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BTG Pactual SICAV-Brazil Equity Plus I USD (acc)

Ranked 1033 out of 1068 in - Brazil over 12 months
All calculations are in BRL unless stated

Managed by

Jose Zitelmann

José Zitelmann works at BTG Pactual as the head of equity strategies. Mr. Zitelmann joined Pactual in 1998 and became a partner in 2004. After an initial year in Corporate Finance, he moved to Asset Management business unit, where he became Head of Latin America Proprietary Equity Desk. He was a member of the executive committee at UBS Pactual. Mr. Zitelmann received his bachelor’s degree in business management from Fundação Getulio Vargas (FGV-SP), a São Paulo Business School.

Objective

The investment objective of the Fund is to generate long-term returns from capital growth and income by investing primarily in a portfolio of investments in equity and equity-equivalent securities of companies which have their registered office in, and with an official listing on a major stock exchange or other Regulated Market in Brazil. It is expected that the Fund will generally maintain a total long exposure that may reach up to 130% of the Fund's net assets, and a total short exposure, through the use of financial derivative instruments, equivalent to up to 30% of the Fund's net assets.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Brazil over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.0%
2016 1.5% 4.3% 2.3% 2.7% -7.3%
2015 8.5% 9.9% 2.4% -2.6% -1.1%
2014 10.1% -1.9% 9.6% 0.4% 2.0%
2013 7.4% -2.0% -0.4% 7.1% 2.7%
2012 23.7% 8.8% -1.1% 6.3% 8.2%
2011 4.3% -2.9% -1.4% 0.6% 8.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Germany
  3. Italy
  4. Luxembourg
  5. Spain
  6. Sweden
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date29/10/2010
  • Share Class size06Mn
  • Base currencyUSD
  • ISIN LU0551796112

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).