THE Activate Investments made two trades in his recommended wallet of real estate funds 🇧🇷FIIs) for December.
For the last month of the year, the brokerage withdrew positions in funds Guardian Logistics (GALG11) and HSI Malls 🇧🇷HSML11🇧🇷 According to the analysis house, the exchange was carried out to increase exposure to funds with receivables indexed to the CDI against the scenario of future interest rates.
With that, the bottom entered Valora RE III 🇧🇷VGIR11), Besides CSHG Urban Income 🇧🇷HGRU11), which is a fund with good fundamentals for the long term, in addition to being dispersed and actively managed, says Ativa Investimentos.
In November, the portfolio of FIIs of the brokerage had a devaluation of 4.48%, while the industry reference index, the IFIX retreated 4.15%.
In the accumulated of 12 months, however, the portfolio has risen by 15.6%, against the advance of 11.2% of its reference index.
Source: Moneytimes
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