Schroder Principal Protected 1 (Banco do Brasil)
Launched in 2006, Schroder Principal Protected is an exclusive product for Banco do Brasil private clients and it is intended to qualified investors** who want to increase their exposure in the Equities market, which may allow for above average returns (subject to Ibovespa performance)*, but assuring protection of the principal invested (minus costs). This is a closed fund for fund raising and withdraws which main strategy is:
- Preservation of capital invested (minus costs) in case the Ibovespa return accrued in the period is negative;
- Possibility to offer above average return (subject to Ibovespa performance)
| General Information: | |
|---|---|
| Fund Commencement Date: | 2 de October de 2006 |
| Asset (until 29/06/07): | R$ 22.50 million |
| Benchmark: | N/A |
| Administration Fee: | 2% p.a. |
| Performance Fee: | N/A |
| Minimum initial investment: | R$ 5,000 |
* Only if Ibovespa performance accumulated is between 0 and 40% in the period, and does not exceed the barrier any moment.
** According to Instruction CVM 409. article 109, investors qualified are private individuals and legal entities with financial investments above R$ 300.000 who declare such condition in writing
