Elliot Foster

Western Asset Prev Inflation Limited RF FIF Resp Limitada

Ativo
07.895.082/0001-29

Administrador: Intrag

Gestor: Franklin Templeton Brasil

Cotistas

12

Patrimônio Líquido

R$ 102,19 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

Qualificado

Rentabilidade 12M

+12.11%

Índice de Sharpe 12M

-1.62

PL Médio 12M

R$ 98,42 mi

RCVM 175

13/06/2025

Composição da carteira

WESTERN ASSET PREV INFLATION LIMITED RENDA FIXA FIF RESP LIMITADA

  • Títulos Públicos99.25%R$ 100,46 mi
  • Cotas de Fundos0.69%R$ 699.209,00
  • Valores a pagar0.04%R$ 36.140,04
  • Valores a receber0.02%R$ 15.280,59
  • Disponibilidades0.01%R$ 11.432,76

Risco de Concentração

Concentração moderada

Índice HHI

0.2308

Top 10

+99.99%

Maior posição

+27.32%

Posições

11

DETALHESVALOR% CLASSE% FUNDO
Títulos Públicos
R$ 100,46 mi100%99.25%
Cotas de Fundos
R$ 699.209,00100%0.69%
Valores a pagar
R$ 36.140,04100%0.04%
Valores a receber
R$ 15.280,59100%0.02%
Disponibilidades
R$ 11.432,76100%0.01%
Evolução da Alocação
Evolução da Cota
Selecione o período para visualizar o desempenho do fundo

2842 dias de cotação

Rentabilidade histórica

AnoJanFevMarAbrMaiJunJulAgoSetOutNovDezNo anoAcumulado
2026Fundo1,20%1,22%1,39%1,31%0,00%-------5,21%222,95%
% CDI102,74%122,31%114,84%119,96%0,50%-------113,50%117,83%
2025Fundo1,89%0,66%0,55%1,74%0,63%0,45%0,29%1,19%0,66%1,00%1,07%0,95%11,64%206,95%
% CDI186,13%66,86%57,35%165,08%55,12%41,05%22,56%102,13%54,21%78,39%101,63%77,52%81,24%117,24%
2024Fundo0,68%0,59%0,76%-0,20%1,05%0,38%0,91%0,57%0,39%0,74%0,35%-0,28%6,09%174,95%
% CDI70,21%74,23%91,65%-22,65%125,78%48,55%100,48%65,70%46,43%79,34%43,99%-29,94%56,03%123,32%
2023Fundo1,38%1,40%1,50%0,89%0,62%1,08%0,94%0,62%0,17%-0,30%1,77%1,45%12,13%159,16%
% CDI122,82%152,00%127,90%97,08%55,59%100,48%87,59%54,61%17,42%-29,98%193,05%162,12%92,99%134,72%
2022Fundo0,14%1,05%2,54%1,54%0,77%0,34%-0,01%0,07%0,47%1,89%-0,37%0,94%9,71%131,13%
% CDI18,97%138,42%274,13%184,58%74,63%33,13%-1,17%5,75%43,40%184,85%-36,49%83,52%78,39%141,03%
2021Fundo0,11%-0,62%0,34%0,86%0,70%-0,16%-0,01%0,14%0,99%-1,24%2,49%0,79%4,42%110,67%
% CDI75,88%-460,66%167,46%411,57%259,07%-53,19%-3,66%31,83%224,17%-255,03%424,96%102,15%99,81%154,34%
2020Fundo0,57%0,64%-1,74%0,47%2,09%0,99%0,98%0,40%-0,13%0,20%1,32%1,79%7,80%101,76%
% CDI150,09%217,44%-514,27%164,96%886,61%468,42%505,79%251,45%-85,77%128,69%882,26%1.091,48%282,74%157,94%
2019Fundo1,52%0,53%0,77%1,09%1,40%1,71%0,98%0,04%1,73%1,66%-0,30%1,23%13,07%87,16%
% CDI280,79%107,44%164,92%210,25%257,93%363,92%173,30%7,80%373,02%347,29%-79,20%328,13%219,29%145,23%
2018Fundo1,31%0,54%1,64%0,43%-1,54%0,44%1,51%-0,22%0,86%3,10%0,18%1,36%9,96%65,53%
% CDI225,29%116,03%307,81%83,20%-296,99%84,57%278,03%-39,58%184,44%571,12%36,91%274,59%155,16%128,45%
2017Fundo1,22%1,56%1,42%0,64%0,11%0,57%2,87%1,26%1,01%0,48%0,12%0,90%12,83%50,53%
% CDI112,66%180,38%135,23%80,96%11,84%70,35%359,65%157,12%158,88%75,23%21,41%167,98%129,26%120,59%
2016Fundo2,72%1,52%0,87%1,45%0,87%1,03%1,19%1,17%1,44%0,51%0,41%1,41%15,60%33,42%
% CDI257,97%151,91%75,00%137,32%78,84%88,42%107,83%96,63%129,94%48,99%39,87%126,07%111,46%114,86%
2015Fundo1,86%1,18%1,10%0,49%1,63%0,92%1,72%-0,37%0,81%2,36%0,68%2,06%15,41%15,41%
% CDI200,33%144,48%106,43%51,76%165,54%86,21%146,04%-33,08%72,90%213,09%64,57%177,41%116,38%116,38%

Índices de Rentabilidade

No MêsNo Ano3 Meses6 Meses12 Meses24 Meses36 Meses48 Meses60 MesesTotal
Rentabilidade0,00%5,21%3,79%7,31%12,11%22,02%32,33%44,81%59,49%222,95%
VolatilidadeNaN%1,95%2,18%1,92%1,77%2,03%1,94%2,09%2,22%2,87%
Índice de SharpeNaN0,951,110,48-1,62-1,32-1,55-1,53-0,920,38

Consistência

FundoMeses PositivosMeses NegativosMaior RetornoMenor Retorno
Western Asset Prev Inflation Limited RF FIF Resp Limitada
122
89,05%
15
10,95%
3,10%-1,74%

Cotistas

Western Asset Prev Inflation Limited RF FIF Resp Limitada

Atual
12

Drawdown

Western Asset Prev Inflation Limited RF FIF Resp Limitada

Atual
0.00%

Patrimônio

Western Asset Prev Inflation Limited RF FIF Resp Limitada

Atual
R$ 102,19 mi

Volatilidade

Western Asset Prev Inflation Limited RF FIF Resp Limitada

Atual
1.59%