BCFF11 — BTG Pactual Fund of Funds FII

Pioneer among Brazilian FoFs (Jan/2010). Liquidated on Dec 23, 2024, and consolidated into BTHF11. It was the market's largest FoF: R$ 1.84B in NAV, 356k unitholders, 64 FIIs + 13 CRIs.

Segment: FoF · Fund of Funds · Price R$ 7.34 · P/BV 0.88 · BV/unit R$ 9.12 · Net assets R$ 1,84 Bi · 356,269 unitholders

What is BCFF11

BCFF11 (BTG Pactual Fund of Funds FII) is a Brazilian REIT in the FoF · Fund of Funds segment. Pioneer among Brazilian FoFs (Jan/2010). Liquidated on Dec 23, 2024, and consolidated into BTHF11. It was the market's largest FoF: R$ 1.84B in NAV, 356k unitholders, 64 FIIs + 13 CRIs.

Fund wound down in Dec/2024 — combined units of dozens of FIIs under BTG Pactual management; consolidated into BTHF11.

This page gathers the factual snapshot of BCFF11 in 2026: what the fund is, what it invests in, what it charges, who manages it and how it got here. Opinion, score and recommendation live in the analysis; payout calendar and projections live in dividends.

BCFF11 numbers in 2026

  • Net assets: R$ 1,84 Bi
  • Book value per share: R$ 9.12
  • Number of shareholders: 356,269

Fees

  • Management fee: 1,10% a.a.
  • Administration fee: 0,15% a.a.
  • Performance fee: 0%
  • Total effective cost: ~2.0-2.5% p.a.

Manager

Management: BTG Pactual Asset Management.

BTG Pactual is Brazil's largest FII manager, with over R$ 40B under management in the real estate segment (HGRE, HGLG, HGCR, BPML, BTCI, BTHI, BTLG, BTHF, etc.). BCFF11 pioneered the FoF segment (Jan/2010) and was the market's largest for 14 years. Management delivered expressive FFO growth (R$ 0.039 in 2H20 → R$ 0.081 in 1H24, +108%) and led the liquidation transparently, providing a detailed schedule, active communication, and deadline extensions for submitting average cost bases. Legacy points of attention: weight in in-house funds (BTCI, BPML, BTHI, BTLG among top positions) and a 1.25% fee above the FoF median (competitor HFOF11 charges 0.60%).
  • BCFF11 Inception: Jan/2010
  • Encerramento: 23/12/2024
  • PL no pico: R$ 1,84 Bi
  • Final Unitholders: 356 mil

See our analysis of BTG Pactual Asset Management →

BCFF11 portfolio: what the fund invests in

AssetLocation% of NAVOccupancy
BTG Pactual Crédio Imobiliário FII9.9%
Ez Tower FII7.6%
RE Prime FII (invests in EZTB)7.3%
Iridium Recebéveis Imobiliários FII6.9%
Índice de Preços Kinea FII6.6%
BTG Pactual Shoppings FII4.4%
BTG Pactual Hotel FII4.3%
cri-gru-log-20244.1%
Votorantim Logística FII3.6%
cri-duque-20243.6%
BC Fund FII (corporate offices)2.5%
RBR Hedge FoF FII2.4%
Iridium Recebéveis Imobiliários FII2.0%
cri-rzk-energia-20241.9%
BTG Pactual Logística FII1.9%
Capitânia Securities II FII1.9%
Logistics FII (non-BTG manager)1.8%
Mauá Capital Recebéveis Imobiliários FII1.7%
RBR Rendimento High Grade FII1.6%
RBR Logistics FII1.5%

Concentration and diversification

HHI 0.027 — baixa.

Price, P/BV and book value

Final P/BV (Sep/2024): 12% simple discount. Considering the look-through of invested REITs, the double discount reached 24.4%. Total amortization of R$ 8.76 delivered a gain of 8.5% over the last quote of R$ 8.07.

book value per unit R$ 9.12.

BCFF11 track record

Over 14 years of operation, BCFF11 went from an experimental pioneer (Jan/2010) to Brazil's largest FoF (356k unitholders, R$ 1.84B). FFO grew +108% from R$ 0.039 (2H20) to R$ 0.081 (1H24). It distributed a cumulative total equivalent to ~R$ 10.5/unit over its lifetime (estimated from monthly series). In Dec/2024, it was consolidated into BTHF11, with a principal repayment of R$ 8.76/unit — 8.5% above the last closing price. Its legacy: proof that a FoF is a viable scaled vehicle, but double fee layers and in-house conflicts are structural hurdles — partially corrected in BTHF11 (1.10% fee, multi-strategy), though not eliminated.
PeriodWhat happened
PIONEIROLaunched as BCFF11B in Jan/2010, the first relevant real estate FoF in the Brazilian market. Strategy: buy units of other FIIs + CRIs.
CONSOLIDAÇÃOMaturation period. On Feb 16, 2016, the management fee was temporarily cut from 1.50% to 1.10% (later made permanent).
EXPANSÃOMultiple offerings. Expressive growth in the unitholder base (retail FII boom).
PANDEMIA + RECUPERAÇÃOCOVID-19 pandemic drops IFIX in Mar/2020. BCFF recovers with the low Selic cycle (2020-2021).
MATURIDADE + SPLITSelic hike cycle (4.25% → 13.75%) stalls capital gains. NAV peaks at R$ 1.84B. 1:8 split democratizes access.
LIQUIDAÇÃOBTG decides to consolidate BCFF11 + new resources into BTHF11 (multi-strategy, lower fee). Operation executed in 4 months.

Continue on BCFF11