Investments: what else yielded in 2022?

Lost where to invest in 2023? Even if past profitability does not define future profitability, it is worth taking a look at how investments were in 2022. Thus, you can get a sense of how assets behaved following a difficult year.

The balance was in accordance with the Quantum survey released by UOL, which separated the best financial products of 2022. See below:

Real Estate Funds

1. KINEA II REAL ESTATE EQUITY FII – KNRE11 – return of 138.21%
2. THE ONE FII – ONEF11 – with a return of 37.22%
3. JPP CAPITAL RECEBÍVEIS IMOBILIÁRIOS FII – JPPA11 – with a return of 32.20%
4. HOTEL MAXINVEST FII – HTMX11 – with a return of 30.65%
5. PÁTRIA EDIFÍCIOS CORPORATIVOS FII – PATC11 – with a return of 30.33%
6. SHOPPING JARDIM SUL FII – JRDM11 – with a return of 27.57%
7. OURINVEST JPP FII – OUJP11 – with a return of 26.08%
8. RIZA AKIN FII – RZAK11 – with a return of 23.69%
9. CONTINENTAL SQUARE FARIA LIMA FII – FLMA11 – with a return of 23.64%
10. RB CAPITAL RECEBÍVEIS IMOBILIÁRIOS FII – RRCI11 – with a return of 22.59%

Only FIIs traded on the Stock Exchange on January 3 were selected, with sufficient data to calculate the return in the period. As a liquidity criterion, funds that had at least one trade per day in the period (01/03/2022 to 12/29/2022) were considered. The Fiagros were disregarded.

Actions

1. DOMMO ON – DMMO3 – with a return of 269.23%
2. CIELO ON NM – CIEL3 – with a return of 142.09%
3. CURY S/A ON NM – CURY3 – with a return of 94.53%
4. MILLS ON NM – MILS3 – as return of 84.66%
5. PETRORECSA ON NM – RECV3 – with a return of 81.97%
6. PETRORIO ON NM – PRIO3 – with a return of 80.02%
7. BBSEGURIDADE ON NM – BBSE3 – with a return of 74.88%
8. KEPLER WEBER ON – KEPL3 – with a return of 70.76%
9. HYPERMARCAS ON NM – HYPE3 – with a return of 64.74%
10. LE LIS BLANC ON NM – LLIS3 – as return of 54.64%

Fixed Income Funds

1. INFINITY TIGER DYNAMIC ALLOCATION FI FIXED INCOME LP – with a return of 22.47%
2. INFINITY LÓTUS FI FIXED INCOME LP – with a return of 22.15%
3. INFINITY SELECT FI FIXED INCOME LP – with a return of 19.02%
4. BTG PACTUAL EXPLORER ATIVA FI RENDA FIXA LP – with a return of 18.27%
5. NC EXCLUSIVE FIC FIXED INCOME LP – with a return of 17.41%
6. G5 ALLOCATION HY DIREITOS CREDITÓRIOS FI FIXED INCOME PRIVATE CREDIT – with a return of 16.70%
7. ITAÚ OPTIMUS FIC RENDA FIXA LP – with a return of 15.08%
8. ICATU VANGUARDA CREDIT PLUS FIC FIXED INCOME PRIVATE CREDIT – with a return of 14.99%
9. ITAÚ OPTIMUS DISTRIBUIDORES FIC RENDA FIXA LP – with a return of 14.90%
10. CA INDOSUEZ GRAND VITESSE FI FIXED INCOME PRIVATE CREDIT – with a return of 14.81%

Here, only funds in normal operation at the CVM and with sufficient data to calculate the return in the period were considered. Non-exclusive funds with a number of shareholders equal to or greater than 100, with a target audience of general, professional, qualified and institutional investors, were also considered.

Treasury Direct

1. LFT 210100 20270301 – with a return of 12.93%
2. LFT 210100 20250301 – with a return of 12.72%
3. LFT 210100 20240901 – with a return of 12.60%
4. LFT 210100 20230301 – with a return of 12.35%
5. NTN-F 950199 20230101 – with a return of 11.87%
6. LTN 100000 20230101 – with a return of 11.78%
7. NTN-B 760199 20240815 – with a return of 9.25%
8. NTN-B 760198 20240815 – with a return of 8.97%
9. LTN 100000 20240701 – with a return of 7.93%
10. NTN-F 950199 20250101 – with a return of 7.66%

What we will see in this article:

Which investments won from inflation in 2022?

Inflation ended 2022 at 5.79%, according to the IPCA (Extended Consumer Price Index) released in January. In view of the events of last year, such as the return of economic activity, the war between Russia and Ukraine and the electoral race, the index was not much out of line with expectations.

But, in order to know if your money is really yielding above the index, financial market specialists use the real gain metric, which is done by dividing the investment income by inflation.

When an asset exceeds this index, it means that the money invested has appreciated. If not, it means you haven’t paid enough. For the most part, variable income assets suffered more from instabilities, which justifies the negative yield compared to inflation.

Check below how much savings, stock exchanges, FIIs and other investments yielded compared to inflation last year, according to the TradeMap survey:

CDI

• Profitability in 2022: 12.39%
• Profitability discounted for inflation: 6.24%

Savings

• Profitability in 2022: 7.9%
• Profitability discounted for inflation: 2%

Ibovespa

• Profitability in 2022: 4.69%
• Profitability discounted for inflation: -1.04%

Ifix

• Profitability in 2022: 2.22%
• Profitability discounted for inflation: – 3.37%

Dollar

• Profitability in 2022: – 6.50%
• Profitability discounted for inflation: – 11.61%

Gold

• Profitability in 2022: -8.48%
• Profitability discounted for inflation: -13.49%

Small Caps

• Profitability in 2022: – 15.06%
• Profitability discounted for inflation: -19.70%

BDRs

• Profitability in 2022: – 28.05%
• Profitability discounted for inflation: – 39.99%

Bitcoin

• Profitability in 2022: – 66.43%
• Profitability discounted for inflation: – 68.27%

What to expect from the economy and the financial market in 2023?

According to an analysis by the Organization for Economic Cooperation and Development (OECD), the Brazilian GDP growth forecast in 2023 will be 1.2%, below the world average of 2.2%. The report explains that economic activity in Brazil accelerated more than expected in the first and second quarters of this year, however, growth lost momentum in the third quarter.

The smaller projected expansion of the Brazilian economy reflects the deterioration of global forecasts, the tighter fiscal policy and the effects of interest rate increases in recent months to contain the feared inflation.

Learn more regarding year-round forecasts here.

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