ASA Alpha Nominal Rates

ícone - Moderate Moderate risk
Open for new investments

Portfolio Manager

Fotografia de Fabiano Zimmermann

Fabiano Zimmermann

Head | Fixed Income

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. At ASA, he is responsible for the fixed income funds.

Fund's Objective

ASA Alpha Nominal Rates is a fixed-income fund with the long-term objective of outperforming the IRF-M (Brazilian fixed-income bond index), an index made up of fixed-rate government bonds. The fund exploits opportunities arising from economic fundamentals, with strategies focused on nominal interest rates and through an active management process.

Performance History

  • Fund
  • IRF-M

Performance ASA Alpha Nominal Rates

Reference Date: 12/17/2024

  Fund IRF-M Acima IRF-M
Day 0,00% 0,04% -0,03%
Month -2,77% -1,27% -1,49%
Year -0,53% 2,26% -2,79%
12 Months -0,22% 2,86% -3,08%
24 Months -5,42% 21,29% -26,71%
36 Months - - -
48 Months - - -
60 Months - - -
Since Inception 2,01% 28,26% -26,24%

Differentials

O ASA Alpha Nominal Rates has differentiators, some of them listed below.
Be part of the fund managed with ASA's expertise.

  • Support of a highly qualified macroeconomic research team, composed of experienced and renowned professionals.

  • A team of managers with extensive market experience, with exclusive dedication to the management of asa alpha family funds.

  • Solid investment process and risk management mechanisms focused on deliver consistent performance through market cycles.

Management Letter

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ASA Alpha Nominal Rates is open for investment through our partner platforms:

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