Clique nas opções abaixo para acessar as informações desejadas:
Desempenho dos Investimentos
JUNHO/2018
Plano A
Plano B
Plano A
| Acumulado – Jun/18 | Valor (R$ Mil) | Percentual do Total | Rentabilidade |
|---|---|---|---|
| Renda Fixa | 1.862.303 | 87,03% | 4,82% |
| Investimentos Estruturados | 130.008 | 6,08% | 47,83% |
| Renda Variável | 56.941 | 2,66% | -7,75% |
| Imóveis | 84.656 | 3,96% | 2,74% |
| Empréstimos | 5.856 | 0,27% | 7,89 |
| Investimento Total | 2.139.764 | 100,00% | 6,30% |
| Indicadores Acumulados | ||||
|---|---|---|---|---|
| Anos | IBOVESPA | IBrX-50 | INPC + 4,38% a.a. | CDI |
| 2018 | -4,76% | -4,66% | 4,79% | 3,17% |
| INPC + 4,34% a.a. | ||||
| 2017 | 26,86% | 26,81% | 6,52% | 9,93% |
| INPC + 4,00% a.a. | ||||
| 2016 | 38,94% | 36,82% | 10,84% | 14,00% |
| 2015 | -13,31% | -13,09% | 15,73% | 13,24% |
| 2014 | -2,91% | -2,65% | 10,48% | 10,81% |
| 2013 | -15,50% | -4,41% | 9,79% | 8,06% |
| INPC + 5,00% a.a. | ||||
| 2012 | 7,40% | 9,86% | 11,51% | 8,40% |
| 2011 | -18,11% | -14,06% | 11,39% | 11,59% |
| 2010 | 1,04% | 0,75% | 11,79% | 9,75% |
| INPC + 5,50% a.a. | ||||
| 2009 | 82,66% | 72,41% | 9,84% | 9,88% |
| INPC + 5,75% a.a. | ||||
| 2008 | -41,25% | -43,16% | 12,60% | 12,38% |
Plano B
| Acumulado – Jun/18 | Valor (R$ Mil) | Percentual do Total | Rentabilidade |
|---|---|---|---|
| Renda Fixa | 126.304 | 88,39% | 4,39% |
| Investimentos Estruturados | 8.797 | 6,16% | 47,83% |
| Renda Variável | 7.330 | 5,13% | -9,81% |
| Empréstimos | 469 | 0,33% | 7,64% |
| Investimento Total | 142.900 | 100,00% | 5,70% |
| Indicadores Acumulados | ||||
|---|---|---|---|---|
| Anos | IBOVESPA | IBrX-50 | INPC + 4,38%a.a. | CDI |
| 2018 | -4,76% | -4,66% | 4,79% | 3,17% |
| INPC + 4,34%a.a. | ||||
| 2017 | 26,86% | 26,81% | 6,52% | 9,93% |
| INPC + 4,00%a.a. | ||||
| 2016 | 38,94% | 36,82% | 10,84% | 14,00% |
| 2015 | -13,31% | -13,09% | 15,73% | 13,24% |
| 2014 | -2,91% | -2,65% | 10,48% | 10,81% |
| 2013 | -15,50% | -4,41% | 9,79% | 8,06% |
| INPC + 5,00%a.a. | ||||
| 2012 | 7,40% | 9,86% | 11,51% | 8,40% |
| 2011 | -18,11% | -14,06% | 11,39% | 11,59% |
| 2010 | 1,04% | 0,75% | 11,79% | 9,75% |
| INPC + 5,50%a.a. | ||||
| 2009 | 82,66% | 72,41% | 9,84% | 9,88% |
| INPC + 5,75%a.a. | ||||
| 2008 | -41,25% | -43,16% | 12,60% | 12,38% |
