Brazilian Mutual Fund Managers Industry Statistics – April 2023

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of April 30, 2023.

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.

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Brazilian mutual funds face record outflows of USD 9 billion in April

Over the 12 months ending in April 2023, investors pulled BRL 71 billion out of the mutual fund industry.

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Brazilian Mutual Fund Manager Net New Investments (NNI) Report – March 2023

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 March 31, 2023.

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.

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Brazilian Mutual Fund Managers Industry Statistics – March 2023

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2023.

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.

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Brazilian mutual funds bled BRL 82 billion in the first quarter of 2023

Among ANBIMA asset classes, only FIDCs (credit receivables investment funds) and FIPs (private-equity funds) had inflows in the three months.

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Brazilian Mutual Fund Manager Net New Investments (NNI) Report – February 2023

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, 2023.

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.

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Brazilian Mutual Fund Managers Industry Statistics – February 2023

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of February 28, 2023.

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.

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Brazilian mutual funds see outflows for a fourth straight month in February 2023

The balanced/mixed, fixed-income and equities classes accounted for the lion’s share in net selling for the month.

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Brazilian Mutual Fund Manager Net New Investments (NNI) Report – January 2023

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 January 31, 2023.

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.

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Brazilian Mutual Fund Managers Industry Statistics – January 2023

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of January 31, 2023.

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.

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