You are here: Home / Archives for Brazil

Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – March 2022

April 19, 2022 by

Excel workbook detailing a select list of Brazilian cross-border feeder funds. Workbook lists name of underlying mutual fund and international manager as well as amounts invested in each. Data as of March 31, 2022.

Companies mentioned in this report: Aberdeen Standard, Acadian, Allianz, AQR, Ashmore, Axa, Azimut, BlackRock, BNP Paribas, Bradesco, Bridgewater, BTG Pactual, EdR, Fidelity, Franklin Templeton, Fundsmith, Galloway, GQG Partners, GuardCap, J Safra Sarasin, Janus Henderson, JP Morgan, Jupiter, Lyxor, M&G, Man AHL, MFS ,Mirae, Mobius, Moneda, Mongeral Aegon, Morgan Stanley, Neuberger Berman, Ninety One, Nordea, Oaktree, Pershing Square, Pictet, PIMCO, Principal, Robeco, Santander, Schroders, T. Rowe Price, Vanguard, Wellington, Western Asset.

This content is reserved for our licensees.

Log In Register

Filed Under: Brazil, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , ,

Investor caution boosts demand for Brazilian fixed-income funds

April 4, 2022 by

Investor caution was rewarded by fixed-income funds’ strong performance, while poor returns led to outflows from equity and mixed funds in February.

This content is reserved for our licensees.

Log In Register

Filed Under: Brazil, News and Trends, Private Tagged With: , , , , , , , , , , , ,

Itaú puts Goldman brand name on in-house feeder fund

March 30, 2022 by

The Goldman Sachs Global Millennials USD Selection Ações feeder fund will be available through Itaú’s fund of funds platform and is aimed at qualified local investors.

This content is reserved for our licensees.

Log In Register

Filed Under: Brazil, News and Trends, Private Tagged With: , , , , , , , , ,

Brazilian Mutual Fund Managers Industry Statistics – February 2022

March 25, 2022 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of February 28, 2022.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, etc.

This content is reserved for our licensees.

Log In Register

Filed Under: Brazil, Private, Quantitative Analysis Tagged With: , , , , , , ,

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – February 2022

March 25, 2022 by

Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly and year to date NNI data, 30-day % change, month-end assets and market share by managers. Data as of February 28, 2022.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual,  XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, and others.

This content is reserved for our licensees.

Log In Register

Filed Under: Brazil, Private, Quantitative Analysis Tagged With: , , , , , , , , ,

Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments – February 2022

March 23, 2022 by

Spreadsheet listing Brazilian mutual funds with cross-border strategies, international manager, local sponsor, vehicle type (feeder fund, FOF, fund of ETFs, etc.) as well as amounts invested in each. Data as of February 28, 2022.

Companies mentioned in this report: Aberdeen do Brasil; Absolute; BB Dtvm; BlackRock Brasil; BNP Paribas; Bradesco; BTG Pactual; Claritas; Credit Suisse Hedging Griffo; Dahlia Capital; Dymano; Franklin Templeton; Gama, GEO; GPS; Itaú; JPG, JP Morgan; M Square; Miraband; Mongeral Aegon; NW3; Open Vista Brasil; Opportunity; PIMCO Latin America; Pragma; Safra; Santader Brasil; Schroder Brasil; UBS Consenso; Verde; Vitreo; Votorantim; Western Asset; XP Vista.

This content is reserved for our licensees.

Log In Register

Filed Under: Brazil, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,

Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – February 2022

March 23, 2022 by

Excel workbook detailing a select list of Brazilian cross-border feeder funds. Workbook lists name of underlying mutual fund and international manager as well as amounts invested in each. Data as of February 28, 2022.

Companies mentioned in this report: Aberdeen Standard, Acadian, Allianz, AQR, Ashmore, Axa, Azimut, BlackRock, BNP Paribas, Bradesco, Bridgewater, BTG Pactual, EdR, Fidelity, Franklin Templeton, Fundsmith, Galloway, GQG Partners, GuardCap, J Safra Sarasin, Janus Henderson, JP Morgan, Jupiter, Lyxor, M&G, Man AHL, MFS ,Mirae, Mobius, Moneda, Mongeral Aegon, Morgan Stanley, Neuberger Berman, Ninety One, Nordea, Oaktree, Pershing Square, Pictet, PIMCO, Principal, Robeco, Santander, Schroders, T. Rowe Price, Vanguard, Wellington, Western Asset.

This content is reserved for our licensees.

Log In Register

Filed Under: Brazil, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , ,

Monetary tightening in Brazil lures investors back to fixed income funds

February 23, 2022 by

Equity funds saw outflows of BRL 10.6 billion in January, impacted by the Equity–Free Portfolio subcategory, with redemptions totaling BRL 4 billion.

This content is reserved for our licensees.

Log In Register

Filed Under: Brazil, News and Trends, Private Tagged With: , , , , , , , , , , , ,

Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments – January 2022

February 22, 2022 by

Spreadsheet listing Brazilian mutual funds with cross-border strategies, international manager, local sponsor, vehicle type (feeder fund, FOF, fund of ETFs, etc.) as well as amounts invested in each. Data as of January 31, 2022.

Companies mentioned in this report: Aberdeen do Brasil; Absolute; BB Dtvm; BlackRock Brasil; BNP Paribas; Bradesco; BTG Pactual; Claritas; Credit Suisse Hedging Griffo; Dahlia Capital; Dymano; Franklin Templeton; Gama, GEO; GPS; Itaú; JPG, JP Morgan; M Square; Miraband; Mongeral Aegon; NW3; Open Vista Brasil; Opportunity; PIMCO Latin America; Pragma; Safra; Santader Brasil; Schroder Brasil; UBS Consenso; Verde; Vitreo; Votorantim; Western Asset; XP Vista.

This content is reserved for our licensees.

Log In Register

Filed Under: Brazil, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,

Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – January 2022

February 22, 2022 by

Excel workbook detailing a select list of Brazilian cross-border feeder funds. Workbook lists name of underlying mutual fund and international manager as well as amounts invested in each. Data as of January 31, 2022.

Companies mentioned in this report: Aberdeen Standard, Acadian, Allianz, AQR, Ashmore, Axa, Azimut, BlackRock, BNP Paribas, Bradesco, Bridgewater, BTG Pactual, EdR, Fidelity, Franklin Templeton, Fundsmith, Galloway, GQG Partners, GuardCap, J Safra Sarasin, Janus Henderson, JP Morgan, Jupiter, Lyxor, M&G, Man AHL, MFS ,Mirae, Mobius, Moneda, Mongeral Aegon, Morgan Stanley, Neuberger Berman, Ninety One, Nordea, Oaktree, Pershing Square, Pictet, PIMCO, Principal, Robeco, Santander, Schroders, T. Rowe Price, Vanguard, Wellington, Western Asset.

This content is reserved for our licensees.

Log In Register

Filed Under: Brazil, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , ,
« Previous Page
Next Page »