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Fixed Income Rising, Stocks Falling: Investors’ Favorite Assets – Investimentos – Estadão E-Investidor – Major Financial Market News

  • Even the appearance of Ibovespa in July was not enough to prevent investors from migrating their portfolios to fixed income.
  • The fixed income portion was 37.89% in July. In the previous month this share was 36.92%
  • Multi-market funds still represent the largest share of investors’ portfolios, but this volume is decreasing: from 39.87% in June, it fell to 38.78% in July

a Ibovespa It managed to weather a “perfect storm” in July to start a positive performance of 4.69%. to remember. However, the rise was not enough to prevent investors from migrating their portfolios to fixed income – Movement that has already been observed in Latest Surveys Made by Smartbrain Big Data.

The research is based on the company’s platform, which processes more than 340,000 investment statements daily, with a total of more than R$250 billion in assets analyzed.

The survey shows that the share of portfolios allocated to fixed income in July was 37.89% and is still receiving new contributions. In June, this share was 36.92%. Met Best Fixed Income Investments With Selic at 13.75% per year.

You are hedge funds It still represents the largest share of investors’ portfolio, but this volume has decreased: from 39.87% in June, they moved to 38.78% in July. A decrease in allocation was also observed in Procedures And equity funds that recorded in July the lowest percentage of the year in the distribution of investment portfolios. investment With a share of 12%.

The composition of the portfolios also includes pension assets (6.3%), real estate (1.6%) and other (3.4%).

See multi-market favorites in July:

higher fund name Manager name Month rent (%) Year rental (%) 12 month rental (%) Lease 24 months (%)
1 Access BTGP SPX NIMITZ FI MULT SPX -1.17 20.05 29.04 38.87 46.85
two AZ QUEST MISTRAL FC FI MULT CRED PRIV AZ QUEST ASSET MANAGEMENT LTDA 1.03 7.03 10.42 17.7 17.69
3 IBIUNA HEDGE ST ADVISORY FC DE FI MULT IBIUNA MACRO GESTAO DE RECURSOS LTDA. -2.05 11.36 20.34 24.91 49.26
4 ARTISANAL FC FI MULTI-MARKET MARKET Artisan Investment Company LTDA 1.08 6.46 9.44 13.45 22.9
5 IBIUNA CREDIT FC FI MULT CRED PRIV IBIUNA MACRO GESTAO DE RECURSOS LTDA. 1.11 6.47 10.52 18.19 no thing
6 Solis Kabi Private Credit Card Holder FIC FI MULT LP Solis Investments 1.2 7.97 12.17 16.93 no thing
7 EMPIRICA LOTUS FIC FI MULT CRED PRIV Emperica Invest Resource Management 1.17 7.81 11.89 16.84 23.99
8 ABSOLUTE VERTEX ADV FC FI MULT absolute -0.42 13.49 18.46 24.95 33.86
9 LEGACY CAPITAL FIC FI MULTIPLE ACCESS BTG Agreement -0.26 18.06 22.47 27.2 41.04
10 ARX ​​MACRO FC FI MULTI ARX ​​INVESTIMENTOS LTDA 0.4 4.24 7.63 21.73 35

*Source: Big Data Smartbrain.

Preferred fixed income funds in July:

higher background Management Month rent (%) Year rental (%) 12 month rental (%) Lease 24 months (%)
1 TREND DI SIMPLE FI RF XP Asset Management 1.04 6.62 9.63 12.28
two BTG PAC DIGITAL TES SELIC SIMPLE FI RF BTG Agreement 1.04 6.57 9.57 11.51 16.18
3 SAFE HARBOR FI RF REFER DI CRED PRIV Porto Seguro Investments Ltd. 1.08 6.94 10.48 16.69 18.48
4 BTG PACTUAL YIELD DI FI REF CRED PRIV BTG Agreement 1.1 6.88 10.03 13.52 11.77
5 SPX SEAHAWK FIC FI RF CRED PRIV LP ACCES SPX 1.11 7.35 11.03 18.5
6 Orama DI-FI RF Simple LP ORAMA DTVM SA 1.01 6.6 9.68 12.17 16.88
7 XP REF FI RF REF DI CRED PRIV XP Asset Management 1.07 6.95 10.27 13.67 17.21
8 AZ QUEST LUCE ADV FC FI RF CRED PRIV LP AZ QUEST ASSET MANAGEMENT LTDA 1.09 7.09 10.62 16.6
9 Fixed Income BEM FI Simple TPF Bradesco 1.04 6.51 9.49 11.86 16.46
10 TREND INB FC FI RF Simple XP Asset Management 1.04 6.61 9.62

*Source: Big Data Smartbrain

Favorite Stocks in July:

As in the previous month, VALE3 was the stock of choice by investors in July, but it continued with negative profitability in the period. The biggest rise of the month comes among the top ten stocks that Smartbrain raised from PETR4, which in late July announced a “super dividend” that lured investors to the asset; to remember.

higher a job Month rent (%) Year rental (%) 12 month rental (%) Lease 24 months (%)
1 VALE3 -8.89 -7.08 -26.48 45.65 81.5
two PETR4 22.27 45.85 82.43 128.55 99.27
3 ITSA4 3.48 -1.12 -15.15 -9.09 -16.92
4 BBDC4 1.43 1.28 -18.48 1.14 -23.76
5 BOVA11 4.53 -1.38 -15.11 0.04 1.38
6 WEGE3 6.55 -13.75 -19.88 -14.3 144.58
7 ITUB4 4.26 13.28 -3.5 10.89 -9.33
8 BBSE3 11.67 45.23 44.49 16.59 12.1
9 TRPL4 -0.78 -6.25 -0.19 20.31 20.71
10 EGIE3 7.31 19.55 24.43 7.46 6.09

*Source: Big Data Smartbrain

Preferred real estate funds in July:

higher REIF REIF ribbon Month rent (%) Year rental (%) 12 month rental (%) Lease 24 months (%)
1 KNIP11 KINEA PRICE INDICES FDO INV IMOB – FII Kenya -2.08 2.52 4.28 16.66 14.81
two IRDM11 FII Receivables Iridium Real Estate iridium management 1.83 2.16 -0.51 19.86 26.9
3 REC11 FDO INV IMOB – FII RECEIVAIS IMOBILIARIO Real Estate Capital – REC -1.98 6.48 5.49 no thing no thing
4 RZTR11 FUND DE INVESTIMENTO IMOBILIÁRIO RIZA TERRAX Osoul Al-Razza 1.91 9.04 21.03 no thing no thing
5 RBRF11 FDO INV IMOB RBR ALPHA FUNDOS DE FUNDOS RBR . management 2.46 -7.86 -7 -18.56 -16.09
6 HFOF11 Hedge TOP FOFII 3 FDO INV IMOB hedge investments 0.86 -9.75 -18.41 -29.67 -18.12
7 VRTA11 VERITA FDO INV IMOB – FII . worker Worker -1.14 -1.1 -3.17 6.62 -16.25
8 HGLG11 CSHG LOGÍSTICA FDO INV IMOB – FII CSHG – Credit Suisse 4.67 5.4 10.02 11.09 32.04
9 CPTS11 Capitania Securities II FDO INV IMOB – FII captain -2.07 -0.62 0.68 16 no thing
10 KNHY11 KINEA HIGH YIELD CRI FDO INV IMOB – FII Kenya -4.38 -1.58 5.58 16.98 6.91

*Source: Big Data Smartbrain

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