Elliot Foster

Bb Multimercado Schroder IE FIF Resp Limitada

Ativo
17.431.816/0001-72

Administrador: Bb

Gestor: Bb

Cotistas

65

Patrimônio Líquido

R$ 332,27 mi

Características da classe

Categoria CVM

FI

Categoria ANBIMA

Multimercados Invest. no Exterior

Benchmark

OUTROS

Primeira cota

02/01/2015

Composição do fundo

FI

Tipo de Investidor

Qualificado

Rentabilidade 12M

+5.98%

Índice de Sharpe 12M

-0.51

PL Médio 12M

R$ 400,46 mi

RCVM 175

24/06/2025

Composição da carteira

BB MULTIMERCADO SCHRODER INVESTIMENTO NO EXTERIOR FUNDO DE INVESTIMENTO FINANCEIRO RESP LIMITADA

  • Investimento no Exterior33.51%R$ 284,04 mi
  • Valores a pagar32.85%R$ 278,47 mi
  • Valores a receber32.82%R$ 278,24 mi
  • Operações Compromissadas0.51%R$ 4,32 mi
  • Disponibilidades0.31%R$ 2,63 mi

Risco de Concentração

Carteira concentrada

Índice HHI

0.3278

Top 10

+100.00%

Maior posição

+33.51%

Posições

13

DETALHESVALOR% CLASSE% FUNDO
Investimento no Exterior
R$ 284,04 mi100%33.51%
Valores a pagar
R$ 278,47 mi100%32.85%
Valores a receber
R$ 278,24 mi100%32.82%
Operações Compromissadas
R$ 4,32 mi100%0.51%
Disponibilidades
R$ 2,63 mi100%0.31%
Evolução da Alocação
Evolução da Cota
Selecione o período para visualizar o desempenho do fundo

2843 dias de cotação

Rentabilidade histórica

AnoJanFevMarAbrMaiJunJulAgoSetOutNovDezNo anoAcumulado
2026Fundo-2,82%-2,72%-8,04%6,79%-0,95%--------8,05%488,22%
% CDI-242,63%-272,53%-663,51%622,98%-889,25%--------173,03%257,81%
2025Fundo-0,74%-1,94%-8,27%1,28%9,16%0,14%5,43%-2,87%0,59%3,22%-0,68%4,14%8,71%539,69%
% CDI-73,16%-196,72%-857,94%121,57%804,03%13,00%425,70%-246,37%48,21%252,50%-64,24%339,10%60,83%305,75%
2024Fundo4,59%3,77%4,27%0,37%4,57%10,44%-0,25%2,83%-2,72%5,89%7,77%1,87%52,17%488,42%
% CDI474,83%470,84%513,24%42,04%549,40%1.324,05%-27,70%326,47%-325,43%634,95%980,12%200,54%479,72%344,27%
2023Fundo1,10%1,36%-1,97%-0,21%2,65%-0,99%1,89%2,79%-1,95%-2,43%5,93%2,53%10,85%286,67%
% CDI97,71%148,59%-167,81%-22,78%235,57%-92,32%175,87%245,01%-200,79%-243,53%647,39%282,55%83,24%242,65%
2022Fundo-9,82%-5,51%-4,97%-3,12%-4,07%0,42%4,78%-2,41%-5,78%1,71%6,71%-0,13%-21,08%248,81%
% CDI-1.341,48%-730,10%-535,63%-373,96%-393,20%41,67%461,88%-206,37%-538,91%167,79%657,35%-11,86%-170,10%267,60%
2021Fundo5,28%5,33%3,69%1,48%-1,60%-3,35%5,07%1,70%2,94%6,26%-1,47%2,39%30,87%341,96%
% CDI3.534,55%3.961,59%1.837,25%712,28%-590,51%-1.086,85%1.425,13%396,29%666,19%1.287,18%-250,20%310,98%697,93%476,91%
2020Fundo6,08%-4,80%3,96%16,34%3,09%3,12%3,87%11,92%-0,67%1,46%2,31%0,24%55,99%237,70%
% CDI1.613,27%-1.634,20%1.169,72%5.733,22%1.309,09%1.469,43%1.991,70%7.455,92%-424,98%928,99%1.542,96%144,78%2.030,18%368,93%
2019Fundo0,93%7,00%5,71%3,18%-6,16%3,69%1,33%4,34%0,89%-0,59%8,97%-1,84%30,01%116,49%
% CDI172,09%1.418,20%1.218,13%613,54%-1.133,52%787,72%234,38%864,77%191,17%-122,06%2.357,98%-491,93%503,61%194,10%
2018Fundo3,01%-1,73%-2,38%7,53%8,44%1,61%-0,91%9,27%-0,49%-14,96%6,57%-7,05%6,26%66,51%
% CDI515,78%-372,37%-447,15%1.454,28%1.631,59%310,38%-168,56%1.635,91%-104,84%-2.755,22%1.331,30%-1.429,43%97,43%130,37%
2017Fundo-0,65%-0,70%5,12%4,18%4,23%2,32%-3,65%1,65%3,20%5,77%1,43%2,20%27,71%56,71%
% CDI-59,55%-81,16%487,01%532,34%456,74%287,55%-457,67%206,08%502,12%897,72%252,58%409,61%279,17%135,33%
2016Fundo-7,74%-1,66%-4,71%-1,98%6,18%-14,59%5,71%1,23%-0,56%-2,87%7,03%-2,91%-17,45%22,71%
% CDI-733,26%-165,90%-405,60%-187,35%558,26%-1.256,96%515,19%101,37%-50,89%-274,25%677,69%-259,26%-124,67%78,06%
2015Fundo-2,66%14,63%10,55%-5,36%6,70%-4,62%12,71%-1,89%5,71%5,63%0,70%0,60%48,65%48,65%
% CDI-285,79%1.787,58%1.018,43%-565,07%681,51%-433,20%1.079,68%-170,26%515,96%508,49%66,00%51,84%367,49%367,49%

Índices de Rentabilidade

No MêsNo Ano3 Meses6 Meses12 Meses24 Meses36 Meses48 Meses60 MesesTotal
Rentabilidade-0,95%-8,05%-2,85%-3,32%5,98%35,12%71,18%66,66%51,91%488,22%
Volatilidade19,90%16,70%18,66%16,51%15,09%18,74%17,25%18,99%18,75%19,38%
Índice de Sharpe-4,24-2,06-1,82-1,37-0,510,180,380,09-0,180,37

Consistência

FundoMeses PositivosMeses NegativosMaior RetornoMenor Retorno
Bb Multimercado Schroder IE FIF Resp Limitada
84
61,31%
53
38,69%
16,34%-14,96%

Cotistas

Bb Multimercado Schroder IE FIF Resp Limitada

Atual
65

Drawdown

Bb Multimercado Schroder IE FIF Resp Limitada

Atual
-9.23%

Patrimônio

Bb Multimercado Schroder IE FIF Resp Limitada

Atual
R$ 332,27 mi

Volatilidade

Bb Multimercado Schroder IE FIF Resp Limitada

Atual
19.59%