Created in 2001, the Equities fund Schroder Performance aims at appraising the capital of its investors in the medium and long term, by means of investment of resources in shares of different publicly held companies.
To achieve this goal, the fund makes use of an active management, which selects bonds and securities through a private qualitative analysis of the stock market and considers the total return expected (valuation plus income distributed).
The constitution of Schroder Performance portfolio gives priority to companies quoted below that deemed fair value, or which present consistent periodic distribution and high income policies (dividends and interests over own capital). The priority falls over those that comply with the principles of good corporate governance.
Even if the fund does not have the IBX or the Ibovespa as a benchmark, these indexes are met, as its goal is to exceed the average performance of the stock market. Since it was created, six years ago, it has met this goal.
|Name of Fund:||Schroder Performance FIA|
|Commencement Date:||7 February 2001|
|Target Audience:||Private individuals and legal entity investors|
|ANBID Category:||Other Shares|
|Administrator:||Schroder Investment Management Brasil STVM S.A|
|Manager:||Schroder Investment Management Brasil STVM S.A|
|Custodian:||Banco Itaú S.A.|
|Controller:||Banco Itaú S.A.|
|Administration fee:||2.00% p.a.(see regulation)|
|Minimum Investment:||R$ 50,000.00|
|Minimum Operation:||R$ 1,000.00|
|Limit time for investment:||4:00pm|
|Limit time for withdrawal:||4:00pm|
Please contact Schroders to find which banks distribute this fund in Brazil, or to get to know how to invest directly with us.