Managed Portfolio

01

How does the Managed Portfolio work?

02

Managed Portofolio costs

03

Received dividends in the Managed Portfolio

04

Income tax on transactions in the Managed Portfolio

05

What is BlackRock?

06

What is Managed Portfolio?

01

How does the Managed Portfolio work?

When defining your objectives with the amount to be invested and establishing your investor profile, indicate the initial contribution you would like to start your plan with and the monthly contributions that will be invested in the Managed Portfolio.
Based on this information and the intelligence program used by BlackRock, your portfolio will be structured and may be rebalanced on a quarterly basis.
Did it help?

Thanks for the feedback.

02

Managed Portofolio costs

The Managed Portfolio service provided by Avenue has a fee of 0,75% annually based on the total amount of the portfolio.
Did it help?

Thanks for the feedback.

03

Received dividends in the Managed Portfolio

The balance resulting from dividends will be automatically reinvested in your portfolio or provisioned as Cash to be reinvested together with the next contribution. Thus, an early withdrawal of this amount will not be allowed.
Did it help?

Thanks for the feedback.

04

Income tax on transactions in the Managed Portfolio

There are no changes regarding the income tax return for your assets abroad. Taxation of dividends is withheld at source, at a rate of up to 30%.
In the case of redemption of funds, that is, when a portfolio asset is sold, the sale is individually accounted for as a capital gain (GCAP), with the tax exemption rule remaining for monthly sales volume of less than R$ 35.000.
Did it help?

Thanks for the feedback.

05

What is BlackRock?

BlackRock is the world’s largest asset manager, with approximately US$ 9,5 trillion under management (AuM). The assets selected to make up your portfolio in the Managed Portfolio are ETFs from the iShares family, made available by the company.
Did it help?

Thanks for the feedback.

06

What is Managed Portfolio?

Managed Portfolio is a portfolio administration that will help to build your porfolio based on your needs. This service used by Avenue, it is powered by BlackRock Intelligence, the largest asset manager in the world.
Minimum investment varies depending on the risk profile attributed to you.
Did it help?

Thanks for the feedback.