E Fund's Active Equity Investment Philosophy

Striving to discover value on the basis of in-depth research and pursuing long-term and stable excess returns.

Leading Management Scale

As a leading equity investment manager in China, E Fund managed over 28.5 billion active equity assets as of September 30, 2017.
Currently, E Fund manages 31 active equity mutual funds of different types:

Note: 1 USD = 6.6369 RMB

Outstanding Investment Performance

Since E Fund started managing active equity funds in 2001, investment returns have substantially outperformed the stock market index.

Our Profile

E Fund is one of the largest asset managers in China with USD 179 billion AUM and 62 million investors, as of September 30, 2017.

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  Since 2001 Since 2007 Since 2012 Since 2015 Since 2017

E Fund Active Equity Funds

860.75% 222.64% 107.35% 52.21% 18.04%

Annualized Return

14.83% 11.51% 13.52% 16.52% 24.92%

SSE A-Shares Index

52.34% 25.17% 52.27% 3.53% 7.90%

Annualized Return

2.61% 2.11% 7.59% 1.27% 10.75%

E Fund's active equity funds have maintained stable and good track record since launch. Our major equity funds have outperformed the market since inception, among which Kexiang has cumulative rate of return over 1000%

Flagship Mutual Funds Performance

Fund Inception Return Since Inception Benchmark Return Excess Return
Kexiang 2001/5/25 1854.95% 98.20% 1756.75%
Kehui 2001/5/25 1109.34% 64.21% 1045.13%
Kexun 2001/5/25 718.00% 100.56% 617.44%
Stable Growth 2002/8/23 614.85% 99.26% 515.59%
Kerui 2002/3/12 593.13% 111.09% 482.04%
Strategic Growth 2003/12/9 543.58% 115.86% 427.72%
Active Growth 2004/9/9 540.99% 155.32% 385.67%
Value Select 2006/6/13 324.97% 165.83% 159.14%
Mid & Small Cap 2008/6/19 286.35% 70.26% 216.09%
Strategic Growth II 2006/8/16 226.64% 93.34% 133.30%
Industry Elite 2009/3/26 157.88% 47.83% 110.05%
Emerging Growth 2013/11/28 144.90% 38.77% 106.13%
Consumer Sector 2010/8/20 100.40% 53.40% 47.00%

Source of data: Wind, E Fund, as of September 30, 2017