Invest - ASA Investments

Returns ASA Alpha High Grade

Quote data as of close: 05/30/2023

Fund % DI % CDI+

1 DAY -0,88% -1,24% 0,36%

This Month 10,74% 4,34% 6,13%

This Year 4,45% -0,70% 5,18%

12 months 0,55% -1,86% 2,46%

24 months

36 months

48 months

60 months

Since Inception -13,49% -14,06% 0,67%

Objective

ASA Alpha High Grade focused to generate capital gains and outperform the CDI in the long term by investing in low-risk corporate bonds in the local market. The asset selection process involves a joint assessment of the macro and microeconomic environments and a thorough process of monitoring and rotating positions.

Portfolio Manager

Fabiano Zimmermann

Portfolio Manager | ASA Alpha

Fabiano Zimmermann holds a degree in Electrical Engineering and a MBA in Business Management from Federal University of Juiz de Fora - MG, as well as a Master's degree in Economics from Fundação Getúlio Vargas. During his 17 years in the market, he was Trader, Portfolio Manager and Chief Investment Officer at CAIXA DTVM. He was also Head of Fixed Income, Equities and Hedge Funds at BV Asset. Now, at ASA Investments, he is responsible for the Management of ASA Alpha.

Unique Features

The ASA Alpha High Grade has differentials, some of which are listed below. Be part of the fund managed with the ASA experience.

The asset selection process considers top-down and bottom-up factors.

Portfolio focused on wealth protection with exclusive performance in low-risk corportate bonds.

A portfolio management team dedicated to the product supported by a high-quality macroeconomic team.

Legal

Download the documentation referring to the ASA Alpha High Grade.

ASA Alpha High Grade