Contact Us
pt en
I want to invest

Share and Performance

Open-end funds:

  • Equities
  • Fixed Income
  • Multi-Strategy
Fund Date Quota (R$) Day Month YTD 12M 24M 36M Start PL (R$)

Equities

4UM Small Caps FIF Ações RL - - - - - - - - - - - - - - - - -
Profitability chart
  • Since inception
  • 12M
  • 24M
  • 36M
  • Current AUM

  • ANBIMA classification Ações Small Caps
  • Minimum Investment R$ 500,00
  • Minimum Additional Investment R$ 100,00
  • Outstanding balance in the fund R$ 500,00
  • Annual management fee 2,0% a.a.
  • Performance Fee 20% sobre o que exceder o Ibovespa
Learn about the fund
4UM Marlim Dividendos FIF Ações RL - - - - - - - - - - - - - - - - -
Profitability chart
  • Since inception
  • 12M
  • 24M
  • 36M
  • Current AUM

  • ANBIMA classification Ações Dividendos
  • Minimum Investment R$ 500,00
  • Minimum Additional Investment R$ 100,00
  • Outstanding balance in the fund R$ 500,00
  • Annual management fee 2,0% a.a.
  • Performance Fee 20% sobre o que exceder o Ibovespa
Learn about the fund
4UM Valor Institucional FIF Ações RL - - - - - - - - - - - - - - - - -
Profitability chart
  • Since inception
  • 12M
  • 24M
  • 36M
  • Current AUM

  • ANBIMA classification Ações Livre
  • Minimum Investment R$ 500,00
  • Minimum Additional Investment R$ 100,00
  • Outstanding balance in the fund
  • Annual management fee 2,0% a.a.
  • Performance Fee 20% sobre o que exceder o Ibovespa
Learn about the fund
4UM BDR FIF Ações RL - - - - - - - - - - - - - - - - -
Profitability chart
  • Since inception
  • 12M
  • 24M
  • 36M
  • Current AUM

  • ANBIMA classification Ações Livre
  • Minimum Investment R$ 500,00
  • Minimum Additional Investment R$ 100,00
  • Outstanding balance in the fund R$ 500,00
  • Annual management fee 1,0% a.a. (máximo 2,0% a.a.)
  • Performance Fee 20% sobre o que exceder o S&P 500
Learn about the fund

Fixed Income

4UM FIF RF Crédito Privado LP RL - - - - - - - - - - - - - - - - -
Profitability chart
  • Since inception
  • 12M
  • 24M
  • 36M
  • Current AUM

  • ANBIMA classification Fixed Income – Free Duration – Free Credit
  • Minimum Investment R$ 500,00
  • Minimum Additional Investment R$ 100,00
  • Outstanding balance in the fund
  • Annual management fee 0,00% p.a.
  • Performance Fee 20% on returns exceeding 104% of CDI
Learn about the fund
4UM Inflação IMA-B 5 FIF RF LP RL - - - - - - - - - - - - - - - - -
Profitability chart
  • Since inception
  • 12M
  • 24M
  • 36M
  • Current AUM

  • ANBIMA classification Renda Fixa Duração Livre Grau de Investimento
  • Minimum Investment R$ 500,00
  • Minimum Additional Investment R$ 100,00
  • Outstanding balance in the fund
  • Annual management fee 0,40% a.a.
  • Performance Fee 10% sobre o que exceder o IMA-B 5
Learn about the fund
4UM ICM Infraestrutura FIF CIC Infra RF RL - - - - - - - - - - - - - - - - -
Profitability chart
  • Since inception
  • 12M
  • 24M
  • 36M
  • Current AUM

  • ANBIMA classification Fixed Income – Free Duration – Free Credit
  • Minimum Investment R$ 100.00
  • Minimum Additional Investment R$ 100.00
  • Outstanding balance in the fund
  • Annual management fee 1.00% p.a.
  • Performance Fee None
Learn about the fund

Multi-Strategy

4UM S&P Reais FIF MM RL - - - - - - - - - - - - - - - - -
Profitability chart
  • Since inception
  • 12M
  • 24M
  • 36M
  • Current AUM

  • ANBIMA classification Multi-Strategy – Specific Strategy
  • Minimum Investment R$ 500,00
  • Minimum Additional Investment R$ 100,00
  • Outstanding balance in the fund
  • Annual management fee 0.30% p.a.
  • Performance Fee None
Learn about the fund

Awards and Recognitions

Our excellence recognized by the market

4UM MARLIM DIVIDENDOS FIA

Excellent Rating

Investidor Institucional

  • 2010
  • 2011
  • 2012
  • 2018
  • 2020
  • 2022
  • 2023
  • 2024

Melhor Fundo Dividendos

Best Dividend Fund ISTOÉ Dinheiro Magazine

  • 2017
4UM Small Caps FIF Ações RL

Excellent Rating

Investidor Institucional

  • 2010
  • 2011
  • 2012
  • 2013
  • 2014
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • 2023
  • 2024
  • 2025

Best Small Cap Funds

Valor Econômico

  • 2017

Top-Performing Equity Funds of 2019

Valor Investe

  • 2019

5-Star Rating

Exame

  • 2020
4UM Valor Institucional FIF Ações RL

Excellent Rating

Investidor Institucional

  • 2022
  • 2024
4UM BDR FIF Ações RL

Excellent Rating

Investidor Institucional

  • 2022
  • 2025
4UM S&P Reais FIF MM RL
4UM Inflação IMA-B 5 FIF RF LP RL
4UM FI RF Crédito Privado LP

Excellent Rating

Investidor Institucional

  • 2021
  • 2022
  • 2023
  • 2024
  • 2025
Fund Date Quota (R$) Day Month YTD 12M 24M 36M Start PL (R$)

STAY INFORMED


Subscribe to receive our Daily Newsletter

Subscribe