Elliot Foster

Apoena Macro Advanced FIF Cic Multimercado RL

Ativo
09.553.237/0001-74

Administrador: Bem Distribuidora de Titulos e Valores Mobiliarios

Gestor: Gavea Investimentos

Cotistas

1

Patrimônio Líquido

R$ 88,74 mi

Características da classe

Categoria CVM

FI

Categoria ANBIMA

Multimercados Invest. no Exterior

Benchmark

OUTROS

Primeira cota

02/01/2015

Composição do fundo

FIF

Tipo de Investidor

-

Rentabilidade 12M

+0.65%

Índice de Sharpe 12M

-1.70

PL Médio 12M

R$ 427,18 mi

RCVM 175

28/11/2024

Composição da carteira

APOENA MACRO ADVANCED FIF - CIC MULTIMERCADO - RESPONSABILIDADE LIMITADA

  • Cotas de Fundos99.94%R$ 713,64 mi
  • Valores a pagar0.06%R$ 406.388,75
  • Disponibilidades0.00%R$ 4.960,02
  • Valores a receber0.00%R$ 0,00

Risco de Concentração

Carteira concentrada

Índice HHI

0.9988

Top 10

+100.00%

Maior posição

+99.94%

Posições

5

DETALHESVALOR% CLASSE% FUNDO
Cotas de Fundos
R$ 713,64 mi100%99.94%
Valores a pagar
R$ 406.388,75100%0.06%
Disponibilidades
R$ 4.960,02100%0.00%
Valores a receber
R$ 0,00100%0.00%
Evolução da Alocação
Evolução da Cota
Selecione o período para visualizar o desempenho do fundo

2843 dias de cotação

Rentabilidade histórica

AnoJanFevMarAbrMaiJunJulAgoSetOutNovDezNo anoAcumulado
2026Fundo-0,77%3,03%-8,51%5,63%1,05%--------0,16%356,48%
% CDI-66,10%303,97%-702,05%516,59%982,53%--------3,39%188,24%
2025Fundo-0,33%-0,98%-4,59%0,59%-3,32%4,39%-5,71%3,21%0,69%0,18%-0,67%0,19%-6,62%357,20%
% CDI-32,55%-99,63%-476,44%55,59%-291,23%399,75%-447,95%275,35%56,63%14,15%-63,22%15,44%-46,25%202,36%
2024Fundo-2,02%-1,07%3,68%-6,25%-1,10%3,93%2,88%-0,94%3,99%0,42%1,29%3,42%7,98%389,63%
% CDI-208,52%-133,12%443,03%-704,14%-131,61%498,91%317,52%-108,81%477,50%45,46%162,67%366,69%73,37%274,64%
2023Fundo3,86%1,89%-1,81%-0,55%1,38%-1,28%1,54%-0,02%-3,38%-3,36%9,83%5,12%13,20%353,45%
% CDI343,73%205,99%-153,86%-59,51%122,72%-119,05%143,62%-1,86%-347,27%-336,55%1.073,23%572,68%101,27%299,17%
2022Fundo5,92%0,69%4,37%7,86%0,97%6,74%1,88%-0,05%0,21%1,10%1,89%1,29%37,75%300,56%
% CDI808,52%90,73%471,00%941,68%94,12%663,70%181,94%-4,15%19,55%107,65%184,84%114,60%304,68%323,25%
2021Fundo2,12%6,27%4,93%-0,32%0,86%1,66%-4,37%2,47%6,03%-3,63%-1,37%-0,40%14,49%190,78%
% CDI1.420,43%4.663,48%2.452,29%-153,55%316,87%540,49%-1.228,29%576,36%1.364,42%-746,50%-234,02%-52,19%327,47%266,06%
2020Fundo-0,93%3,99%4,31%0,86%1,86%0,93%2,73%1,80%-0,04%1,34%2,42%0,02%20,95%153,99%
% CDI-245,85%1.357,72%1.273,47%302,24%788,49%439,60%1.402,96%1.127,98%-22,77%856,54%1.619,86%12,24%759,54%239,00%
2019Fundo3,61%1,32%-2,06%1,71%0,77%0,52%3,27%-1,60%-2,83%-0,21%-0,51%4,01%8,01%110,00%
% CDI664,93%267,12%-439,92%329,75%142,00%111,58%576,52%-319,33%-609,57%-43,21%-135,05%1.069,07%134,32%183,28%
2018Fundo2,09%0,29%0,11%2,62%5,19%6,04%-0,75%3,22%-0,47%1,64%-3,20%-3,07%14,07%94,43%
% CDI358,50%61,44%19,83%506,06%1.002,79%1.166,57%-137,55%568,22%-100,59%301,30%-649,20%-622,81%219,06%185,10%
2017Fundo-1,53%-0,97%0,98%0,45%-1,43%1,58%-0,14%1,79%1,98%1,37%2,32%0,73%7,25%70,46%
% CDI-140,79%-112,18%93,07%57,76%-155,03%195,05%-17,25%223,25%309,73%212,60%408,43%134,90%73,00%168,13%
2016Fundo1,43%0,94%-3,11%2,19%0,69%1,19%0,77%6,17%1,02%4,16%3,45%2,18%22,91%58,94%
% CDI135,56%93,45%-267,79%207,41%62,75%102,64%69,24%508,21%92,15%397,38%332,97%194,03%163,62%202,60%
2015Fundo3,52%1,90%4,29%-2,81%4,53%-0,61%5,65%3,69%3,26%-0,18%2,33%0,76%29,32%29,32%
% CDI378,75%231,92%413,99%-296,53%460,41%-57,05%480,11%333,14%294,03%-16,01%220,71%65,07%221,46%221,46%

Índices de Rentabilidade

No MêsNo Ano3 Meses6 Meses12 Meses24 Meses36 Meses48 Meses60 MesesTotal
Rentabilidade1,05%-0,16%-0,43%-0,54%0,65%5,64%8,17%29,75%59,73%356,48%
Volatilidade0,01%0,46%0,33%1,09%8,36%10,73%11,26%10,91%11,05%8,98%
Índice de Sharpe20657,20-35,03-45,43-14,60-1,70-0,98-0,93-0,56-0,190,51

Consistência

FundoMeses PositivosMeses NegativosMaior RetornoMenor Retorno
Apoena Macro Advanced FIF Cic Multimercado RL
93
67,88%
44
32,12%
9,83%-8,51%

Cotistas

Apoena Macro Advanced FIF Cic Multimercado RL

Atual
1

Drawdown

Apoena Macro Advanced FIF Cic Multimercado RL

Atual
-8.53%

Patrimônio

Apoena Macro Advanced FIF Cic Multimercado RL

Atual
R$ 88,74 mi

Volatilidade

Apoena Macro Advanced FIF Cic Multimercado RL

Atual
15.00%