Bradesco Global Funds Brazilian Equities Mid Small Caps R USD
Fund
ISIN LU0670731933 / Valor 13679871
NAV (2025-02-13)
USD 61.97+0.59%
Bradesco Global Funds Brazilian Equities Mid Small Caps R USD
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General Objective
The fund aims to achieve superior returns in the medium and long term by primarily investing in Brazilian companies with small and medium market capitalization that are not among the 25 largest holdings in the Brazilian Stock Index – IBrX. The investment strategy involves a bottom-up approach to select companies based on their growth potential, strategy, macroeconomic environment, and management quality. Additionally, the fund promotes economic, environmental, and social development by investing in entities across various sectors, making it an ESG sub-fund.
Fund Exposure
The fund's diversified portfolio is mainly invested in shares and equity-related securities issued by Brazilian companies listed on the Sao Paulo Stock Exchange, including Brazilian Depository Receipts (BDR), American Depository Receipts (ADR), and International Depository Receipts (IDR). It may also invest in shares/units of funds and exchange-traded funds (ETF). The fund will invest a minimum of 85% of its net assets in shares and equity-related securities issued by Brazilian companies with small and medium market capitalization, excluding the 25 largest holdings in the IBrX.
Risks
Some of the risks associated with this fund include market risk, liquidity risk, currency risk, and concentration risk. Market risk refers to the potential for losses due to fluctuations in the stock market. Liquidity risk is the risk of not being able to sell an investment quickly at a fair price. Currency risk arises from fluctuations in exchange rates, which can impact the fund's returns. Concentration risk is the risk of having a large portion of the fund's assets invested in a particular sector or market, which can lead to higher volatility.