Elliot Foster

Bwgi Vii FIF Mult Cred Priv Resp Limitada

Ativo
18.718.832/0001-03

Administrador: Intrag

Gestor: Bw Gestão de Investimentos

Cotistas

1

Patrimônio Líquido

R$ 82,94 mi

Características da classe

Categoria CVM

FI

Categoria ANBIMA

Multimercados Estrat. Específica

Benchmark

DI de um dia

Primeira cota

13/04/2015

Composição do fundo

FI

Tipo de Investidor

Profissional

Rentabilidade 12M

+3.98%

Índice de Sharpe 12M

-1.14

PL Médio 12M

R$ 51,61 mi

RCVM 175

17/11/2023

Composição da carteira

BWGI VII FIF MULT CRED PRIV - RESP LIMITADA

  • Cotas de Fundos99.96%R$ 84,81 mi
  • Valores a pagar0.03%R$ 27.434,76
  • Valores a receber0.01%R$ 9.552,55
  • Disponibilidades0.00%R$ 1.000,00

Risco de Concentração

Carteira concentrada

Índice HHI

0.9783

Top 10

+100.00%

Maior posição

+98.90%

Posições

7

DETALHESVALOR% CLASSE% FUNDO
Cotas de Fundos
R$ 84,81 mi100%99.96%
Valores a pagar
R$ 27.434,76100%0.03%
Valores a receber
R$ 9.552,55100%0.01%
Disponibilidades
R$ 1.000,00100%0.00%
Evolução da Alocação
Evolução da Cota
Selecione o período para visualizar o desempenho do fundo

2769 dias de cotação

Rentabilidade histórica

AnoJanFevMarAbrMaiJunJulAgoSetOutNovDezNo anoAcumulado
2026Fundo-1,83%-1,56%-1,44%-2,46%0,26%--------6,85%218,96%
% CDI-157,55%-156,30%-118,83%-225,67%163,66%--------145,66%121,18%
2025Fundo4,35%-4,83%-5,72%4,41%2,46%1,11%0,62%2,34%-0,54%2,22%1,20%2,04%9,50%242,43%
% CDI429,27%-490,61%-593,39%417,94%216,01%101,01%48,75%201,40%-44,30%173,97%114,41%167,55%66,31%144,24%
2024Fundo3,33%0,86%4,40%-0,12%-0,18%7,26%6,08%0,28%-0,95%2,88%1,95%-5,99%20,86%212,72%
% CDI344,93%107,80%528,70%-13,80%-22,15%920,30%669,81%31,89%-113,29%310,10%245,57%-643,57%191,81%158,18%
2023Fundo1,92%-0,62%3,40%0,52%0,67%-4,45%-0,33%4,25%-3,95%-1,49%4,15%1,72%5,47%158,75%
% CDI170,59%-67,26%289,19%56,88%59,32%-415,58%-31,04%373,98%-405,70%-149,27%453,15%192,71%41,97%142,40%
2022Fundo-2,65%-10,90%-11,93%0,28%-4,17%5,41%1,22%-1,91%0,21%-1,81%7,07%-1,00%-19,87%145,32%
% CDI-362,08%-1.443,67%-1.287,25%33,82%-403,49%532,61%118,30%-163,71%19,61%-177,30%693,04%-89,20%-160,39%166,87%
2021Fundo5,08%-1,01%3,08%-3,38%5,00%-3,89%12,80%3,02%2,47%-5,65%4,71%-0,64%22,19%206,17%
% CDI3.397,26%-752,56%1.529,94%-1.628,14%1.850,44%-1.264,37%3.599,72%705,98%559,12%-1.162,42%802,17%-83,48%501,61%310,21%
2020Fundo8,34%3,88%13,19%-20,91%1,97%1,26%-0,53%7,72%5,79%1,96%-4,88%4,58%19,60%150,57%
% CDI2.214,46%1.319,41%3.897,55%-7.340,03%836,61%595,50%-271,41%4.827,16%3.691,78%1.246,98%-3.263,93%2.784,14%710,80%253,44%
2019Fundo-4,85%2,13%7,10%2,13%0,25%-1,51%1,07%10,60%2,61%-1,55%5,63%-2,59%21,95%109,50%
% CDI-892,53%432,23%1.515,36%410,00%46,68%-321,05%189,18%2.113,18%562,84%-324,36%1.479,51%-692,45%368,36%198,62%
2018Fundo4,31%0,53%0,74%0,07%-0,92%3,20%-1,41%6,15%1,14%-6,12%4,05%-4,00%7,28%71,79%
% CDI738,51%113,40%139,65%13,48%-178,53%618,98%-260,13%1.084,24%242,51%-1.127,44%820,80%-809,74%113,36%154,70%
2017Fundo4,18%4,87%2,06%0,97%-1,53%1,03%3,52%1,21%2,72%0,18%-0,65%1,89%22,26%60,13%
% CDI385,12%564,19%196,50%123,76%-165,05%127,33%441,24%151,37%426,63%27,60%-113,92%352,17%224,26%160,04%
2016Fundo3,92%2,21%8,32%8,33%-0,90%5,00%2,30%-0,15%3,55%1,09%-1,98%4,24%41,70%30,98%
% CDI372,04%220,83%716,89%790,44%-81,48%430,57%207,66%-12,11%320,33%103,99%-191,31%378,23%297,85%123,17%
2015Fundo----0,60%4,36%-1,30%0,22%-6,24%-5,56%0,32%1,64%-0,23%-7,56%-7,56%
% CDI----98,02%443,66%-121,69%19,11%-563,63%-502,13%29,13%155,39%-20,08%-77,33%-77,33%

Índices de Rentabilidade

No MêsNo Ano3 Meses6 Meses12 Meses24 Meses36 Meses48 Meses60 MesesTotal
Rentabilidade0,26%-6,85%-3,88%-3,09%3,98%16,07%23,09%32,90%25,50%218,96%
Volatilidade14,77%8,04%8,62%8,33%9,39%13,07%13,34%14,35%16,00%16,35%
Índice de Sharpe0,69-4,00-3,80-2,62-1,14-0,41-0,39-0,37-0,460,08

Consistência

FundoMeses PositivosMeses NegativosMaior RetornoMenor Retorno
Bwgi Vii FIF Mult Cred Priv Resp Limitada
85
63,43%
49
36,57%
13,19%-20,91%

Cotistas

Bwgi Vii FIF Mult Cred Priv Resp Limitada

Atual
1

Drawdown

Bwgi Vii FIF Mult Cred Priv Resp Limitada

Atual
-8.68%

Patrimônio

Bwgi Vii FIF Mult Cred Priv Resp Limitada

Atual
R$ 82,94 mi

Volatilidade

Bwgi Vii FIF Mult Cred Priv Resp Limitada

Atual
8.13%