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

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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HMC secures over USD 500 million in commitments for Insight Partners’ Fund XIII

The increase in commitments from Latin American investors, especially in a challenging environment, reflects Insight’s leadership and positions the firm as a leading tech GP in the region, noted Ricardo Morales, co-founder and executive chairman at HMC.

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CCR Monthly Approval Report – February 2025

A total of 13 products were added in the month from 10 different asset managers: Veritas, Credicorp Capital, Global X, Jupiter, RAMS, Bain Capital, Copenhagen Infrastructure Partners, I Squared Capital, One Equity Partners and Revcap.

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Brazilian international fund outflows surge amid recent exchange rate volatility

International investment funds faced net withdrawals of USD 2.4 billion in 2024. Yet, global credit and US equity strategies emerged as key opportunities, attracting demand from the institutional and the wealth channel.

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

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, 2025.

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 – January 2025

Sponsors gaining approval were Schroders, Ishares, Invesco, Nomura, Pamlico and Permira.

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

Comgest, Lord Abbett, Jupiter, BC Partners and Novacap were the fund sponsors gaining approval for new product.

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Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – November 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 November 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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Regulatory change by Consar now allows Afores to invest in active ETFs

The regulatory update had been long awaited by several asset managers, who can now compete on a more level playing field for a market valued at approximately USD 50 billion.

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