URGENTE: O OUJP11 VAI ACABAR? | O Fato Relevante que derrubou o fundo

🎓 Want to follow the OUJP11 saga to its conclusion, with our analysis of each step of the assembly and what to do in each scenario? Join VAROS ACADEMY, our recommendation platform with portfolios of real estate funds, stocks, fixed income, international markets, and even cryptocurrencies 👉 https://varos.com.br/varosacademyutm_... OUJP11 fell 16.10% in a single month. Not in a stock market crash, not because of a default. It fell because of a document: a Relevant Fact published on June 1st that warns that the fund may cease to exist. In this video, we break down the Ourinvest JPP numbers since 2017 to show what kind of fund it really is and calmly explain what actually caused the share price to plummet. Spoiler alert: it wasn't the market thinking the fund had become bad. We start by comparing the fund to the IFIX (Brazilian Real Estate Investment Fund Index) and the IFIX paper index, go through the history since its inception, year-on-year returns, 1-year rolling windows, drawdown and volatility, and only then do we reveal the Relevant Fact: the sale of 100% of the assets to two different funds, the liquidation of OUJP11, and the three scenarios that are on the table for your money. If you are a shareholder, or are thinking of investing betting on a discount, this video is for you to understand exactly what you are voting on before the shareholders' meeting decides. 00:00 - Introduction: the 16% drop in one month 01:03 - Paper fund, IFIX and IFIX paper: the 3 definitions 02:29 - OUJP11 vs. Benchmarks in the last 12 months 03:17 - The fund's history since 2017 04:06 - Year-on-year returns 04:52 - 365-day moving windows: what if you had held on? 06:10 - Drawdown and volatility: the size of the pain 07:40 - The Relevant Fact and the fund's restructuring 09:05 - The three scenarios for your money Thank you and see you in the next video! ► Follow me on X: https://x.com/MonkenLukas ► Follow VAROS on X: https://x.com/varosbr ► LinkedIn:   / varos-brasil   #OUJP11 #OurinvestJPP #FII #FIIs #RealEstateFunds #PaperFund #CRI #IFIX #FIXPaper #FTRR #FatorRecebiveis #JPPA #JPPCapital #Restructuring #Liquidation #RelevantFact #Dividends #FixedIncome #VAROS #LukasMonken #FIIAnalysis #Investments #StockMarket #BestFIIs2026