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What are Investment Funds?

Diversify your portfolio with investment funds managed by experts.

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Apex offers personalized fund strategies aligned with your risk profile and financial goals. Learn more about each of them and find out which one is best for your portfolio.

The investment funds presented on this page are distributed by Banco BTG Pactual S/A (contracting party), with advisory services provided by APX Investimentos – Assessor de Investimentos Ltda. (contracted party), in accordance with CVM Resolution No. 178.


Fixed Income


Fixed income funds are generally more conservative, with capital allocated to public and private bonds with predefined interest structures. They offer greater predictability of returns, making them ideal for investors seeking stability and lower exposure to risk.


Multimarket


Multi-market funds are flexible investment vehicles designed to diversify across different asset classes — including fixed income, equities, and currencies. Their diversified nature allows for dynamic strategies.


Currency Funds


Currency funds are designed to mitigate the impacts of exchange rate fluctuations by investing in foreign currencies or assets linked to the performance of currencies such as the dollar or the euro. They are a strategic option for investors seeking protection or exposure to the global currency market.


Equity Funds


Equity funds invest predominantly in publicly traded stocks, offering investors access to growth-focused strategies with higher potential returns. Although they are more volatile than other asset classes, they are more suitable for investors with a longer-term horizon and a higher tolerance for risk.

Advantages of Exchange at Apex

Apex offers personalized fund strategies aligned with your risk profile and financial goals. Learn more about each of them and find out which one is best for your portfolio.

Investment with planning Strategy to achieve the highest possible profitability with maximum security.

Professional management Count on an expert to manage your resources.

Diversificated portfolio Diversification of the portfolio in a simplified way.

More accessible diversification Access to investments from different segments for a reduced price.

FAQ

Diversify your portfolio with professionally managed investment funds.

The risks of investing in Investment Funds vary according to the product chosen. There are funds that are ideal for highly conservative investors, which offer daily liquidity and prioritize fixed income securities. However, there are also products that cater to more sophisticated investors with a greater appetite for risk, which offer greater exposure to more volatile assets, such as stocks.

To start investing in funds, contact our Advisory team using the form below. You will receive personalized guidance on investing according to your financial planning and risk profile.

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