Oceana Selection 30 FIC FIA


FUND: OCEANA SELECTION FIA

STRATEGY | long only, total return

Investment on listed Equities that trade with significant price distortions relative to their intrinsic values through directional long positions.

  • Stocks: focus on companies with solid fundamentals, undervalued stocks; best ideas portfolio;
  • Cash: the fund’s cash is managed in a very conservative manner, in instruments with high liquidity and short maturities.


OBJECTIVE | total return

Generate absolute returns uncorrelated to any benchmark over multiple Market cycles.

Capital preservation in different Market environments.


PHILOSOPHY

Bottom-up approach based on a rigorous fundamental analysis.

Flexibility to increase or reduce gross exposure according to the opportunities environment.

Oceana, at its discretion, may adopt a posture of collaboration and participation in the governance of invested companies, when considered that these actions will contribute to a value increase of the fund's investments.


Fund1 Ibov Index2 IBX 1003
Since Inception4 41,11% -5,09% 8,49%
Last 36 months 40,67% 11,70% 16,73%
Last 24 months 32,44% -6,45% -5,14%
Last 12 months 41,57% 27,32% 26,20%



Year Fund Ibov Index1 CDI2
YTD 20163 34,10% 32,20% 31,06%
2015 2,27% -13,31% -12,41%
2014 -0,95% -2,91% -2,78%
2013 3,03% -15,50% -3,13%
2012 0,21% -0,09% -0,76%






FACT SHEET

PROSPECTUS

FUND REGULATION

VOTING POLICY

DISCLAIMER

Leia com atenção os esclarecimentos abaixo sobre as informações contidas nesse site.

O conteúdo deste site é exclusivo para fins informativos e com propósito de conferir transparência ao processo de gestão.
As informações dispostas no site não representam documentos oficiais dos fundos e não constituem uma solicitação, oferta ou sugestão para investimento.
Todos os investidores devem ler atentamente o regulamento dos fundos, bem como o Formulário de Informações Complementares e demais documentos disponíveis no site do administrador, antes de comprar cotas.
A oferta e distribuição de cotas deve ser sujeita a restrições legais de cada jurisdição, sendo vedada para qualquer investidor em jurisdições onde a disposição dessas informações seja proibida por lei.
Retornos passados não são parâmetro ou garantia de desempenho futuro.
Investimentos em fundos geridos pela Oceana Investimentos são sujeitos à riscos e oscilações onde o investidor pode não recuperar o montante investido.
A Oceana Investimentos não se responsabiliza pela publicação acidental de informações incorretas.


Read carefully the comments below regarding the information in this website.

The content in this website is for information purposes and for conferring transparency to the management process.
The information provided on the website does not represent official documents of the funds and does not constitute a solicitation, offer or suggestion for Investment.
All investors should read carefully the fund’s regulations, the Supplementary Information Form, and other documents available on the administrator website, before buying shares.
The offer and distribution of quotes are subjected to each jurisdiction legal restrictions, being forbidden for any investor in jurisdictions where the disposal of such information is prohibited by law.
Past returns are not parameter or guarantee of future performance.
Investments in funds managed by Oceana Investimentos are subjected to risks and oscillations where the investor may not recover the amount invested.
Oceana Investimentos is not responsible for the accidental publication of incorrect information.

Entendi | I Understand