Mutual Funds
Diversify and expand your wealth with a global strategy by investing in International Mutual Funds.
Over 150 International Funds for you to diversify your wealth
With BTG Pactual US International Investment Account, you gain access to over 150 International Mutual Funds of various types. Learn more about them.
- Equities Funds
Funds that primarily invest in stocks, aiming to maximize returns for the investor. They tend to be more volatile. - Fixed-Income Funds
These Funds are investment vehicles that invest in Fixed-Income assets such as government securities and corporate bonds. They have more predictable returns. - Liquidity Funds
Liquidity Funds prioritize highly liquid assets, such as government securities, and are ideal for investors seeking a low-risk alternative with the possibility of quick withdrawals. - Multi-Asset Funds
Multi-Asset Funds prioritize highly liquid assets and are more suitable for investors seeking diversification with low risk and the possibility of quick withdrawals.
Learn how to invest in International Funds
1
Open the BTG Investments app menu and access International Accounts.
2
Select the International Investment Account and tap on Invest.
3
On the product screen, tap on Mutual Funds.
4
Refer to the list of available funds, select the one you wish to invest in, and complete the investment process.
What are Mutual Funds or Investment Funds?
How does the pricing and offering of shares work?
How does the order execution for purchasing an International Fund work?
International Fund purchase orders can occur in two scenarios: before or after the calculation of the Net Asset Value (NAV), a metric that represents the fund's net value and is used to determine the value of its units of ownership. Learn more about the processes in each context.
Order placement before NAV calculation
1
Order submitted by the investor.
2
The order will be executed based on the NAV applicable on that day.
3
The investor consumer will receive the confirmation and the prospectus on the following day (D+1).
Order placement after NAV calculation
1
Order submitted by the investor.
2
The order will be executed with the next available NAV.
3
The investor consumer will receive the confirmation and the prospectus on the day following the order registration (D+1).
FAQ
A mutual fund is a collective form of investment where resources from various investors are gathered and managed by a financial institution, known as the manager. The manager invests the collected funds according to the objectives and policies predefined by the fund in its regulations. The investment can be allocated to various types of assets such as stocks, real estate, and bonds. Gains from the investments are distributed among participants in proportion to the amount invested by each.
The redemption period of mutual funds corresponds to the interval between the redemption request and the conversion of the shares into cash. Typically, this period is established according to the issuer; therefore, please check the specific policy of each fund in its regulations.
The settlement period refers to the time it takes for the transaction to be completed and the funds or shares to be delivered. The settlement period for mutual funds may vary according to each issuer; the specific policy of each fund can be checked in its regulations.
The minimum investment required for a mutual fund is $100.00, however, this minimum amount can vary depending on the chosen fund.
The administration fee is an annual percentage of the total fund's assets, intended to compensate the manager for services provided in administering the fund.