Elliot Foster

Bradesco Private Ima B Pgblvgbl FI Financeiro Cic RF Resp Limitada

Ativo
14.180.089/0001-20

Administrador: Banco Bradesco

Gestor: Banco Bradesco

Cotistas

1

Patrimônio Líquido

R$ 296,24 mi

Características da classe

Categoria CVM

FI

Categoria ANBIMA

Previdência RF Duração Alta Grau de Inv.

Benchmark

OUTROS

Primeira cota

02/01/2015

Composição do fundo

FIF

Tipo de Investidor

Profissional

Rentabilidade 12M

+11.48%

Índice de Sharpe 12M

-0.86

PL Médio 12M

R$ 304,47 mi

RCVM 175

17/06/2025

Composição da carteira

BRADESCO PRIVATE IMA-B PGBLVGBL FI FINANCEIRO - CIC RF - RESP LIMITADA

  • Cotas de Fundos99.65%R$ 289,26 mi
  • Valores a pagar0.18%R$ 520.699,31
  • Valores a receber0.17%R$ 494.308,39
  • Disponibilidades0.00%R$ 10.000,00

Risco de Concentração

Carteira concentrada

Índice HHI

0.9930

Top 10

+100.00%

Maior posição

+99.65%

Posições

4

DETALHESVALOR% CLASSE% FUNDO
Cotas de Fundos
R$ 289,26 mi100%99.65%
Valores a pagar
R$ 520.699,31100%0.18%
Valores a receber
R$ 494.308,39100%0.17%
Disponibilidades
R$ 10.000,00100%0.00%
Evolução da Alocação
Evolução da Cota
Selecione o período para visualizar o desempenho do fundo

2844 dias de cotação

Rentabilidade histórica

AnoJanFevMarAbrMaiJunJulAgoSetOutNovDezNo anoAcumulado
2026Fundo0,97%1,72%0,04%1,66%0,20%-------4,66%182,92%
% CDI83,30%172,84%3,29%151,96%124,37%-------99,04%96,51%
2025Fundo1,22%0,56%1,13%2,05%2,10%0,38%-0,23%0,77%0,32%0,84%2,01%0,14%11,87%170,32%
% CDI120,04%57,00%116,89%194,36%184,44%34,83%-17,87%65,99%26,39%66,02%191,04%11,78%82,84%96,49%
2024Fundo-0,64%0,55%0,09%-1,09%0,36%-0,30%1,19%0,99%-0,76%-1,14%-0,10%-2,67%-3,51%141,64%
% CDI-65,83%69,05%10,93%-122,60%43,80%-38,59%131,00%114,49%-91,30%-122,74%-12,32%-286,64%-32,30%99,84%
2023Fundo-0,14%1,62%2,36%2,06%2,24%1,49%1,21%0,45%-2,19%-0,12%2,34%2,67%14,77%150,44%
% CDI-12,66%176,14%201,32%223,96%199,81%138,83%112,94%39,15%-225,53%-12,45%254,94%298,50%113,31%127,34%
2022Fundo-0,91%0,49%3,04%0,82%0,34%-0,12%-1,23%1,26%0,94%1,04%-0,93%0,37%5,16%118,20%
% CDI-124,92%65,38%327,71%98,86%33,08%-11,41%-118,56%107,68%87,50%102,36%-91,48%32,95%41,67%127,13%
2021Fundo-1,55%-1,13%-1,70%1,22%0,70%0,23%0,11%-1,46%-0,35%-4,15%4,26%0,39%-3,60%107,49%
% CDI-1.034,45%-838,41%-843,23%587,22%259,85%73,48%29,65%-341,19%-79,99%-854,88%726,69%50,83%-81,28%149,91%
2020Fundo0,37%0,36%-6,72%1,51%1,16%1,70%4,50%-1,39%-2,54%0,84%1,68%4,81%5,91%115,23%
% CDI97,89%123,43%-1.984,61%530,63%489,97%799,29%2.314,15%-866,91%-1.617,34%536,16%1.123,37%2.925,82%214,43%178,84%
2019Fundo3,68%1,05%0,33%1,30%3,50%3,45%1,91%-1,44%3,59%3,25%-2,38%1,87%21,79%103,21%
% CDI678,10%212,51%70,59%249,97%644,35%735,61%336,41%-286,53%775,14%677,10%-626,34%498,62%365,68%171,97%
2018Fundo3,34%0,59%0,54%0,12%-3,56%-0,41%2,49%-0,78%0,21%6,85%0,76%1,66%12,10%66,85%
% CDI572,27%127,55%101,85%22,52%-687,67%-79,12%460,11%-137,82%45,23%1.261,72%154,22%335,73%188,36%131,03%
2017Fundo1,78%4,04%0,67%-0,51%-1,24%0,25%3,87%1,19%2,07%-0,47%-0,59%0,45%11,95%48,84%
% CDI164,13%467,42%63,62%-65,27%-133,60%30,32%486,00%148,68%323,84%-73,20%-104,11%82,99%120,37%116,56%
2016Fundo1,59%2,24%5,92%2,06%1,14%1,60%2,35%0,60%1,44%0,63%-1,22%2,87%23,24%32,96%
% CDI150,52%224,02%509,77%195,03%103,05%138,10%212,18%49,74%130,46%60,14%-117,33%256,19%166,03%113,30%
2015Fundo3,46%-1,42%0,61%3,80%2,24%-0,43%-1,05%-2,39%-2,48%3,23%1,15%1,16%7,88%7,88%
% CDI372,15%-172,95%58,48%401,01%228,03%-40,57%-89,49%-215,42%-223,64%291,67%108,58%100,10%59,55%59,55%

Índices de Rentabilidade

No MêsNo Ano3 Meses6 Meses12 Meses24 Meses36 Meses48 Meses60 MesesTotal
Rentabilidade0,20%4,66%4,02%6,67%11,48%14,26%21,56%31,58%37,20%182,92%
Volatilidade3,78%4,92%5,47%4,92%4,20%4,77%4,45%4,68%4,84%7,30%
Índice de Sharpe1,01-0,130,59-0,00-0,86-1,28-1,36-1,28-1,09-0,03

Consistência

FundoMeses PositivosMeses NegativosMaior RetornoMenor Retorno
Bradesco Private Ima B Pgblvgbl FI Financeiro Cic RF Resp Limitada
98
71,53%
39
28,47%
6,85%-6,72%

Cotistas

Bradesco Private Ima B Pgblvgbl FI Financeiro Cic RF Resp Limitada

Atual
1

Drawdown

Bradesco Private Ima B Pgblvgbl FI Financeiro Cic RF Resp Limitada

Atual
-0.39%

Patrimônio

Bradesco Private Ima B Pgblvgbl FI Financeiro Cic RF Resp Limitada

Atual
R$ 296,24 mi

Volatilidade

Bradesco Private Ima B Pgblvgbl FI Financeiro Cic RF Resp Limitada

Atual
3.76%