- Strategy
- Basic Information
- Performance
- Documents
- Awards
- Distributors
Strategy
4UM Valor Institucional FIF Ações RL is an equity investment fund whose portfolio is composed of shares issued by publicly traded companies, with no size restriction, and with strong appreciation potential.
The fund’s strategy is to invest with a long-term, owner-oriented mindset, applying a proprietary asset selection process based on fundamental analysis and an independent perspective. The approach involves deep knowledge of the companies and industries in which the fund invests, seeking to take advantage of occasional pricing inefficiencies in the stock market.
Objective
The Fund’s objective is to provide medium- and long-term capital gains to its shareholders by investing predominantly in the equity market, without seeking correlation with any specific equity indices.
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: 570117
- ISIN: BR07FLCTF001
- Fund CNPJ: 33.624.201/0001-19
- 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+4 (business day)
- 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
- 2022
- 2024
Fund Distributors
The fund is available on leading investment platforms in the market.
Atina Investimentos
Paraná Banco Investimentos
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If you’re a company or an Institutional Investor, please reach out to our team via the Contact Us.
