Itaú Hedge Plus

Fundo multimercado da Itaú Asset. Em 2020 boa parte da equipe saiu para fundar a Genoa, mas o fundo conseguiu manter a boa performance. Conhece um pouco sobre a “nova” equipe do fundo no video abaixo.

Detalhes:

CNPJ do fundo: 11.390.053/0001-82

Posição no ranking da categoria: 23º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 9.8%24 meses: 14.6%36 meses: 12.4%48 meses: 9.3%
Volatilidade
12 meses: 5.7%24 meses: 4.9%36 meses: 4.8%
Retorno ajustado a risco
Sharpe 12 meses: -0.701Sortino 12 meses: -0.939Calmar 12 meses: -4.484Sharpe 36 meses: -0.014

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 2.87% 0.31% -4.15% 1.81% 1.52% 2.45% -0.12% 0.80% 1.15% 0.00% 0.00% 0.00% 6.66%
CDI 1.11% 1.00% 1.21% 1.09% 1.07% 1.12% 1.21% 1.04% 1.08% 0.00% 0.00% 0.00% 10.39%
diferença 1.76% -0.69% -5.36% 0.72% 0.45% 1.33% -1.34% -0.24% 0.07% 0.00% 0.00% 0.00% -3.73%
2025 Fundo 3.07% 1.08% -0.92% 4.11% 2.19% 3.30% 0.67% 2.72% 1.56% 1.57% 1.33% -0.21% 22.38%
CDI 1.01% 0.98% 0.96% 1.06% 1.14% 1.10% 1.28% 1.16% 1.22% 1.28% 1.05% 1.22% 14.32%
diferença 2.06% 0.09% -1.88% 3.06% 1.05% 2.21% -0.61% 1.56% 0.34% 0.30% 0.28% -1.43% 8.06%
2024 Fundo -2.49% -1.56% 0.26% -0.34% 0.75% 1.43% 2.75% 1.44% 2.75% 0.55% 1.70% -0.81% 6.46%
CDI 0.97% 0.80% 0.83% 0.89% 0.83% 0.79% 0.91% 0.87% 0.84% 0.93% 0.79% 0.93% 10.88%
diferença -3.45% -2.36% -0.57% -1.23% -0.08% 0.64% 1.84% 0.58% 1.91% -0.38% 0.90% -1.74% -4.42%
2023 Fundo 0.05% -0.41% 1.29% 0.34% 0.52% 0.74% 0.62% -2.53% 1.35% 0.41% -0.71% 3.75% 5.43%
CDI 1.12% 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 -1.07% -1.33% 0.11% -0.58% -0.60% -0.34% -0.45% -3.67% 0.37% -0.58% -1.62% 2.86% -7.61%
2022 Fundo 0.47% 2.41% 3.80% 0.40% 0.20% 1.50% 0.69% 0.45% 1.94% -0.37% -1.47% 0.42% 10.86%
CDI 0.73% 0.76% 0.93% 0.83% 1.03% 1.02% 1.03% 1.17% 1.07% 1.02% 1.02% 1.12% 12.39%
diferença -0.26% 1.65% 2.88% -0.43% -0.83% 0.49% -0.35% -0.72% 0.86% -1.39% -2.49% -0.71% -1.53%
2021 Fundo -1.00% -0.45% 0.98% -0.31% 2.13% 0.22% -0.84% 0.85% 2.35% 1.08% 0.03% -1.43% 3.59%
CDI 0.15% 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 -1.15% -0.58% 0.78% -0.52% 1.86% -0.09% -1.19% 0.42% 1.91% 0.59% -0.56% -2.20% -0.83%
2020 Fundo 0.74% 1.31% 9.70% 1.56% -0.03% 2.01% 0.62% 1.47% -1.17% 0.54% -0.14% 0.79% 18.40%
CDI 0.38% 0.29% 0.34% 0.28% 0.23% 0.21% 0.19% 0.16% 0.16% 0.16% 0.15% 0.17% 2.76%
diferença 0.36% 1.02% 9.37% 1.28% -0.27% 1.80% 0.43% 1.31% -1.33% 0.38% -0.29% 0.62% 15.65%
2019 Fundo 1.68% -1.25% 0.65% 0.53% 0.71% 3.03% 0.71% 1.94% -0.39% 1.84% 1.70% 2.76% 14.74%
CDI 0.54% 0.49% 0.47% 0.52% 0.54% 0.47% 0.57% 0.50% 0.46% 0.48% 0.38% 0.37% 5.96%
diferença 1.14% -1.74% 0.18% 0.01% 0.17% 2.56% 0.14% 1.44% -0.85% 1.36% 1.32% 2.38% 8.78%
2018 Fundo 2.17% 1.12% 1.09% 0.36% 1.96% 4.37% -0.64% 1.07% -0.43% 3.14% -0.63% 1.27% 15.76%
CDI 0.58% 0.46% 0.53% 0.52% 0.52% 0.52% 0.54% 0.57% 0.47% 0.54% 0.49% 0.49% 6.42%
diferença 1.58% 0.66% 0.56% -0.16% 1.44% 3.85% -1.18% 0.51% -0.90% 2.60% -1.13% 0.78% 9.34%
2017 Fundo 2.77% 2.13% 1.32% 0.48% -3.25% 0.68% 1.49% 0.91% 3.73% 0.18% 0.25% 0.55% 11.66%
CDI 1.08% 0.86% 1.05% 0.79% 0.93% 0.81% 0.80% 0.80% 0.64% 0.64% 0.57% 0.54% 9.92%
diferença 1.68% 1.27% 0.27% -0.30% -4.17% -0.12% 0.69% 0.11% 3.09% -0.47% -0.32% 0.01% 1.73%
2016 Fundo 0.93% -1.80% 3.84% 3.44% -0.55% 4.53% 1.86% 1.44% 3.12% 2.75% 2.64% 2.24% 27.14%
CDI 1.06% 1.00% 1.16% 1.06% 1.11% 1.16% 1.11% 1.21% 1.11% 1.05% 1.04% 1.12% 14.01%
diferença -0.12% -2.81% 2.68% 2.39% -1.66% 3.37% 0.75% 0.23% 2.01% 1.70% 1.60% 1.11% 13.14%
2015 Fundo 0.85% 1.78% 1.46% 0.17% 2.34% 1.27% 2.15% -1.66% 2.73% 0.38% -0.80% -2.23% 8.61%
CDI 0.93% 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 -0.08% 0.96% 0.43% -0.78% 1.36% 0.21% 0.97% -2.77% 1.62% -0.73% -1.86% -3.39% -4.63%
2014 Fundo 1.34% 1.27% 1.11% 0.98% 1.40% 0.93% 1.32% 0.57% 0.84% -0.54% 0.59% 0.31% 10.58%
CDI 0.84% 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 0.50% 0.48% 0.35% 0.16% 0.54% 0.12% 0.38% -0.28% -0.06% -1.48% -0.25% -0.65% -0.23%
2013 Fundo 0.89% -0.02% 2.31% 0.17% 1.43% 1.82% 0.78% 0.76% 1.90% 0.76% 1.20% 2.02% 14.91%
CDI 0.59% 0.48% 0.54% 0.60% 0.59% 0.59% 0.71% 0.70% 0.70% 0.80% 0.71% 0.78% 8.07%
diferença 0.30% -0.50% 1.77% -0.43% 0.84% 1.23% 0.07% 0.07% 1.20% -0.05% 0.49% 1.24% 6.84%
2012 Fundo 3.47% 1.01% 1.29% 0.69% 1.34% 0.98% 1.02% 0.40% -0.48% -0.40% 0.61% 3.44% 14.13%
CDI 0.84% 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 2.63% 0.27% 0.48% -0.01% 0.61% 0.35% 0.34% -0.29% -1.02% -1.00% 0.06% 2.90% 5.78%

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.

Entrevista com gestores do Itaú Hedge Plus

Ilustração do video

Publicado em 05/04/2021

Thiago Salomão entrevista Andrew Woods e Oliver Casiuch, portfolio managers no Itaú Asset Management, para falar sobre o fundo Itaú Hedge Plus. Chegaram no fundo em 2020 quando houve a re-estruturação do fundo.

Video institucional Sobre o Itaú Hedge Plus

Ilustração do video

Publicado em 14/08/2020

Video institucional do fundo

Podcasts

Outros conteúdos


Nomes Alternativos / Espelhos ou fundos com altíssima correlação:

  • ITAÚ PRIVATE HEDGE PLUS MULTIMERCADO - FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO
  • ITAÚ DISTRIBUIDORES HEDGE PLUS MULTIMERCADO - FUNDO DE INVESTIMENTO EM COTAS DE FDOS DE INVESTIMENTO
  • ITAÚ VEGA HP MULTIMERCADO - FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO
  • ITAÚ HEDGE PLUS VÉRTICE MULTIMERCADO FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO
  • ITAÚ HEDGE PLUS MULTIMERCADO FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO
  • HPR MULTIMERCADO FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO
  • CONSENSO I FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO MULTIMERCADO
  • ITAÚ PERSONNALITÉ HEDGE PLUS MULTIMERCADO FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO
  • CGI I MULTIMERCADO FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO
  • VIC ITAÚ HEDGE PLUS MULTIMERCADO FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO
  • JBFO HEDGE PLUS FIC DE FIM CRÉDITO PRIVADO INVESTIMENTO NO EXTERIOR
  • ITAÚ HEDGE PLUS FEEDER I FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO MULTIMERCADO
  • HEDGE PLUS L FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO MULTIMERCADO
  • ITAÚ HEDGE PLUS ADVISORY MULTIMERCADO FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO

Itaú Hedge Plus 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.