BTG Pactual Absoluto

Fundo Long Only da gestora do BTG Pactual.

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 09.120.774/0001-20

Posição no ranking da categoria: 96º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 26.8%24 meses: 7.6%36 meses: 10.8%48 meses: 5.2%
Volatilidade
12 meses: 19.4%24 meses: 18.1%36 meses: 17.4%
Retorno ajustado a risco
Sharpe 12 meses: 0.518Sortino 12 meses: 0.751Calmar 12 meses: 1.527Sharpe 36 meses: -0.08

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo6.85%-0.18%-0.16%-1.31%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.08%
Ibov13.24%4.22%-0.48%1.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%19.27%
diferença-6.40%-4.40%0.31%-2.85%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-14.19%
2025Fundo3.60%-2.33%-2.57%10.01%8.51%1.96%-8.29%8.48%3.85%0.04%7.11%-1.83%30.39%
Ibov5.04%-2.43%6.04%3.40%1.62%2.54%-4.39%6.64%3.42%2.21%6.48%1.13%35.89%
diferença-1.44%0.10%-8.61%6.60%6.89%-0.58%-3.90%1.84%0.43%-2.18%0.63%-2.96%-5.51%
2024Fundo-3.46%1.96%0.15%-7.42%-4.41%2.23%2.23%4.07%-4.76%-1.21%-4.53%-7.26%-20.97%
Ibov-3.74%1.79%-0.73%-0.74%-3.43%1.45%3.04%6.90%-3.14%-1.69%-2.23%-4.34%-7.21%
diferença0.27%0.18%0.89%-6.68%-0.98%0.78%-0.81%-2.84%-1.62%0.47%-2.30%-2.92%-13.76%
2023Fundo4.08%-5.92%-5.95%-2.75%7.47%9.43%2.91%-7.28%0.58%-4.13%11.97%4.92%13.84%
Ibov7.03%-6.17%-2.63%1.72%6.45%7.52%3.31%-4.78%1.28%-1.87%8.37%4.94%26.57%
diferença-2.95%0.25%-3.32%-4.47%1.02%1.91%-0.40%-2.50%-0.70%-2.26%3.60%-0.02%-12.73%
2022Fundo4.50%-1.32%7.22%-9.81%-0.49%-8.40%8.40%6.72%0.73%6.93%-9.25%-2.91%-0.20%
Ibov8.06%0.85%4.05%-7.63%3.66%-8.44%4.53%6.58%0.38%5.95%-0.52%-2.42%14.31%
diferença-3.56%-2.17%3.17%-2.18%-4.14%0.04%3.88%0.14%0.36%0.98%-8.73%-0.48%-14.51%
2021Fundo0.23%-1.84%-0.05%1.44%1.75%2.66%-3.85%-3.47%-8.89%-13.12%-7.68%0.01%-29.32%
Ibov-2.14%-5.16%6.09%0.30%5.99%0.16%-5.52%-2.59%-2.89%-7.67%-0.07%1.73%-12.05%
diferença2.37%3.33%-6.14%1.14%-4.24%2.50%1.67%-0.88%-6.00%-5.44%-7.62%-1.72%-17.27%
2020Fundo2.13%-6.94%-30.81%18.97%14.02%11.17%7.16%0.87%-2.01%0.15%8.83%4.42%19.56%
Ibov-4.67%-0.78%-31.06%6.86%10.58%11.22%8.37%-3.62%-4.25%-1.64%13.20%8.55%3.59%
diferença6.80%-6.16%0.26%12.12%3.45%-0.05%-1.21%4.48%2.24%1.79%-4.38%-4.13%15.97%
2019Fundo6.14%-0.89%-0.17%3.24%3.07%3.63%3.89%1.56%0.72%1.58%0.45%6.51%33.74%
Ibov9.37%-0.53%2.60%1.12%1.64%2.08%-0.49%-0.38%3.48%2.20%0.12%5.52%29.69%
diferença-3.23%-0.36%-2.77%2.12%1.43%1.55%4.38%1.94%-2.77%-0.62%0.33%0.99%4.05%
2018Fundo6.61%0.40%1.78%-0.56%-7.30%-1.37%6.35%-3.87%2.42%10.01%3.43%1.73%20.05%
Ibov6.78%-2.32%-0.31%1.62%-9.35%-5.72%8.82%-3.05%3.50%9.33%-1.43%-1.69%4.48%
diferença-0.17%2.71%2.09%-2.19%2.05%4.35%-2.48%-0.82%-1.08%0.69%4.86%3.43%15.57%
2017Fundo3.70%3.49%0.71%2.38%-1.80%1.61%4.21%4.44%3.90%-1.42%-1.82%3.69%25.31%
Ibov7.77%3.38%-3.16%-2.92%-6.20%1.08%4.58%7.36%4.99%-0.17%-7.13%5.57%14.59%
diferença-4.07%0.11%3.87%5.31%4.39%0.53%-0.37%-2.92%-1.09%-1.25%5.31%-1.88%10.72%
2016Fundo-0.09%-0.98%8.20%3.44%-0.77%4.30%5.41%-1.49%-0.08%3.01%-8.18%-0.25%12.18%
Ibov-3.57%6.28%14.69%8.57%-9.21%6.13%11.58%0.45%0.83%10.70%-3.86%-2.93%43.56%
diferença3.49%-7.26%-6.49%-5.14%8.44%-1.83%-6.18%-1.94%-0.91%-7.69%-4.32%2.68%-31.38%
2015Fundo-2.46%7.46%3.32%3.02%-0.94%1.70%2.49%-3.90%-0.77%1.21%0.65%-1.16%10.59%
Ibov-3.49%8.50%-1.02%7.45%-8.02%1.52%-5.53%-8.16%-1.93%6.37%-5.80%-3.03%-14.02%
diferença1.03%-1.05%4.34%-4.43%7.08%0.18%8.02%4.26%1.16%-5.17%6.45%1.86%24.61%
2014Fundo-5.82%1.88%4.69%2.69%1.50%4.65%0.10%5.59%-5.22%3.09%3.74%-3.27%13.53%
Ibov-5.34%-0.82%8.06%2.67%-3.10%5.12%3.09%9.87%-11.81%0.65%-4.71%-7.34%-5.83%
diferença-0.48%2.70%-3.37%0.02%4.60%-0.46%-3.00%-4.28%6.59%2.44%8.45%4.07%19.36%
2013Fundo1.11%-0.47%1.06%2.33%0.77%-5.76%1.80%1.32%3.49%4.02%0.08%-1.17%8.56%
Ibov-2.55%-4.45%-1.85%-0.64%-1.07%-11.34%0.99%4.61%3.62%2.75%-3.62%-1.89%-15.30%
diferença3.66%3.98%2.91%2.97%1.85%5.58%0.82%-3.28%-0.13%1.28%3.70%0.72%23.86%
2012Fundo3.42%6.22%0.60%1.95%-4.29%3.11%3.47%1.87%0.39%1.16%3.20%2.71%26.15%
Ibov8.22%4.55%-1.85%-3.04%-12.85%-1.00%6.74%1.91%3.51%-4.14%3.33%5.66%9.48%
diferença-4.80%1.67%2.45%4.99%8.56%4.11%-3.27%-0.04%-3.12%5.30%-0.13%-2.95%16.67%

Videos sobre o fundo

A ideia é trazer video mais "perenes", que te permitam conhecer o gestor e o fundo. Evitamos videos que sejam muito focados no posicionamento momentâneo da carteira.

Laercio Henrique no Clube Exame #53

Ilustração do video

Publicado em 14/02/2023

No video os gestor conta um pouco de sua trajetória, filosofia de investimentos e as estratégias que comanda dentro da BTG Asset. Além disso, Laercio fala um pouco das teses do fundo e perspectivas econômicas.

Video Institucional do fundo

Ilustração do video

Publicado em 07/01/2021

Video curto (menos de 2 minutos) explicando o fundo.

Podcasts

Outros conteúdos


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  • BTG PACTUAL ABSOLUTO FUNDO DE INVESTIMENTO EM QUOTAS DE FUNDOS DE INVESTIMENTO DE AÇÕES
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  • BTG PACTUAL ABSOLUTO FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO EM AÇÕES ÁGORA
  • BTG PACTUAL ABSOLUTO RED FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO DE AÇÕES

BTG Pactual Absoluto vale a pena?

Todo fundo de investimentos apresenta riscos. O importante é estudar fundo, conhecer o gestor e se familiarizar com a estratégia.

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