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Lorema - Fundo De Investimento Financeiro Multimercado Crédito Privado - Responsabilidade Limitada (0P0000UFIX)

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14,398.745 -60.359    -0.42%
25/06 - Closed. Currency in BRL
Type:  Fund
Market:  Brazil
ISIN:  BRLRMFCTF003 
S/N:  11.275.059/0001-09
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 40.33M
LOREMA FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO 14,398.745 -60.359 -0.42%

0P0000UFIX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the LOREMA FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO (0P0000UFIX) fund. Our LOREMA FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Shares 42.830 43.630 0.800
Bonds 5.060 5.060 0.000
Preferred 0.510 0.510 0.000
Other 58.530 58.750 0.220

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 8.136 10.525
Price to Book 1.194 1.378
Price to Sales 0.815 1.523
Price to Cash Flow 3.161 11.469
Dividend Yield 8.354 5.779
5 Years Earnings Growth 10.218 13.648

Sector Allocation

Name  Net % Category Average
Utilities 26.070 39.880
Financial Services 20.260 -0.296
Industrials 14.780 -40.842
Basic Materials 12.480 27.099
Energy 7.450 38.556
Consumer Defensive 4.950 -2.592
Healthcare 4.700 -21.761
Consumer Cyclical 3.570 26.864
Real Estate 2.900 40.574
Communication Services 2.790 -18.271
Technology 0.050 23.375

Region Allocation

  • Latin America
  • Emerging Markets

Top Holdings

Number of long holdings: 25

Number of short holdings: 2

Name ISIN Weight % Last Change %
Tera Equity FIFA RL - 33.58 - -
TERA YIELD FI EM COTAS DE FDOS DE INVESTIMENTO EM DIREITOS CREDITÓRIO BR05QFCTF004 16.07 - -
BRAZILIAN PRIVATE EQUITY V FIIMENTO QUOTA FIIMENTO PARTIC BRBZLVCTF006 14.14 - -
Pátria Brazilian Private Equi IV FIC FIP - 9.09 - -
  It Now IDIV BRDIVOCTF002 8.94 100.38 -0.53%
P2 Brasil Infra Team FIC FIP - 4.96 - -
  Ishares Ibovespa BRBOVACTF003 2.02 133.79 -0.13%
Itau Custódia Cash FI RF C Priv - 1.50 - -
INSUMOS MILENIO TERRAMAGNA FDO DE INVESTIMENTO NAS CADEIAS PRODUTIVAS BR0AAFCTF004 1.38 - -
SECRETARIA TESOURO NACIONAL 01/09/30 BRSTNCLF1RR2 1.24 - -

Top Other Funds by Tera Investimentos Ltda.

  Name Rating Total Assets YTD% 3Y% 10Y%
  MALUBI FUNDO DE INVESTIMENTO MULTIM 472.56M -0.16 1.96 11.42
  KRU FUNDO DE INVESTIMENTO MULTIMERC 414.83M 4.83 10.12 8.77
  RM FUNDO DE INVESTIMENTO MULTIMERCA 141.04M 2.15 1.00 7.95
  PADOVA FUNDO DE INVESTIMENTO MULTIM 82.73M -2.59 -14.93 2.51
  AVANTE FUNDO DE INVESTIMENTO MULTIM 12.24M 0.88 -3.26 4.24
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