Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – July 2021

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 July 31, 2021.

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 Mutual Funds: Select List of Cross-Border Feeder Funds – June 2021

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 June 30, 2021.

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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BlackRock, others ready to pull trigger on global offerings in Brazil

"We have a vision to contribute to this important moment of change in investors' portfolio allocation," says Rodrigo Araujo, the firm's Brazilian director.

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BTG Pactual bringing three new cross-border brands to Brazilian clients

At the BTG Pactual Global Managers Conference, Marcos Pimentel provided details to Fund Pro Latin America about new distribution deals signed with AQR, Pictet and T. Rowe Price.

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Brazilian retail clients poured USD 2.5 billion into PIMCO fixed-income feeder in 2017

PIMCO's Brazil-based VP, Luis Otavio Oliveira, said the Brazilian fund, which invests in the US-domiciled PIMCO Income Fund became more attractive during the year when CDI yields started to tumble.

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Brazilian pensions less likely to invest abroad despite new resolution facilitating use of local feeders

A new rule intended to make it easier for Brazilian pensions to allocate to feeder funds investing in cross-border funds is so confusing that it may have the effect of causing redemptions from these products, at least until there is clarification.

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CMN Resolution 4.611

Alters Resolution 3.792, from September 24, 2009, which set rules on the allocation of assets of plans administered by Brazilian closed pension funds.

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Pimco puts on asset-gathering master class in Brazil

Pimco's Brazil-domiciled feeder funds, which invest in cross-border Pimco products, raised roughly USD 350 million in the first six months of 2017, with AUMs jumping from USD 61 million to USD 419 million. Luis Otavio Oliveira, Pimco's VP of business development, explains how.

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BTG and Itau innovate by opening onshore fund platforms to third parties

“Almost all funds in the market are now available on our digital platform,” BTG Pactual Digital's Marcelo Flora told Fund Pro Latin America. “For us, offering open architecture is a way to truly put the client first."

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Western Asset preps global-equity feeder allocating to sister firm ClearBridge Investments

The feeder fund will hit the ground running with BRL 35 million (USD 11 million) raised from Brazilian pension funds, said Marc Forster, executive director at Western Asset Mgt. in Sao Paulo.

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