Our funds

Our investment strategy is focused on generating profitability using a solid and integrated process combined with top down and fundamental asset analysis. We offer diversified products and active management of long & short, equity, quantitative, social security funds, as well as alternative investments such as real estate, timber and credit funds, as well as international investments.

Funds Strategy Inception date Benchmark Minimum
subscription in R$
Management
fee (P.A.)
Claritas Long Short FIC FIM Long & Short 09/04/2002 CDI 1,000 1.92% – 2.42%
Claritas Valor Feeder FIA Equities 03/17/2010 IBrX 10,000 ** 1.20% – 1.25%
Claritas Long Bias FIC FIM Long  Biased 08/26/2019 IPCA + Yield do IMA-B 1,000 1.92% – 2.42%
Claritas Quant FIC FIM Quantitative 12/12/2018 CDI 1,000 1.5% – 1.68%
Claritas Institucional FIM Macro 06/22/2009 CDI 1,000 ** 0.9720% – 2%
Claritas Inflação Institucional FIM Macro 10/05/2011 IMAB-5 1,000 1,00%
Claritas Total Return FIC FIM Macro 03/01/2018 CDI 1,000 1.92% – 2.50%
Claritas Hedge FIC FIM LP Macro 03/11/2003 CDI 1,000 1.5% – 2%
Claritas Alocacao FIM Macro  10/19/2010 CDI 1,000 0.5% – 2%
Principal High Yield FIM IE International investiments 03/15/2013 CDI 5,000 * ** 0.87% or R$700
Claritas FIRF Crédito Privado Credit 05/04/2010 CDI 1,000 0.5% – 1%
Principal Global Property SEC FIC FIM IE International investiments 07/30/2021 5,000 0.85%

* Fund for qualified investors only, within the scope of Instruction CVM 555

** Funds under 3.922/10 and (or) 4.661/18