Breaking News
Get 50% Off 0
👀 Ones to watch: The MOST undervalued shares to buy right now
See Undervalued Shares
Close

Fundo De Investimento Pwm Quartzo Multimercado - Crédito Privado Investimento No Exterior (0P00015B78)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.338 0.001    0%
24/12 - Closed. Currency in BRL
  • Morningstar Rating:
  • Total Assets: 65.78M
Type:  Fund
Market:  Brazil
Issuer:  Perfin Administração de Recursos Ltda
ISIN:  BRQTZMCTF006 
S/N:  20.889.355/0001-90
Asset Class:  Other
FUNDO DE INVESTIMENTO PWM QUARTZO MULTIMERCADO - C 2.338 0.001 0%

0P00015B78 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the FUNDO DE INVESTIMENTO PWM QUARTZO MULTIMERCADO - C (0P00015B78) fund. Our FUNDO DE INVESTIMENTO PWM QUARTZO MULTIMERCADO - C portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Shares 0.110 0.530 0.420
Bonds 98.720 98.720 0.000
Other 1.320 1.360 0.040

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 8.177 10.274
Price to Book 0.992 1.396
Price to Sales 1.232 1.506
Price to Cash Flow 3.779 15.431
Dividend Yield 5.740 5.445
5 Years Earnings Growth 3.049 15.158

Sector Allocation

Name  Net % Category Average
Basic Materials 84.950 15.293
Utilities 52.250 -0.717
Technology 48.280 1.774
Energy 10.650 18.529
Real Estate -1.250 -1.494
Consumer Cyclical -6.140 11.022
Consumer Defensive -14.180 16.332
Industrials -25.960 12.671
Financial Services -48.590 25.591

Region Allocation

  • Latin America
  • Emerging Markets

Top Holdings

Number of long holdings: 7

Number of short holdings: 1

Name ISIN Weight % Last Change %
SECRETARIA TESOURO NACIONAL 01/06/30 BRSTNCLF1RQ4 78.51 - -
Itaú Soberano Simples FIC FI RF - 11.99 - -
  Tesouro IPCA + NTNB 6 15-Aug-2026 BRSTNCNTB4U6 5.71 4,343.700 +0.00%
SPX Raptor L FIC FIM C Priv IE - 3.70 - -
Itaú Custódia Soberano Simples FIC FI RF - 0.14 - -

Top Other Funds by Perfin Wealth Management Ltda.

  Name Rating Total Assets YTD% 3Y% 10Y%
  PWM CHALLENGER RT FUNDO DE INVESTIM 919.36M 15.59 5.62 12.68
  ONGO PRAZO INVESTIMENTO NO EXTERIOR 367.7M 3.57 7.17 11.59
  PWM JASPE FUNDO DE INVESTIMENTO MUL 270.67M 6.36 9.03 9.52
  PANCETTI FUNDO DE INVESTIMENTO MULT 205.93M 9.27 -0.27 11.73
  NOVA BOSSA FUNDO DE INVESTIMENTO MU 149.84M 0.19 8.54 5.77
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00015B78 Comments

Write your thoughts about Fundo De Investimento Pwm Quartzo Multimercado - Crédito Privado Investimento No Exterior
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email