Classe LUZ e Ranking de Investimentos

Aiming to propose to the financial market a new methodology for investment fund classification structured for asset selection, LUZ developed the Classe LUZ de Fundos de Investimentos.

By proposing the classification of funds based on investment strategy, the Classe LUZ expands the search for diversification for the investor, who can now diversify their resources between various types of assets (fixed income, actions, monetary, etc.) and also choose different strategies among other resource managers of the same type of assets.

In total, there are more than 10 groups divided by types of assets (Level 1) that are subdivided into 63 classes (Level 3):

Nível 1:

Tipo de ativos em
que o fundo investe.

Examples: Actions, Fixed Income, Monetary, Multimarket, etc.

Nível 2:

Nível de ativismo do
Gestor: de Passivo (beta)
para Ativo (alpha).

Examples: Beta, Smart Beta, Beta Neutro, ETF e Alpha.

Nível 3:

Especificação da
Estratégia de Investimento.

For Beta Funds: Benchmarks of following. For Alpha Funds: rational selection of assets. Smart Beta Strategy, Beta Neutro, etc.

Every manager can classify their fund on Classe LUZ and be part of the Ranking de Fundos, for that, click on link.

The classification of which fund can be done only once; because of that, read carefully the description of classes, acesse o link.

 

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If you have any questions, please contact consultoria@luz-ef.com.

If you have any questions, please contact consultoria@luz-ef.com.

RANKING DE FUNDOS - CLASSE LUZ - 2º SEMESTRE 2019

Read the following general ranking of investment funds classified by Classe LUZ:

In general, rankings include only investments fund condominiums with at least one year of daily quota after May 31, 2019.

The classification of investment funds (indicated by stars) is determined by the comparison of their performance according to indicators of return and risk, while their position is a result of the comparison of their performance with the funds within the same classification.

The investment funds are presented with a name and ANBID code if the investor wants new information

For more information about the C lass characteristics, acesse o link.