E Fund's Fixed Income Investment Philosophy
On the basis of in-depth research and by means of a combination of top-down and bottom-up approaches, managing risks for clients and creating continuous and stable values.
Leading Management Scale
As of September 30, 2017. E Fund managed USD 102.7 billion fixed income assets.Currently, E Fund manages 55 fixed income mutual funds of different types:
Comprehensive Product Line
- Bond (22)
- Balanced (20)
- Money Market (10)
- Short-term Wealth Management (3)
- E Fund Money Market Fund has been in operation for more than 10 years. As a liquidity management instrument, it is highly recognized by institutional investors. Class E, which was created in 2014 and traded on Shanghai Stock Exchange, enables T+0 settlements in the secondary market (where T represents transaction date).
- E Fund Swift Cash Money Market Fund is a wealth management product traded on Shenzhen Stock Exchange. In 2014, a secondary market access was created in addition to the exiting subscription/redemption model, and all-path T+0 settlements were achieved on the Exchange (where T represents transaction day), where fund shares can be redeemed or sold on the same day of subscription or purchase, seamlessly connecting to stocks and other Exchange listed investment instruments.
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.READ MORE
Professional Fixed Income Team
E Fund's fixed income team consists of 69 senior investment and research professionals.
It is one of the largest fixed income teams in the industry.
Top Interbank Trading Capabilities
E Fund has top interbank trading capabilities among fund managers in China.
- No.1 interbank trading capability: E Fund has ranked No.1 among fund-type institutions in terms of RMB-denominated trading volume in China’s interbank market for 3 consecutive years from 2014 to 2016, and ranked among top 100 among all market participants for 6 consecutive years from 2011 to 2016.
Outstanding Investment Performance
Since E Fund started managing bond funds in 2008, investment returns have constantly outperformed the bond market index.
Source of data: Wind, E Fund, as of September 30, 2017. Bond funds do not include short-term wealth management funds or money market funds.
Note: 1 USD = 6.6369 RMB