After a prolonged period of uneven performance, funds multimercados showed a sign of recovery in August, recording their first month in positive territory in almost a year.
The numbers reveal a change of direction on the part of investors, who, since the beginning of the year, were focused on bank bonds exempt from Income tax (GO).
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According to a report from the financial platform Comdinheiro/Nelogica, until August 30, fixed income funds saw a net inflow of R$36.6 billion, the highest since March 2022.
Meanwhile, multimarket funds reached a positive balance of R$8.7 billion, marking their first month in the green since October 2022.
Equity funds also recovered, recording a positive result, the first since September 2021, with R$637.1 million.
(Image: Envato Elements/Reproduction)
Such numbers reflect a trend of
investors in search of investment alternatives, leaving behind the concentration on IR-exempt bank bonds, which dominated the first six months of the year.According to the Brazilian Association of Financial and Capital Market Entities (Anbima), between January and June, R$149 billion were allocated to these bonds, while the funds underwent redemptions worth R$205 billion.
“Now the issuance of these papers will slow down, because banks need backing. Furthermore, falling interest rates lead investors to other paths”, explains Stefano Catinella, commercial director at Itaú Asset.
Multimarket funds are a category of investment funds that offer flexibility to the manager to allocate wealth across different asset classes, such as fixed income, equities, international assets and even derivatives.
Such allocation freedom can result in different levels of risk and return potential, depending on the strategy adopted.
While these funds allow for multiple strategies and can include both fixed-income and equity assets, variable income, equity funds have the obligation to invest at least 67% of their assets in the market shareholder.
Equity funds also include other assets such as share deposits, subscription bonuses or receipts, shares of other stock funds and bonds representing international assets, such as Brazilian Depositary Receipts (BDRs).
As investors explore options, hedge funds stand out as an alternative attractive, offering a range of strategies and the possibility of adjusting risk according to preferences individual.
