Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – August 2024

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 August 31, 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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CCR Monthly Approval Report – August 2024

Janus Henderson, Fidelity, Lazard, Muzinich, HarbourVest, Kohlberg & Co, Nautic and PSG Equity were the fund sponsors gaining approval for new products in August.

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Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – July 2024

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, 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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CCR Monthly Approval Report – July 2024

A total of 19 products were added in the month from nine different asset managers: BNP Paribas, BNY Mellon, Fidelity, First Sentier, Franklin Templeton, LarrainVial, PIMCO, Summit Partners and UBS.

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

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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Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – June 2024

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, 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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CCR Monthly Approval Report – June 2024

JPMorgan led with five ETFs, followed by Allianz, Bluebay, Comgest, Man and Morgan Stanley each with one mutual fund approved. Two alternative products also got the green light, one from Hollyport Capital and one from Rivean Capital.

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Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – May 2024

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 May 31, 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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CCR Monthly Approval Report – May 2024

BNP Paribas, Credicorp Capital, JP Morgan, Morgan Stanley, PIMCO, Theam Quant, Eurazeo and Kinderhook were the fund sponsors gaining approval for new products.

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Insights from Brazilian pension funds on international investments

"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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