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Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments – February 2025

March 21, 2025 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, 2025.

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.

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Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – February 2025

March 21, 2025 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, 2024.

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.

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Brazilian cross-border investments increased the pace with USD 289 million net inflows in Q2 2024

August 5, 2024 by

ETFs emerge as one of the main alternatives for investors to diversify their portfolios internationally. "Customers have understood the power of diversification, seeking investment alternatives that are not reflected in the local market, and also diversifying in currency, as ETF BDRs have exposure to the dollar," said Paula Salamonde, director of the Institutional segment and iShares ETF at BlackRock Brasil.

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Insights from Brazilian pension funds on international investments

May 28, 2024 by

"We are in a learning curve regarding international investment, and we will continue to be conservative in the next cycle," Said Barbara Boltje, manager of the fund of funds area at Petros.

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Feeder funds had withdrawals of USD 870 million in 2023 but a reversal is expected ahead

February 16, 2024 by

As domestic real interest rates continue to decline, the propensity for institutional investors to take risks is expected to increase, and part of that is likely to migrate to international investments, said Luiz Fernando Pedrinha, Commercial Director for Institutional Clients at Schroders Brazil.

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Funcef invested BRL 1.2 billion in international funds in 2023

January 17, 2024 by

The great benefit of this strategy is to make Funcef's portfolio more balanced in order to achieve the best possible profitability without increasing the level of risk taken, said Alenir Romanello, Director of Investments and Participations,

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Brazilian decreased the pace of withdrawals from international funds in the second quarter

September 3, 2023 by

Ian Caó, founding partner and CIO of Gama Investimentos, said that the awareness work being carried out by market professionals regarding the importance of diversifying portfolios in other geographies, contributed to the increase in some international investments strategies.

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Negative flows continue to hit cross-border Brazilian funds in first quarter

May 28, 2023 by

Despite USD 1.7 billion exited domestic mutual funds that invest in cross-border instruments, distributors see growing interest in international diversification.

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Brazil’s global fund segment falls again in 3Q 2022

March 12, 2023 by

BB Asset's Paulo Manzione says institutional investors remain very cautious regarding allocations to offshore markets.

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Brazilian funds investing abroad were battered in 2022, but a recovery is expected for 2023

February 17, 2023 by

Franklin's Daniel Popovich along with peers from JP Morgan and Santander, says managers in Brazil noticed a pickup in global fund sales in 4Q 2022 after a difficult nine months.

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