- Strategy
- Basic Information
- Performance
- Documents
- Awards
- Distributors
Strategy
4UM Inflação IMA-B 5 FIF RF LP RL seeks to preserve and grow capital above inflation — and especially above the market benchmark IMA-B 5 — through active allocation in Brazilian federal government bonds. By focusing on bonds with maturities of up to 5 years, the fund maintains exposure to moderate risks while taking advantage of the natural volatility of the markets.
Objective
The fund’s objective is to provide medium-term capital gains to its shareholders by seeking returns above the Anbima Market Index of IPCA-Linked Federal Government Bonds (IMA-B 5), through a portfolio composed exclusively of Brazilian federal government securities.
Target Audience
General investors whose profiles align with the fund’s investment policy and who seek returns above the IMA-B 5. The product complies with the provisions of Resolutions 5,272, 4,993, and 4,994 of the National Monetary Council.
Basic Information
- ANBIMA Code: 489905
- ISIN: BR0104CTF002
- Fund CNPJ: 28.858.089/0001-40
-
ANBIMA Classification:
Fixed Income – Free Duration – Investment Grade
- Administrator: BEM DTVM
- Asset Manager: 4UM Gestão de Recursos
- Custody and Controllership: Bradesco
- Independent Auditor: KPMG
- Minimum Investment: R$ 500,00
- Subscription Date: D+0 (business day)
- Minimum Additional Investment: R$ 100,00
- Minimum Balance: R$ 500,00
- Redemption Settlement: D+1 (business day)
- Redemption Date: D+0 (business day)
- Management Fee: 0.40% p.a.
- Performance Fee: 10% of what exceeds the IMA-B 5
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.
Fund Distributors
The fund is available on leading investment platforms in the market.
Atina Investimentos
Nova Futura
Necton
Paraná Banco Investimentos
Terra 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.
