Lacan Equilíbrio Institucional FIM
Macro Fund
Investment Policy
Fund with balanced strategies in the Fixed Income, Stock and FX markets based on the following concepts:
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Fundamental analysis
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Value-based allocation
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Long term mindset
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Capital preservation
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Use of derivatives limited by the fund's total NAV
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Absolute return
Target Investor
Investors in general that seek capital appreciation through a balanced portfolio that diversifies across the Fixed Income, Stock and FX markets.
Characteristics
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Minimum initial investment: BRL 500.00
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Minimum transaction: BRL 100.00
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Minimum balance: BRL 100.00
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Management fee: 1.75% per annum
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Maximum management fee: 2% per annum
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Performance fee: 20% over what exceeds the CDI, paid on a semester basis
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Redemption payment: D+6 (business days)
