JURO11 — Sparta Infra FIC FI-Infra

SPARTA INFRA FIC FI-INFRA RENDA FIXA CP — A Brazilian REIT-style fund (FII) investing in shares of tax-incentivized infrastructure investment funds (Law 12,431/2011), managed by Sparta. FIC structure: ~99.7% of net assets allocated to shares of the incentivized master fund, which invests in tax-incentivized infrastructure debentures (energy, sanitation, telecom, toll roads). Bylaws adapted to CVM Resolution 175 in May 2026 (single class of units).

Segment: FI-Infra · Multi-sector (energy + sanitation + telecom + toll roads) · Price R$ 94.05 · P/BV 0.9294 · BV/unit R$ 101.19 · Net assets R$ 2,09 Bi · 93,672 unitholders

What is JURO11

JURO11 (Sparta Infra FIC FI-Infra) is a Brazilian REIT in the FI-Infra · Multi-sector (energy + sanitation + telecom + toll roads) segment. SPARTA INFRA FIC FI-INFRA RENDA FIXA CP — A Brazilian REIT-style fund (FII) investing in shares of tax-incentivized infrastructure investment funds (Law 12,431/2011), managed by Sparta. FIC structure: ~99.7% of net assets allocated to shares of the incentivized master fund, which invests in tax-incentivized infrastructure debentures (energy, sanitation, telecom, toll roads). Bylaws adapted to CVM Resolution 175 in May 2026 (single class of units).

Lends money to dozens of infrastructure companies — energy, sanitation, telecom, and toll roads — and distributes the interest as tax-exempt monthly income. Note: distributions fluctuated in 2026 and may remain pressured while real interest rates stay elevated.

This page gathers the factual snapshot of JURO11 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.

JURO11 numbers in 2026

  • Net assets: R$ 2,09 Bi
  • Book value per share: R$ 101.19
  • Number of shareholders: 93,672

Fees

  • Management Fee: 1,00% a.a.
  • Performance Fee: Not applicable
  • Custody Fee: Incluída

Manager

Management: Sparta Administradora de Recursos.

Sparta Administradora de Recursos is a manager specialized in private credit and structured fixed income, with a consolidated presence in the FI-Infra market since JURO11's IPO in Dec/2021. It grew the initial fundraise to R$ 2.1B in ~4.5 years, reaching 93k unitholders — a fragmented base predominantly composed of individual investors. Limitation: public disclosure of granular management reports is inferior to BTG (BDIF11) and Kinea (KDIF11) — the institutional website blocks scraping (HTTP 403) and detailed composition does not circulate in open sources. A track record of consistent returns (74% cumulative since IPO, 24% in 2025) underpins the rating.
  • Manager CNPJ: 54.773.359/0001-20
  • Managed FI-Infras: JURO11 (main)
  • JURO11 Net Assets: R$ 2,09 Bi
  • Taxa de adm: 1,00% a.a.

See our analysis of Sparta Administradora de Recursos →

JURO11 portfolio: what the fund invests in

FIC structure: ~99.7% of net assets in shares of the incentivized master fund (which invests in multi-sector incentivized debentures) + cash

AssetLocation% of NAVOccupancy
Aggregated portfolio of incentivized debentures — Energy sector (wind/solar/hydro generation + transmission)30.0%
Aggregated portfolio of incentivized debentures — Sanitation sector22.0%
Fiber optic, tower, and 5G infrastructure debentures15.0%
Toll road concessionaire debentures10.0%
Subway, BRT, public mobility concessions7.0%
Gas pipeline and distribution debentures6.0%
Waste, ports, other segments5.0%
Reverse repurchase agreements, LFTs, and fixed-income funds for liquidity5.0%

Concentration and diversification

HHI 0.18 — moderada.

BreakdownShare
By indexIPCA+ 88.0% · CDI 7.0% · Pre-fixado 5.0%

Price, P/BV and book value

Fund's P/BV.

last close R$ 94.05 · all-time low R$ 86.10 · high R$ 112.18 · book value per unit R$ 101.19.

Liquidity and trading

Average daily volume (21 sessions) of R$ 3,950,000 · 12-month average of R$ 3,850,000.

Reasonable liquidity. A R$ 100k position exits the same day; R$ 1M takes ~1.3 business days without moving the price. Typical retail investors (R$ 10-50k) face no liquidity friction. Institutional positions > R$ 5M require splitting over ~2 weeks.

JURO11 track record

JURO11 was launched in Dec/2021 with units at R$ 100 and accumulated a total return of 74.62% in ~4.5 years (unit price + dividends). 2024 was a negative year (-3.02%) with unit prices falling from R$ 112 to R$ 86 amid the opening of the real interest rate curve; 2025 rebounded strongly (+24.04%) with stable DPU at R$ 1.00/unit for 14 months. In 2026, DPU declined (R$ 1.00→0.75→0.50) and zeroed out in Jun/26 when book value fell below R$ 100 — distributions are made via compulsory amortization and there are no amortizable earnings when book value is below R$ 100. Net assets of R$ 2.09B with 93.7k unitholders. A Sharpe ratio of 0.02 since the IPO reflects modest risk-adjusted returns, typical of FI-Infras in a high Selic rate cycle.
PeriodWhat happened
IPOLaunch of JURO11 on B3 as an active management FI-Infra focused on multi-sector infrastructure incentivized debentures.
CRESCIMENTO INICIALStabilization of the initial portfolio and first months of monthly distributions.
EXPANSÃO MULTI-SETORPortfolio expands to 7 infrastructure sectors. High Selic rate (13.75%) favors carry.
DRAWDOWN (ADVERSE MTM)NEGATIVE year (-3.02%, Mais Retorno): unit price fell from R$ 112 (May/24) to R$ 86 (Dec/24) with the opening of the real interest rate curve.
ESTABILIZAÇÃO DPS R$ 1,00DPU stabilizes at R$ 1.00/unit monthly starting Feb/2025 — sustained for 14 consecutive months.
INFLEXÃO PONTUALDPU drops to R$ 0.75 in Apr/26 — first break in the R$ 1.00 sequence — under adverse MtM.

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