)
- Performance Fee: 20% of what exceeds the S&P 500
Performance
| Fund | Date | Quota (R$) | Day | Month | YTD | 12M | 24M | 36M | Start | PL (R$) |
|---|---|---|---|---|---|---|---|---|---|---|
Profitability chart
- 12M
- 24M
- 36M
- From the beginning
Documents
Before investing, it is essential that investors carefully read the documents below, paying close attention to the fund’s bylaws and associated risk factors.
Awards and Recognition
Our excellence acknowledged by the market
Excellent Rating
Investidor Institucional
- 2022
- 2025
Fund Distributors
The fund is available on leading investment platforms in the market.
Atina Investimentos
Paraná Banco Investimentos
If you are an individual investor, click I Want to Invest to start your application.
If you’re a company or an Institutional Investor, please reach out to our team via the Contact Us.
