Breaking News
Get 40% Off 0
🚀 AI-picked stocks soar in May. PRFT is +55%—in just 16 days! Don’t miss June’s top picks. Unlock full list
Close

Wellington Ventura Advisory Fia Ie (0P0001JH47)

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
 
191.239 -0.180    -0.10%
21/05 - Delayed Data. Currency in BRL ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 154.67M
Type:  Fund
Market:  Brazil
Issuer:  XP Vista Asset Management Ltda
ISIN:  BR0404CTF006 
Asset Class:  Other
WELLINGTON VENTURA ADVISORY FIA IE 191.239 -0.180 -0.10%

0P0001JH47 Overview

 
Find basic information about the Wellington Ventura Advisory Fia Ie mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0001JH47 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change32.49%
Prev. Close191.421
Risk Rating
TTM Yield0%
ROEN/A
IssuerXP Vista Asset Management Ltda
TurnoverN/A
ROAN/A
Inception DateNov 06, 2019
Total Assets154.67M
ExpensesN/A
Min. Investment500
Market CapN/A
CategoryGlobal Equity
What is your sentiment on WELLINGTON VENTURA ADVISORY FIA IE?
or
Vote to see community's results!

Performance

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

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1256 1115 1256 1196 - -
Fund Return 25.62% 11.48% 25.62% 6.13% - -
Place in category - - - - - -
% in Category - - - - - -

Top Other Funds by XP Allocation Asset Management Ltda.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BR02WNCTF003 818.77M 39.19 -6.05 -
  XP CREDITO ESTRUTURADO 360 FI EM C 659.14M 12.89 11.52 -
  XP DEBENTURES INCENTIVADAS CREDITOM 491.41M 9.57 9.92 -
  TREND INFLACAO FUNDO DE INVESTIME 356.78M 11.75 8.43 -
  BR037WCTF003 224.61M 42.31 1.58 -

Top Funds for Global Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  BB MULTIMERCADO GLOBAL SELECT EQUIT 1.41B 16.01 7.43 17.66
  BR02WNCTF003 818.77M 39.19 -6.05 -
  BB MULTIMERCADO SCHRODER INVESTIMEN 502.57M 10.85 4.62 16.15
  FUND OF FUNDS MULTI GLOBAL EQUITIES 512.69M 14.88 -1.03 15.81
  BR04QUCTF006 418.82M 29.24 12.89 -

Top Holdings

Name ISIN Weight % Last Change %
XP Wellington $ Advisory Master FIA IE - 96.53 - -
XP Cash B1 Simples FIC FI RF - 3.27 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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.

0P0001JH47 Comments

Write your thoughts about Wellington Ventura Advisory Fia Ie
 
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 Google
or
Sign up with Email