Elliot Foster

Western Asset Prev Inflation Total RF FIF Resp Limitada

Ativo
07.895.034/0001-30

Administrador: Intrag

Gestor: Franklin Templeton Brasil

Cotistas

5

Patrimônio Líquido

R$ 95,45 mi

Características da classe

Categoria CVM

FI

Categoria ANBIMA

Renda Fixa Duração Livre Grau de Invest.

Benchmark

DI de um dia

Primeira cota

02/01/2015

Composição do fundo

FI

Tipo de Investidor

Profissional

Rentabilidade 12M

+12.19%

Índice de Sharpe 12M

-0.66

PL Médio 12M

R$ 98,56 mi

RCVM 175

05/06/2025

Composição da carteira

WESTERN ASSET PREV INFLATION TOTAL RENDA FIXA FIF RESP LIMITADA

  • Cotas de Fundos79.09%R$ 74,55 mi
  • Títulos Públicos20.80%R$ 19,60 mi
  • Valores a receber0.05%R$ 47.161,70
  • Valores a pagar0.03%R$ 31.058,23
  • Disponibilidades0.02%R$ 23.218,76

Risco de Concentração

Carteira concentrada

Índice HHI

0.5614

Top 10

+96.34%

Maior posição

+74.50%

Posições

19

DETALHESVALOR% CLASSE% FUNDO
Cotas de Fundos
R$ 74,55 mi100%79.09%
Títulos Públicos
R$ 19,60 mi100%20.80%
Valores a receber
R$ 47.161,70100%0.05%
Valores a pagar
R$ 31.058,23100%0.03%
Disponibilidades
R$ 23.218,76100%0.02%
Evolução da Alocação
Evolução da Cota
Selecione o período para visualizar o desempenho do fundo

2842 dias de cotação

Rentabilidade histórica

AnoJanFevMarAbrMaiJunJulAgoSetOutNovDezNo anoAcumulado
2026Fundo1,00%1,76%0,08%1,79%-0,23%-------4,47%209,73%
% CDI86,32%176,52%6,80%164,19%-432,12%-------97,22%110,84%
2025Fundo1,05%0,54%1,85%2,12%1,71%1,32%-0,82%0,86%0,49%1,03%2,09%0,28%13,22%196,49%
% CDI103,16%55,23%192,24%200,64%149,89%120,74%-63,94%73,90%40,03%80,78%198,32%22,70%92,29%111,32%
2024Fundo-0,47%0,50%0,06%-1,61%1,34%-1,01%2,08%0,49%-0,71%-0,68%0,02%-2,65%-2,69%161,87%
% CDI-48,32%62,61%7,81%-181,53%160,77%-128,68%228,99%56,40%-84,54%-73,66%2,98%-284,04%-24,72%114,10%
2023Fundo-0,06%1,25%2,63%2,07%2,66%2,45%0,81%-0,42%-1,00%-0,63%2,63%2,74%16,09%169,11%
% CDI-5,46%136,55%223,59%225,71%236,99%228,45%75,64%-37,06%-103,14%-63,09%287,23%306,02%123,38%143,14%
2022Fundo-0,62%0,52%3,08%0,67%0,99%-0,34%-0,83%1,27%1,53%1,13%-0,84%-0,22%6,43%131,81%
% CDI-85,32%68,71%332,06%80,17%95,55%-33,45%-80,24%108,38%142,60%110,93%-82,41%-19,77%51,92%141,76%
2021Fundo-0,87%-1,55%-0,51%0,64%1,07%0,40%-0,37%-1,12%-0,14%-2,53%3,41%0,12%-1,57%117,80%
% CDI-583,75%-1.153,86%-251,28%308,06%396,26%131,14%-105,24%-261,24%-32,76%-521,12%580,71%15,30%-35,49%164,29%
2020Fundo0,24%0,40%-6,92%1,25%1,48%2,04%4,43%-1,83%-1,53%0,26%1,99%4,84%6,29%121,27%
% CDI64,52%137,70%-2.045,51%438,37%626,29%959,33%2.277,78%-1.147,18%-973,46%165,11%1.332,94%2.944,53%228,02%188,23%
2019Fundo4,37%0,54%0,56%1,51%3,71%3,74%1,28%-0,41%2,84%3,35%-2,47%2,00%22,90%108,18%
% CDI804,08%109,25%120,44%290,84%682,39%797,05%225,82%-81,14%613,38%698,90%-649,74%534,18%384,30%180,25%
2018Fundo3,38%0,55%1,00%-0,12%-3,14%-0,31%2,35%-0,38%-0,17%7,18%0,93%1,64%13,34%69,39%
% CDI578,67%119,37%188,96%-22,48%-606,46%-59,53%434,06%-67,06%-35,42%1.321,57%188,68%331,63%207,70%136,01%
2017Fundo1,91%3,88%1,05%-0,36%-1,10%0,19%3,94%1,35%1,84%-0,40%-0,71%0,83%12,98%49,45%
% CDI175,89%449,09%99,69%-45,83%-118,38%23,80%494,59%168,34%288,08%-62,78%-125,89%154,68%130,75%118,02%
2016Fundo1,36%2,14%5,05%3,60%-0,04%1,58%2,43%0,90%0,64%0,73%-1,28%2,92%21,82%32,29%
% CDI128,48%214,09%435,57%341,86%-3,77%136,55%219,75%74,27%58,18%69,47%-123,02%260,65%155,87%110,98%
2015Fundo2,86%0,67%-0,16%2,49%2,50%-0,29%-0,79%-2,99%-0,68%2,35%1,16%1,32%8,59%8,59%
% CDI307,70%82,06%-15,06%263,00%254,41%-27,41%-67,37%-270,34%-61,27%212,18%109,66%113,52%64,89%64,89%

Índices de Rentabilidade

No MêsNo Ano3 Meses6 Meses12 Meses24 Meses36 Meses48 Meses60 MesesTotal
Rentabilidade-0,23%4,47%3,65%7,09%12,19%16,49%25,30%36,48%44,24%209,73%
VolatilidadeNaN%5,23%5,80%5,15%4,38%4,82%4,56%4,78%4,93%7,05%
Índice de SharpeNaN-0,180,220,03-0,66-1,11-1,08-1,00-0,880,10

Consistência

FundoMeses PositivosMeses NegativosMaior RetornoMenor Retorno
Western Asset Prev Inflation Total RF FIF Resp Limitada
92
67,15%
45
32,85%
7,18%-6,92%

Cotistas

Western Asset Prev Inflation Total RF FIF Resp Limitada

Atual
5

Drawdown

Western Asset Prev Inflation Total RF FIF Resp Limitada

Atual
-0.79%

Patrimônio

Western Asset Prev Inflation Total RF FIF Resp Limitada

Atual
R$ 95,45 mi

Volatilidade

Western Asset Prev Inflation Total RF FIF Resp Limitada

Atual
3.86%