Variable income

Variable income

Apex offers several options for Variable Income products in partnership with BTG Pactual. Learn about the benefits of investing in this asset class.

What is Variable Income?

Private investment advisors specialize in guiding individuals in search of comprehensive and tailored investment strategies. Leveraging market intelligence, they provide access to exclusive financial solutions aligned with each client’s goals and risk profile.

Variable income includes assets whose return is not fixed and can vary according to market conditions. These investments offer greater potential for appreciation, but also involve greater risk.

As with any investment, it is important to have the help of a specialist to ensure that it is in line with your goals and investor profile. Learn about the main classes of variable income assets:


Equity Funds 


Shares represent a stake in a company's capital, allowing investors to become partners in the business. Traded on the stock exchange, their value fluctuates according to factors such as the company's performance, the economic scenario and market expectations. Shares can be ordinary shares (ON), which grant the right to vote at shareholder meetings, or preferred shares (PN), which prioritize the receipt of dividends. 


ETFs (Exchange Traded Funds) 


ETFs are exchange-traded investment funds that replicate the performance of an index, such as the Ibovespa (BOVA11) or the S&P 500 (IVVB11). They provide diversification in a simple and accessible way, being an efficient alternative for exposure to different markets and sectors. 


Real Estate Funds (FIIs) 


Real Estate Investment Funds (FIIs) allow investors to participate in the real estate market without having to purchase a physical property. FIIs can invest in commercial ventures, shopping malls, corporate buildings or financial assets, such as Real Estate Receivables Certificates (CRIs). In addition to the appreciation of the shares, investors receive periodic distributions of income, generally exempt from income tax for individuals. 


BDRs (Brazilian Depositary Receipts)


BDRs are certificates that represent shares in foreign companies and are traded on the B3. They allow Brazilian investors to access companies such as Apple, Amazon and Microsoft without having to open an account with an international brokerage firm. 


Options


Options are derivative contracts that grant an investor the right, but not the obligation, to buy or sell an asset at a predetermined price on a future date. They are widely used for hedging or leverage strategies and are divided into call options and put options. 


Futures Contracts 


Futures contracts are standardized agreements to buy or sell assets on a future date at a price set in the present. Used both for protection (hedging) and to seek profits, the main contracts traded on B3 include the mini index (WIN), based on the Ibovespa, and the mini dollar (WDO), which tracks the variation of the US currency. 


Crypto Signals Room


Cryptocurrencies are decentralized digital assets that use blockchain technology to ensure security and transparency in transactions. Bitcoin (BTC) and Ethereum (ETH) are the main representatives of this market, which has attracted investors due to its potential for appreciation and innovation. In Brazil, cryptocurrencies can be traded directly on exchanges or through ETFs listed on B3. 

Benefits of Investing with Apex


Greater Return Potential


Apex offers exclusive leverage conditions to expand your opportunities in the market. Boost your results even with smaller investments.


Highly Liquid Assets


Carry out operations quickly and efficiently, investing in highly liquid assets to maximize your flexibility in the market.


Specialized Service


Count on the support of experts to answer questions and operate more safely, making the most of market opportunities.

Advantages of Investing with Apex

In partnership with BTG Pactual, we offer a complete platform for you to operate efficiently in the financial market.


Revenue Management


Keep track of all income received from your investment portfolio in an organized manner. Classify by type, class or segment and access detailed reports with smart filters and an intuitive interface.


Corporate Events


Stay up to date with the main corporate events of companies listed on the stock exchange. Receive information about dividend payments, JCP, bonuses and other announcements relevant to your investment strategy.


Remunerated Custody


Take advantage of the opportunity to make your portfolio profitable by automatically renting assets. Service available for Shares, Units, ETFs, FIIs and FIPs.


Invest Flex – More Opportunities in the Market


Maximize your operations with Invest Flex, a solution to access new opportunities in the market without needing an available balance. Carry out operations quickly, with financial leverage.

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