Criada em 2015, a SulAmérica Investimentos Gestora de Recursos S/A é a empresa de gestão de recursos pertencente a SulAmérica Seguros S/A com o objetivo de gerir ativos administrados pela SulAmérica Investimentos DTVM S/A. Devidamente registrada na CVM, utiliza modelos proprietários, softwares de apoio, informações e cotações e conta com estrutura especializada e dedicada de: (i) Mesa de Operações: responsável por buscar os melhores investimentos com análises qualitativa e quantitativa dos principais fatores que afetam os diversos ativos financeiros, avaliação dos riscos e retornos(ii) Pesquisa Econômica: responsável pelas análises econômicas, pelo acompanhamento dos principais indicadores de atividade e de inflação e pela construção de cenários(iii) Análise de Empresas: responsável pela análise fundamentalista de empresas e setores e identificação de oportunidades de investimento em ações que estejam negociadas com desconto frente aos seus valores intrínsecos(iv) Análise de Crédito: responsável pelas análises de crédito das instituições financeiras e empresas não financeiras emissoras de instrumentos de dívida e pela recomendação dos limites máximos individuais de crédito e(v) Controle de Risco: responsável pelo controle de risco por meio de ferramentas que possibilitam a precificação dos ativos financeiros, o controle de enquadramento, o cálculo de VaR e a simulação de cenários de estresse.
Jan | Fev | Mar | Abr | Mai | Jun | Jul | Ago | Set | Out | Nov | Dez | Ano | Acumulado | ||
2016 | Fundo CDI | 2.4% 1.0% 1.3% | 1.5% 1.0% 0.5% | 0.3% 1.1% -0.8% | 1.5% 1.0% 0.5% | 0.8% 1.1% -0.3% | 1.5% 1.1% 0.4% | 8.5% 14.0% -5.5% | 345% 288% 57.7% | ||||||
2015 | Fundo CDI | 2.1% 0.9% 1.2% | 0.8% 0.8% 0.0% | 0.6% 1.0% -0.4% | 0.9% 0.9% 0.0% | 1.8% 0.9% 0.8% | 0.6% 1.0% -0.4% | 1.3% 1.1% 0.1% | -0.7% 1.1% -1.8% | 0.5% 1.1% -0.5% | 2.6% 1.1% 1.5% | 0.9% 1.0% -0.1% | 1.8% 1.1% 0.7% | 14.5% 13.2% 1.3% | 311% 240% 70.6% |
2014 | Fundo CDI | -2.6% 0.8% -3.4% | 5.2% 0.7% 4.4% | 0.1% 0.7% -0.6% | 2.0% 0.8% 1.2% | 3.9% 0.8% 3.0% | 0.4% 0.8% -0.3% | 1.0% 0.9% 0.1% | 4.0% 0.8% 3.1% | -4.0% 0.9% -4.9% | 2.4% 0.9% 1.5% | 2.8% 0.8% 1.9% | -1.9% 0.9% -2.9% | 13.9% 10.8% 3.0% | 259% 200% 58.1% |
2013 | Fundo CDI | 0.8% 0.5% 0.2% | -1.2% 0.4% -1.6% | -0.8% 0.5% -1.3% | 0.1% 0.6% -0.4% | -2.0% 0.5% -2.6% | -4.1% 0.5% -4.7% | -0.6% 0.7% -1.3% | -1.8% 0.6% -2.5% | 0.7% 0.7% 0.0% | 1.2% 0.8% 0.4% | -3.4% 0.7% -4.1% | 0.5% 0.7% -0.2% | -10.2% 8.1% -18.2% | 215% 171% 43.8% |
2012 | Fundo CDI | 1.6% 0.8% 0.7% | 1.6% 0.7% 0.9% | 2.0% 0.8% 1.2% | 4.0% 0.7% 3.3% | 2.5% 0.7% 1.8% | -1.1% 0.6% -1.7% | 3.1% 0.6% 2.5% | 1.6% 0.6% 0.9% | 1.2% 0.5% 0.6% | 3.0% 0.6% 2.4% | 0.4% 0.5% -0.1% | 1.8% 0.5% 1.2% | 24.6% 8.4% 16.2% | 251% 151% 99.7% |
2011 | Fundo CDI | 0.5% 0.8% -0.3% | 0.8% 0.8% 0.0% | 1.2% 0.9% 0.3% | 0.7% 0.8% 0.0% | 1.2% 0.9% 0.2% | 0.4% 0.9% -0.4% | 0.7% 0.9% -0.1% | 3.0% 1.0% 2.0% | 1.0% 0.9% 0.1% | 1.1% 0.8% 0.2% | 1.3% 0.8% 0.5% | 0.5% 0.9% -0.3% | 13.8% 11.6% 2.2% | 182% 131% 50.1% |
2010 | Fundo CDI | 1.0% 0.6% 0.3% | 1.9% 0.5% 1.3% | 1.9% 0.7% 1.2% | 1.1% 0.6% 0.4% | -0.3% 0.7% -1.1% | 1.4% 0.7% 0.6% | 1.2% 0.8% 0.3% | 2.3% 0.8% 1.4% | 1.1% 0.8% 0.2% | 1.6% 0.8% 0.8% | 1.4% 0.8% 0.6% | 2.0% 0.9% 1.1% | 18.5% 9.7% 8.8% | 147% 107% 40.0% |
2009 | Fundo CDI | 2.8% 1.0% 1.7% | 1.0% 0.8% 0.1% | 1.2% 0.9% 0.2% | 0.0% 0.8% -0.7% | 2.9% 0.7% 2.1% | 1.0% 0.7% 0.2% | 0.9% 0.7% 0.1% | 1.6% 0.6% 0.9% | 1.5% 0.6% 0.8% | 0.0% 0.6% -0.7% | 0.8% 0.6% 0.1% | 0.4% 0.7% -0.2% | 15.4% 9.9% 5.5% | 109% 88.9% 19.7% |
2008 | Fundo CDI | 1.4% 0.9% 0.4% | 1.7% 0.8% 0.9% | -1.0% 0.8% -1.9% | 1.1% 0.9% 0.2% | 2.3% 0.8% 1.4% | 1.0% 0.9% 0.1% | 1.0% 1.0% 0.0% | 0.1% 1.0% -0.8% | -1.2% 1.1% -2.3% | -1.9% 1.1% -3.1% | 2.2% 1.0% 1.2% | 4.2% 1.1% 3.1% | 11.5% 12.4% -0.9% | 80.9% 71.9% 9.0% |
2007 | Fundo CDI | 1.3% 1.0% 0.2% | 1.3% 0.8% 0.4% | 1.8% 1.0% 0.7% | 4.1% 0.9% 3.1% | 2.6% 1.0% 1.6% | 0.8% 0.9% 0.0% | -0.2% 0.9% -1.2% | -0.7% 0.9% -1.7% | 2.2% 0.8% 1.4% | 0.4% 0.9% -0.4% | -0.1% 0.8% -0.9% | 1.1% 0.8% 0.3% | 15.9% 11.8% 4.1% | 62.2% 53.0% 9.2% |
2006 | Fundo CDI | 2.4% 1.4% 1.0% | 3.9% 1.1% 2.8% | 0.4% 1.4% -0.9% | 0.6% 1.0% -0.4% | -1.0% 1.2% -2.2% | 1.4% 1.1% 0.2% | 2.4% 1.1% 1.3% | 1.3% 1.2% 0.0% | 1.0% 1.0% 0.0% | 2.1% 1.0% 1.0% | 1.7% 1.0% 0.7% | 2.2% 0.9% 1.2% | 20.6% 15.0% 5.6% | 39.9% 36.8% 3.1% |
2005 | Fundo CDI | 1.3% 1.3% 0.0% | 1.2% 1.2% 0.0% | 1.5% 1.5% 0.0% | 1.4% 1.4% 0.0% | 1.4% 1.5% 0.0% | 1.5% 1.5% 0.0% | 1.3% 1.5% -0.1% | 0.9% 1.6% -0.7% | 0.7% 1.5% -0.7% | 1.0% 1.4% -0.3% | 0.9% 1.3% -0.4% | 1.4% 1.4% 0.0% | 16.0% 18.9% -2.8% | 16.0% 18.9% -2.8% |
Dados Cadastrais |
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Nome Fantasia: | Gestor:SUL AMÉRICA INVESTIMENTOS GESTORA DE RECURSOS S.A. | ||
CNPJ:01284482000111 | Classe:Fundo de Renda Fixa | Patrimônio Líquido:$0.00 | Classe de Risco: |
Administrador:KIRTON BANK S.A. - BANCO MÚLTIPLO | Auditor:KPMG AUDITORES INDEPENDENTES | ||
Sobre o Administrador: |
Data | Arquivo |
6/23/2016 | Regulamento do Fundo |
1/4/2016 | Regulamento do Fundo |
9/30/2015 | Demonstrações Contábeis |
5/5/2015 | Regulamento do Fundo |
1/2/2015 | Regulamento do Fundo |
11/18/2014 | Regulamento do Fundo |
9/30/2014 | Demonstrações Contábeis |
2/14/2014 | Regulamento do Fundo |