RBIF11 — Rio Bravo ESG IS FIC FI-Infra

RIO BRAVO ESG INVESTIMENTO SUSTENTAVEL FIC FI INFRA — An infrastructure investment fund (FI-Infra under Law 12,431/2011) managed by Rio Bravo Investimentos, focused on Brazilian infrastructure debentures with tax incentives, ESG (Environmental, Social, Governance) integration, and the IS (Sustainable Investment) label in credit analysis.

Segment: FI-Infra · Multi-sector ESG (renewable energy + sanitation + transmission + transport) · Price R$ 76.39 · P/BV 0.8736 · BV/unit R$ 87.44 · Net assets R$ 75,88 Mi · 1,751 unitholders

What is RBIF11

RBIF11 (Rio Bravo ESG IS FIC FI-Infra) is a Brazilian REIT in the FI-Infra · Multi-sector ESG (renewable energy + sanitation + transmission + transport) segment. RIO BRAVO ESG INVESTIMENTO SUSTENTAVEL FIC FI INFRA — An infrastructure investment fund (FI-Infra under Law 12,431/2011) managed by Rio Bravo Investimentos, focused on Brazilian infrastructure debentures with tax incentives, ESG (Environmental, Social, Governance) integration, and the IS (Sustainable Investment) label in credit analysis.

Niche entry for small retail investors prioritizing ESG criteria—constrained by scale (R$ 76M net assets) and liquidity (R$ 173k/day)

This page gathers the factual snapshot of RBIF11 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.

RBIF11 numbers in 2026

  • Net assets: R$ 75,88 Mi
  • Book value per share: R$ 87.44
  • Number of shareholders: 1,751

Fees

  • Management Fee: 0,85% a.a.
  • Asset Management Fee (component): 0,80% a.a.
  • Performance Fee: N/D
  • Custody Fee: Incluida

Manager

Management: Rio Bravo Investimentos Ltda..

Rio Bravo Investimentos is an independent asset manager founded in 2000, with R$ 14.1 billion under management and a 25+ year track record. Its real estate credit product family includes RBHG11 (High Yield), RBHY11 (Yield), and RBIF11 (ESG FI-Infra); it also manages prominent brick-and-mortar REITs (RBVA11, RCRB11, RBRS11, TRBL11, RBFM11). In Mar/2025, it acquired JPP Capital, expanding its structured credit operations. RBIF11's differentiator: integrates ESG (Environmental, Social, Governance) criteria and the IS (Sustainable Investment) label into the fundamental credit analysis of incentivized debentures — a niche positioning in a market dominated by generalist vehicles. Limitation: public disclosure of management reports is inferior to Sparta, Kinea, BTG — the official website blocks scraping (HTTP 403).
  • Fundacao: 2000 (25+ years)
  • AuM total: R$ 14,1 Bi
  • FI-Infra/credit family: RBHG11 + RBHY11 + RBIF11
  • RBIF11 management fee: 0,85% a.a.

See our analysis of Rio Bravo Investimentos Ltda. →

RBIF11 portfolio: what the fund invests in

~90% in multi-sector ESG incentivized debentures + ~10% cash/fixed income

AssetLocation% of NAVOccupancy
Aggregated portfolio of incentivized debentures — renewable energy (wind/solar/hydro)35.0%
Aggregated portfolio of incentivized debentures — sanitation (water/sewage/solid waste)20.0%
Debentures from energy transmission concessionaires13.0%
Debentures for BRT, subway, electrified rail10.0%
Fiber optics and towers with ESG criteria7.0%
Toll road concessionaires with ESG footprint5.0%
Repo agreements, LFTs, and fixed income funds for liquidity10.0%

Concentration and diversification

HHI 0.21 — moderada.

BreakdownShare
By indexIPCA+ 82.0% · CDI 13.0% · Pre-fixado 5.0%

Price, P/BV and book value

Fund's P/BV.

last close R$ 76.39 · all-time low R$ 61.73 · high R$ 118.33 · book value per unit R$ 87.44.

Liquidity and trading

Average daily volume (21 sessions) of R$ 173,000 · 12-month average of R$ 180,000.

CRITICAL liquidity. A R$ 10k position exits on the same day; R$ 100k takes 1 business day without moving the price. R$ 500k+ requires 3+ split business days. R$ 1M+ is unviable without moving the price significantly. Typical retail investors (R$ 10k-30k) trade without friction; above that, the bottleneck appears quickly.

RBIF11 track record

RBIF11 was launched in Jun/2022 with units at R$ 100 and accumulated a total return of +23.62% in ~4 years (unit price + dividends) — modest performance vs. JURO11 (+74% in 4.5 years). 2025 was the turning point year (+27.15%) with DPU stabilizing at R$ 0.95-0.97 and an extra event in Dec/25 (R$ 1.80). YTD 2026 already accumulates +10.70% — suggesting a continuation of the positive trajectory. NAV grew only to R$ 76M in 4 years — slow fundraising vs. peers (JURO11 raised R$ 2B in 4.5 years). The base of 1,751 unitholders is VERY SMALL — a niche fund. A 12m Sharpe ratio of 0.65 indicates reasonable risk-adjusted returns in the short term; a total Sharpe of -0.29 reflects historical accumulated drawdowns (total volatility 27.24%).
PeriodWhat happened
REGISTRO CVM / IPOLaunch of RBIF11 on B3 as Rio Bravo's ESG IS FI-Infra focused on incentivized debentures with environmental, social, and governance screening.
FASE INICIAL DE CAPTACAOInitial fundraising amid rising Selic rates (13.25-13.75%). ESG portfolio construction.
CONSOLIDACAO DA CARTEIRAStabilization of the multi-sector composition with ESG filtering. Gradual decline in Selic rates (from 13.75% to 11.75%).
ANO DE TRANSICAOPerformance not explicitly reported by sources for this year — likely a negative or neutral year between 2023 (+7.48%) and 2025 (+27.15%).
ANO RECORDE +27,15%Best year since IPO. Recurring DPU rises to R$ 0.95-0.97/month with an extra event in Dec/25 (R$ 1.80).
PATAMAR ATUALMaintenance of recurring DPU at R$ 0.93-0.97. Unit price near 52-week high (R$ 78.40).

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