- Strategy
- Basic Information
- Performance
- Documents
- Awards
- Distributors
Strategy
4UM Marlim Dividendos FIF Ações RLis an equity investment fund whose portfolio consists of shares in companies with a strong track record of dividend payments. The fund’s strategy is to invest, in a diversified way, in companies with the highest dividend yields in the industry, following a qualitative analysis to assess the sustainability of those dividends. In this way, we seek mature, dividend-paying companies that are trading at reasonable prices.
Broadly speaking, the fund’s strategy contrasts with the idea that success in the stock market depends on selling high what was bought cheap. Once an investor understands the effort required to earn their income, is it really ideal that the return on their capital depends on further personal effort?
4UM Marlim Dividendos believes it is not. Capital gains are not the fund’s main objective. Instead, it focuses on building a portfolio of stocks capable of generating income for investors through dividends and interest on equity distributed by the companies.
Objective
The Fund’s objective is to provide medium- to long-term capital gains to its shareholders through investments in publicly traded companies with strong dividend distribution prospects, selected based on fundamental analysis and a long-term investment horizon.
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: 213705
- ISIN: BRMRL2CTF002
- Fund CNPJ: 09.599.346/0001-22
- ANBIMA Classification: Dividend Stocks
- 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 days)
- Minimum Additional Investment: R$ 100,00
- Minimum Balance: R$ 500,00
- Redemption Settlement: D+4 (business days)
- Redemption Date: D+1 (business day)
- Management Fee: 2,0% p.a.
- Performance Fee: 20% of what exceeds the Ibovespa
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
- 2010
- 2011
- 2012
- 2018
- 2020
- 2022
- 2023
- 2024
Best Dividend Fund
ISTOÉ Dinheiro Magazine
- 2017
Fund Distributors
The fund is available on leading investment platforms in the market.
Atina Investimentos
BTG Pactual Digital
CM Capital
EQI Investimentos
Mirae Asset
Nova Futura
Necton
Paraná Banco Investimentos
Terra Investimentos
Toro Investimentos
Warren Rena
XP 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.