Green Fund reopens this month; see how to invest in each broker

 Green Fund reopens this month; see the way to invest in each broker

See which platforms will receive applications at Verde FIM. it's likely that, given the fund's popularity, the manager will reach the expected volume of R $ 4 billion during a short time

Next week there'll be days of rush within the investment market. The Multimarket Green Fund, a multi-billion dollar equity strategy managed by legendary manager Luis Stuhlberger, will open for brand spanking new funding. this is often a rare event, because the fund spends tons of your time closed and therefore the last window of opportunity was in 2018, when it had been only two days open. consistent with Valor , the goal is to boost around R $ 4 billion.

In 2020, the Green fund yielded 3.94%, above the CDI (2.77%), but within the accumulated since its creation, in January 1997, it's an astronomical return of 18,601%, against 2,224% of the CDI . It charges an administration fee of 1.5% per annum (it may increase counting on the broker and platform it sells) and a performance fee of 20% on what exceeds the CDI. The redemption is in 60 days.

Valor Investe found that a minimum of eight investment platforms and brokers are preparing to require orders from customers next week, especially through their mirror funds, that is, investment that buy shares within the 'parent fund' Verde FIM . The window are going to be short - most companies will only have two days to require orders.

The manager will provide five fundraising windows for distributors to use their clients' resources.

Check out which houses will distribute the fund during a survey made by Valor Investe:

Ágora / Bradesco

Ágora also will participate within the reopening of the Green fund through a mirror vehicle that invests within the Green fund, the Green fund AM 60 FIC FIM Ágora.

The minimum is R $ 50 thousand and Ágora, along side Bradesco, received a window to boost up to R $ 300 million.

The first reservation window will happen between the 22nd and 26th of February and, if the limit of R $ 300 million isn't reached, there'll be a replacement window in March, again on the last four business days of the month. And so, consecutively until June or until reaching the limit (R $ 300 million), whichever comes first.

There is no limit per customer. At Ágora, the client finds the Verde AM 60 fund within the smartphone application or on the broker's website.

Inter

Banco Inter will offer Verde to its customers through the Inter Access Verde mirror fund. Funding will happen on February 22nd and therefore the fund will remain open until February 26th. The fund will only close before that if it reaches a fundraising volume of R $ 100 million. The minimum investment to take a position during this product is R $ 50 thousand.

Reservations for Inter Access Verde, however, are starting on February 8th.

In addition, Inter has the Inter Selection Multiestrategia fund which will invest a part of its resources in Verde. In other words, shareholders of Inter Selection Multiestrategia also will have access, albeit indirectly, to Verde. The fund of funds is open and can remain open, with an entrance ticket of R $ 100.

Modalmais

The Modalmais platform also will distribute the famous Verde AM 60 multimarket, by Verde Asset Management.

“Currently, no other multimarket fund achieves such consistency and a powerful return within the end of the day. within the last opening window, capturing Verde lasted only two days. Now, in February, Modalmais customers will have the rare opportunity to be a part of this successful diary through our platform ”, concludes Guimarães.

XP

The platform will open one window for application within the background, between the 8th and 10th of February, until 2:30 pm. for brand spanking new investors, the minimum investment is R $ 50 thousand. For the fund's quota holders, the minimum contribution is R $ 10,000. XP has already announced to clients that its Green AM X60 Advisory FIC FIM mirror fund will open next week for funding.

The positions are going to be settled on Washington's Birthday for all confirmed orders.

Rich

In addition to XP Investimentos, another company within the house, Rico, will accept scheduling orders from customers on February 8, until reaching the established volume (which wasn't informed). The settlement will happen on February 22nd, when the clients must take the cash under consideration. Minimum investment also of R $ 50 thousand, and extra (for those that are already a shareholder), R $ 10 thousand.

Vitreous

Vitreo will distribute the Green fund on its third-party product shelf with a minimum investment of R $ 50 thousand for brand spanking new shareholders and R $ 10 thousand for subsequent complementary contributions, with a 60-day redemption term.

Whoever wants to shop for the quota through Vitreo, can make the deposit of the resource from this Thursday, 4th of February. The investment house will keep the funds invested in CDI (Vitreo Selic fund) until Verde releases the investment, on the 22nd. This architecture was designed to stop the client from losing the reserve and allocation within the fund, which may occur within the reservation or queue.

The company recalls that three other products - fund funds - have exposure to the Green fund: Best funds, Best Multimarket Funds and Best Ideas. In these, the minimum investment is R $ 1,000.

Itaú

The reserve for investments within the Itaú clients' Green fund starts on February 10 at 9:00 am and settlement are going to be on Washington's Birthday.

"The Itaú client has the likelihood to order his application before the fund is reopened, this guarantees the client his investment within the best funds within the market, at an equivalent time that it gives time for planning his portfolio and for possible redeployment of resources necessary the reserved application, an opportunity given by the most important distributor of third-party funds within the market, "says Claudio Sanches, director of investment and pension products at Itaú Unibanco to Valor Investe.

According to the bank, one among the most advantages of this model is that the customer doesn't got to redeem money from another application (and lose profitability and pay taxes) without knowing if he will have access to the offer.

For those that have already got the merchandise, the extra application is R $ 10 thousand. For those that don't yet have the merchandise, the minimum to be invested is R $ 50 thousand.

"It is vital to stress that this investment opportunity are going to be made available to all or any Itaú, Itaú Uniclass and Itaú Personnalité customers", says the bank, reinforcing that the customer who arrives first has its application guaranteed and can not prioritize reservations of consumers with greater financial value .

BTG

For a couple of days, the investor are going to be ready to make investments from R $ 50 thousand on the multimarket fund through the BTG Pactual platform. The reopening window starts on the 8th, from 9 am to six pm or when the utmost volume for the bank is reached. If there's still space, the fund will reopen on the 9th, at 9am and officially close the reserves on the 10th, at 2:30 pm, remembering that it can close before reaching maximum funding. The positions are going to be settled on the 22nd.

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