Vexty Plan achieves above-median profitability in 2024

Even in a challenging context marked by uncertainty and volatility in the global and national economic scenario, the Vexty Plan recorded a consolidated profitability of 9.10% in 2024, a result higher than the median of 7.72% among 281 Defined Contribution (DC) plans of Closed Supplementary Pension Entities (EFPC), according to an analysis report by the consulting firm Aditus.

“The performance was very close to the upper quartile of the sample, which reinforces the solidity of Vexty’s strategic investment management, focused on diversification, efficiency and protection of the resources of Participants and Beneficiaries”, says Vinicius Narcizo, Investment Director at Vexty.

Asset classes with allocations in federal government bonds indexed to the Selic rate and private credit bonds, as well as investments abroad, were the highlights of the period and contributed to the positive performance in all Investment Profiles, even with the negative or below-expected performance in other market segments, such as Stocks in Brazil, Federal Government Bonds indexed to inflation, with maturities of more than five years, and Multimarket Funds.

The Short-Term Profile, which became known as the Conservative Profile as of this year, was the one that presented the best performance among the 10 Profiles managed by the Plan, with an appreciation of 10.18% in 2024. Profile 2065, the Target-Date Profile with greater exposure to assets with greater volatility, had a slight increase of 0.09%, even in a context of a decline in most risky investments (the Ibovespa, the main index of the Brazilian stock exchange, fell by 10.36% in 2024). The variation in the result recorded between the Profiles managed last year is due to the individual diversification strategies, which characterize the Target Date Profile model adopted by Vexty, and which has proven to be resilient and consistent with its objective: to preserve assets, for example, in the Conservative Profile (Short Term) and allow an expectation of greater profitability in the long term in the Target Date Profiles, but with greater expected volatility, respecting the risk limits of each Asset Class.

“With the result, the Vexty Plan ended 2024 with assets managed above R$4.7 billion, a growth that reinforces the security in the management of the assets of Participants and Beneficiaries and ensures the effectiveness of investment governance in the Entity”, adds Narcizo.