BTG Pactual Discovery

O Discovery é o principal multimercado macro do BTG. Na parte de ações, ele conta com a gestão da equipe de renda variável do BTG. Além disso, tem foco em preservação de capital e buscando otimização da relação risco x retorno.

Por ter uma equipe de análise local na América Latina, ele é um fundo para quem busca operar movimentos de juros e identificar tendências de mercado nessas geografias, também descorrelacionando seus movimentos da indústria de fundos local, e trazendo diversificação para os portfólios através da alocação dinâmica.

Detalhes:

CNPJ do fundo: 01.214.092/0001-75

Posição no ranking da categoria: 23º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 12.2%24 meses: 13.3%36 meses: 8.8%48 meses: 6.2%
Volatilidade
12 meses: 1.7%24 meses: 1.7%36 meses: 2.4%
Retorno ajustado a risco
Sharpe 12 meses: -0.354Sortino 12 meses: -0.368Calmar 12 meses: -0.484Sharpe 36 meses: -0.388

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo0.79%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.79%
CDI0.97%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.97%
diferença-0.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.17%
2023Fundo1.01%-0.23%1.94%1.01%1.76%1.54%1.48%0.91%-0.61%0.08%1.42%1.37%12.30%
CDI1.12%0.92%1.17%0.92%1.12%1.07%1.07%1.14%0.97%1.00%0.92%0.89%13.04%
diferença-0.11%-1.15%0.76%0.09%0.64%0.46%0.41%-0.23%-1.58%-0.92%0.51%0.48%-0.74%
2022Fundo0.88%0.84%2.10%2.34%0.88%0.76%0.87%1.20%1.58%1.57%0.47%1.02%15.49%
CDI0.73%0.76%0.93%0.83%1.03%1.02%1.03%1.17%1.07%1.02%1.02%1.12%12.39%
diferença0.15%0.08%1.18%1.50%-0.15%-0.25%-0.17%0.03%0.50%0.55%-0.55%-0.10%3.10%
2021Fundo-0.23%-0.10%-0.97%1.06%0.21%0.85%-0.20%-0.51%-0.88%-1.69%0.97%0.68%-0.84%
CDI0.15%0.14%0.20%0.21%0.27%0.31%0.35%0.43%0.44%0.49%0.59%0.77%4.43%
diferença-0.38%-0.23%-1.17%0.85%-0.06%0.54%-0.55%-0.94%-1.33%-2.17%0.38%-0.09%-5.26%
2020Fundo0.65%-0.84%-6.24%1.25%1.14%0.65%1.09%0.50%0.06%0.12%0.88%0.60%-0.38%
CDI0.38%0.29%0.34%0.28%0.23%0.21%0.19%0.16%0.16%0.16%0.15%0.17%2.76%
diferença0.27%-1.14%-6.58%0.96%0.90%0.44%0.90%0.34%-0.09%-0.04%0.73%0.44%-3.13%
2019Fundo2.21%0.09%0.19%0.87%1.29%1.75%1.51%1.26%-0.35%0.63%-0.62%2.36%11.72%
CDI0.54%0.49%0.47%0.52%0.54%0.47%0.57%0.50%0.46%0.48%0.38%0.37%5.96%
diferença1.67%-0.41%-0.28%0.35%0.75%1.28%0.94%0.75%-0.81%0.15%-1.00%1.99%5.75%
2018Fundo2.11%0.60%1.52%0.78%-2.42%1.14%1.33%0.25%0.84%1.14%-0.01%-2.83%4.41%
CDI0.58%0.46%0.53%0.52%0.52%0.52%0.54%0.57%0.47%0.54%0.49%0.49%6.42%
diferença1.53%0.13%0.99%0.26%-2.94%0.62%0.79%-0.32%0.38%0.60%-0.50%-3.32%-2.01%
2017Fundo2.27%1.47%1.57%1.44%-0.09%1.65%3.14%1.97%2.37%0.40%0.91%1.31%19.99%
CDI1.08%0.86%1.05%0.79%0.93%0.81%0.80%0.80%0.64%0.64%0.57%0.54%9.92%
diferença1.18%0.61%0.52%0.66%-1.02%0.85%2.34%1.17%1.73%-0.25%0.34%0.78%10.07%
2016Fundo1.58%-0.42%0.79%2.50%1.98%0.31%1.45%0.61%1.53%1.08%-1.54%1.15%11.51%
CDI1.06%1.00%1.16%1.06%1.11%1.16%1.11%1.21%1.11%1.05%1.04%1.12%14.01%
diferença0.53%-1.42%-0.37%1.44%0.87%-0.85%0.34%-0.61%0.42%0.03%-2.58%0.03%-2.50%
2015Fundo0.89%1.09%1.30%0.68%1.58%1.21%1.87%0.20%-0.46%4.34%2.49%1.45%17.87%
CDI0.93%0.82%1.04%0.95%0.98%1.07%1.18%1.11%1.11%1.11%1.06%1.16%13.25%
diferença-0.04%0.27%0.26%-0.27%0.60%0.14%0.69%-0.91%-1.57%3.24%1.43%0.29%4.63%
2014Fundo-0.00%1.19%1.14%1.20%1.00%1.63%0.84%1.14%-1.50%-0.83%0.88%-0.50%6.31%
CDI0.84%0.78%0.76%0.82%0.86%0.82%0.94%0.86%0.90%0.94%0.84%0.96%10.81%
diferença-0.84%0.41%0.38%0.39%0.14%0.81%-0.10%0.28%-2.40%-1.77%0.04%-1.45%-4.50%
2013Fundo0.91%-0.03%0.56%-0.22%1.02%-0.09%0.55%-0.17%0.49%0.74%0.86%0.90%5.66%
CDI0.59%0.48%0.54%0.60%0.59%0.59%0.71%0.70%0.70%0.80%0.71%0.78%8.07%
diferença0.32%-0.51%0.02%-0.82%0.44%-0.68%-0.16%-0.86%-0.21%-0.06%0.15%0.12%-2.41%
2012Fundo0.77%2.28%1.78%2.55%1.14%1.49%1.60%0.83%0.81%1.44%1.03%1.67%18.82%
CDI0.84%0.74%0.81%0.70%0.73%0.64%0.68%0.69%0.54%0.61%0.54%0.53%8.35%
diferença-0.08%1.54%0.98%1.85%0.41%0.85%0.93%0.14%0.27%0.83%0.48%1.14%10.47%

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.

Video Institucional do fundo

Ilustração do video

Publicado em 29/01/2021

Video curto (menos de 2 minutos) apresentando bem por alto o produto.

Podcasts

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  • BTG PACTUAL DISCOVERY FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO MULTIMERCADO ÁGORA

BTG Pactual Discovery vale a pena?

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

A ideia do nosso é website é justante te ajudar a se informar para tomar decisões conscientes.