ASA Alpha Real 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 Real Rates is a fixed-income fund that seeks to outperform the IMA-B (Brazilian inflation-linked bonds index) over the long term, an index made up of inflation-linked government bonds. The fund operates with strategies focused on real interest rates and structural inflation, following the macroeconomic environment.

Performance History

  • Fund
  • IMA-B

Performance ASA Alpha Real Rates

Reference Date: 10/18/2024

  Fund IMA-B acima IMA-B
Day -0,47% -0,34% -0,13%
Month -0,98% -0,59% -0,38%
Year -5,54% 0,22% -5,76%
12 Months -1,37% 5,41% -6,78%
24 Months      
36 Months      
48 Months      
60 Months      
Since Inception -3,69% 3,33% -7,02%

Differentials

O ASA Alpha Real 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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Invest Through Distribution Platforms

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

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