Elliot Foster

Bourbon Hedge FIF Multimercado

Ativo
18.060.403/0001-91

Administrador: Btg Pactual S/A

Gestor: Btg Pactual Gestão e Consultoria de Investimentos

Cotistas

1

Patrimônio Líquido

R$ 27,63 mi

Características da classe

Categoria CVM

FI

Categoria ANBIMA

Multimercados Invest. no Exterior

Benchmark

Não se aplica

Primeira cota

02/01/2015

Composição do fundo

FI

Tipo de Investidor

Profissional

Rentabilidade 12M

+15.39%

Índice de Sharpe 12M

0.38

PL Médio 12M

R$ 27,15 mi

RCVM 175

16/04/2025

Composição da carteira

BOURBON HEDGE FUNDO DE INVESTIMENTO FINANCEIRO MULTIMERCADO

  • Cotas de Fundos99.95%R$ 27,56 mi
  • Valores a pagar0.05%R$ 13.525,04

Risco de Concentração

Carteira concentrada

Índice HHI

0.9990

Top 10

+100.00%

Maior posição

+99.95%

Posições

2

DETALHESVALOR% CLASSE% FUNDO
Cotas de Fundos
R$ 27,56 mi100%99.95%
Valores a pagar
R$ 13.525,04100%0.05%
Evolução da Alocação
Evolução da Cota
Selecione o período para visualizar o desempenho do fundo

2819 dias de cotação

Rentabilidade histórica

AnoJanFevMarAbrMaiJunJulAgoSetOutNovDezNo anoAcumulado
2026Fundo1,14%0,97%1,20%1,06%0,16%-------4,59%359,46%
% CDI97,60%97,26%98,60%96,79%97,14%-------97,54%189,66%
2025Fundo-0,87%1,03%-0,51%1,10%-0,25%2,04%-0,48%3,05%1,72%2,05%1,01%1,15%11,53%339,30%
% CDI-85,78%104,76%-52,59%103,98%-21,71%186,23%-37,29%261,68%140,72%160,93%95,58%93,94%80,49%192,22%
2024Fundo0,05%0,25%1,42%-1,14%-0,41%1,70%2,68%1,62%2,15%1,99%2,38%2,71%16,43%293,89%
% CDI4,72%31,31%171,30%-128,35%-49,30%215,22%295,98%186,42%257,01%214,59%300,55%290,76%151,08%207,15%
2023Fundo2,85%-0,10%-2,21%0,12%-2,45%-6,91%-3,48%1,88%0,25%-0,18%-1,72%2,13%-9,77%238,30%
% CDI253,56%-11,06%-187,77%12,62%-217,73%-644,85%-324,27%165,64%25,82%-18,54%-187,82%238,40%-74,91%201,71%
2022Fundo4,23%5,72%14,84%6,84%1,90%3,99%-3,81%3,27%10,48%-3,27%-12,18%-0,97%32,24%274,92%
% CDI577,03%757,34%1.600,25%819,55%183,30%392,94%-368,21%279,92%977,17%-320,11%-1.193,66%-86,49%260,19%295,68%
2021Fundo-1,19%11,78%5,78%-0,27%-1,54%0,45%-7,05%0,27%7,67%3,57%-0,54%3,42%23,20%183,52%
% CDI-794,73%8.760,25%2.874,90%-131,04%-568,22%145,16%-1.982,66%62,39%1.736,15%735,14%-92,41%444,31%524,52%255,94%
2020Fundo0,10%1,98%0,08%2,09%-1,89%2,21%1,78%2,85%-0,32%2,92%-2,80%4,32%13,89%130,12%
% CDI25,95%674,40%24,37%733,95%-801,05%1.039,92%915,26%1.785,05%-203,51%1.861,40%-1.875,23%2.624,99%503,75%201,96%
2019Fundo1,43%0,20%0,96%-0,25%2,40%2,32%0,87%2,36%-0,95%1,10%-1,40%1,00%10,41%102,05%
% CDI263,20%40,03%204,52%-48,63%442,31%494,33%153,46%470,57%-203,96%229,40%-369,02%265,65%174,69%170,04%
2018Fundo5,88%0,21%0,48%1,87%-1,06%3,37%-1,35%2,35%1,31%0,45%-4,40%-5,21%3,43%83,00%
% CDI1.008,70%44,54%90,20%360,83%-204,13%651,90%-249,00%413,70%279,63%82,89%-891,29%-1.055,46%53,36%162,69%
2017Fundo-5,26%2,32%-0,51%0,40%1,36%4,14%0,33%3,22%-0,48%1,18%1,72%20,46%76,94%
% CDI-609,36%221,28%-65,27%43,49%167,75%519,39%41,19%505,52%-75,26%207,19%320,14%206,10%183,60%
2016Fundo3,10%1,60%-1,52%3,96%1,67%-0,63%1,15%2,42%2,15%2,96%2,00%2,49%23,40%46,89%
% CDI294,09%159,45%-130,71%375,43%150,69%-54,41%103,41%199,15%194,22%282,19%193,30%222,16%167,18%161,18%
2015Fundo1,48%1,70%2,70%-0,24%1,70%0,95%3,24%0,33%0,86%0,64%1,99%2,25%19,03%19,03%
% CDI159,22%207,20%260,34%-25,31%172,34%89,56%275,20%30,02%77,98%57,78%188,59%194,11%143,75%143,75%

Índices de Rentabilidade

No MêsNo Ano3 Meses6 Meses12 Meses24 Meses36 Meses48 Meses60 MesesTotal
Rentabilidade0,16%4,59%3,14%6,63%15,39%34,99%21,82%19,85%71,37%359,46%
Volatilidade0,02%0,02%0,02%0,04%3,16%5,05%6,77%10,96%13,76%11,39%
Índice de Sharpe-18,39-15,87-17,58-11,490,380,61-0,89-0,76-0,030,42

Consistência

FundoMeses PositivosMeses NegativosMaior RetornoMenor Retorno
Bourbon Hedge FIF Multimercado
99
72,79%
37
27,21%
14,84%-12,18%

Cotistas

Bourbon Hedge FIF Multimercado

Atual
1

Drawdown

Bourbon Hedge FIF Multimercado

Atual
0.00%

Patrimônio

Bourbon Hedge FIF Multimercado

Atual
R$ 27,63 mi

Volatilidade

Bourbon Hedge FIF Multimercado

Atual
0.02%