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: 6º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 13%24 meses: 7.1%36 meses: 12.7%48 meses: 12.2%
Volatilidade
12 meses: 4.2%24 meses: 4%36 meses: 5.1%
Retorno ajustado a risco
Sharpe 12 meses: 0.751Sortino 12 meses: 1.376Calmar 12 meses: 1.482Sharpe 36 meses: 1.4

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo0.47%2.41%3.80%0.40%0.20%1.50%0.69%0.00%0.00%0.00%0.00%0.00%9.82%
CDI0.73%0.76%0.93%0.83%1.03%1.02%1.03%0.00%0.00%0.00%0.00%0.00%6.51%
diferença-0.26%1.65%2.88%-0.43%-0.83%0.49%-0.35%0.00%0.00%0.00%0.00%0.00%3.32%
2021Fundo-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%
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-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%
2020Fundo0.74%1.31%9.70%1.56%-0.03%2.01%0.62%1.47%-1.17%0.54%-0.14%0.79%18.40%
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%
diferença0.36%1.02%9.37%1.28%-0.27%1.80%0.43%1.31%-1.33%0.38%-0.29%0.62%15.65%
2019Fundo1.68%-1.25%0.65%0.53%0.71%3.03%0.71%1.94%-0.39%1.84%1.70%2.76%14.74%
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%
diferença1.14%-1.74%0.18%0.01%0.17%2.56%0.14%1.44%-0.85%1.36%1.32%2.38%8.78%
2018Fundo2.17%1.12%1.09%0.36%1.96%4.37%-0.64%1.07%-0.43%3.14%-0.63%1.27%15.76%
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%
diferença1.58%0.66%0.56%-0.16%1.44%3.85%-1.18%0.51%-0.90%2.60%-1.13%0.78%9.34%
2017Fundo2.77%2.13%1.32%0.48%-3.25%0.68%1.49%0.91%3.73%0.18%0.25%0.55%11.66%
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%
diferença1.68%1.27%0.27%-0.30%-4.17%-0.12%0.69%0.11%3.09%-0.47%-0.32%0.01%1.73%
2016Fundo0.93%-1.80%3.84%3.44%-0.55%4.53%1.86%1.44%3.12%2.75%2.64%2.24%27.14%
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%
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%
2015Fundo0.85%1.78%1.46%0.17%2.34%1.06%2.15%-1.66%2.73%0.38%-0.80%-2.23%8.39%
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-0.08%0.96%0.43%-0.78%1.36%-0.01%0.97%-2.77%1.62%-0.73%-1.86%-3.39%-4.86%
2014Fundo1.34%1.27%1.11%0.98%1.40%0.93%1.32%0.57%0.84%-0.54%0.59%0.31%10.58%
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%
diferença0.50%0.48%0.35%0.16%0.54%0.12%0.38%-0.28%-0.06%-1.48%-0.25%-0.65%-0.23%
2013Fundo0.89%-0.02%2.31%0.17%1.43%1.82%0.78%0.76%1.90%0.76%1.20%2.02%14.91%
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%
diferença0.30%-0.50%1.77%-0.43%0.84%1.23%0.07%0.07%1.20%-0.05%0.49%1.24%6.84%
2012Fundo3.47%1.01%1.29%0.69%1.34%0.98%1.02%0.40%-0.48%-0.40%0.61%3.44%14.13%
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%
diferença2.63%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

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