January
2017

E Fund and State Street Global Advisors, each being one of the largest asset management institutions in China and the US respectively, jointly announced the signing of a Memorandum of Understanding. The two institutions will join hands to explore and develop strategic investment opportunities in the global market.

December
2016

E Fund was ranked among the top three in terms of scale of mutual fund management in 2016, with more than one trillion RMB of assets under its management. Further, the Company was ranked first in terms of scale of non-money market fund management and was among the top 10 in the industry in terms of performances in various funds such as active equity, fixed income, index and quantification.

December
2016

E Fund became a Qualified Basic Pension Insurance Funds Securities Investment Manager.

June
2016

E Fund and the European pension management company Netherlands APG Asset Management reached a consensus in establishing long-term strategic partnership.

April
2016

Last year, the rate of return on the trillion-dollar enterprise annuity marked a record high in eight years. E Fund took the lead in all respects and topped the list in individual items.

March
2016

The interbank local currency market best performance evaluation results of 2015 were announced. E Fund won the Best Asset Manager Award.

February
2016

A fixed income product under E Fund completed the first ever interest rate swap in the fund industry in China, signifying the official entry of the 20 trillion-dollar fund industry into the interbank interest rate swap market.

January
2016

The National Interbank Funding Center revealed the "Top 200 Interbank Local Currency Market Transactions of 2015". The trading volume of E Fund was ranked first among fund companies for the third year in a row and was the only fund company in the top 30 of 2015.

December
2015

E Fund ranked top in the industry in terms of mutual fund assets under management (excluding money market funds); In terms of fund performance in 2015, an equity balanced fund and an index fund under the management of E Fund both ranked top and a bond fund ranked second among all comparable funds, respectively.

November
2015

E Fund Management (HK) received three Offshore China Fund Awards from The Chinese Asset Managers Association of Hong Kong (HKCAMA) and Bloomberg.

October
2015

Three investment managers of E Fund were rated A by the National Council for Social Security Fund: Fei Lin, who managed the index investment portfolio; Jian Hu and Qinghua Zhang, who both managed the fixed income investment portfolio.

September
2015

E Fund Management Co., Ltd. set up the Global Investors Services Division, to execute the Company's strategic objective and positioning in the global market.

April
2015

The first Shanghai Stock Exchange listed classification fund, E Fund SSE 50 Index Classification Fund was officially launched, and USD 403 million was raised during the IPO.

March
2015

E Fund Management Co., Ltd. set up the Investment Banking Division, being the first fund manager in China carrying out buy-side investment banking business.

December
2013

E Fund launched its online exclusive fund, Juying Classification Bond Fund (Class A), via Taobao, the most competitive online trading platform in China. USD 90 million was raised during a three-day IPO. This is the first internet-customized fund in China, which represents a milestone of the development in Chinese internet financial market.

November
2013

The first commodity ETF of E Fund, E Fund Gold ETF was officially launched and USD 82 million was raised during the IPO.

June
2013

E Fund Asset Management Co., Ltd. was officially established to provide alternative asset management services approved by the Chinese Securities Regulatory Commission (CSRC).

November
2012

The first bond index fund of E Fund, E Fund China Bond New Composite Index Fund was officially launched, and USD 220 million was raised during the IPO.

September
2012

The first index classification fund of E Fund, E Fund SME Index Classification Fund, was officially launched, and USD 63 million was raised during the IPO.

August
2012

E Fund HSCEI ETF, one of the first cross-border ETFs in China, was officially launched.

December
2011

E Fund Assets Management (Hong Kong) Co., Ltd. became a qualified investment manager of mutual funds for RMB Qualified Foreign Institutional Investors (RQFII), approved by China Securities Regulatory Commission and formally approved by State Administration of Foreign Exchange on January 2, 2012.

January
2010

The first QDII fund of E Fund, E Fund Asian Elite Equity Fund, was officially launched, and USD 87 million was raised during the IPO.

December
2009

The first ETF feeder fund of E Fund, E Fund SZSE 100 ETF Feeder Fund, was officially launched, and USD 3 billion was raised during the IPO.

February
2008

E Fund Management Co., Ltd. obtained the qualification to engage in segregated accounts management business, approved by China Securities Regulatory Commission.

December
2007

E Fund Management Co., Ltd. obtained the qualification for qualified domestic institutional investors (QDII) to engage in overseas securities investment management business.

November
2007

E Fund Management Co., Ltd. established Guangdong E Fund Education Foundation, the first charity foundation in the industry to support and promote the development of education.

March
2006

The first ETF of E Fund, E Fund SZSE 100 ETF, was officially launched, and USD 642 million was raised during the IPO.

March
2006

E Fund Management Co, Ltd. signed the corporate pension investment management contract with a well-known state-owned enterprise in Guangdong and formally launched corporate pension business. It is also the first corporate pension investment management contract in the industry.

August
2005

E Fund obtained the qualification for corporate pension investment manager.

February
2005

The first money market fund of E Fund, E Fund Money Market Fund was officially launched, and USD 438 million was raised during the IPO.

October
2004

E Fund was selected by the National Council of Social Security Fund (NCSSF) and announced to the list of investment managers for the NCSSF mandates. With its excellent performance, E Fund stood out among the 29 participating fund managers and securities companies and obtained the qualification for NCSSF investment manager.

July
2004

E Fund officially introduced online fund trading business to the investors; investors may directly subscribe funds of E Fund through internet.

March
2004

The first index fund of E Fund, E Fund SSE 50 Index Fund, was officially launched, and USD 610 million was raised during the IPO.

August
2002

The first open-end mutual fund of E Fund, E Fund Stable Growth Fund was officially launched, and USD 565 million was raised during the IPO.

December
2001

E Fund successfully passed the field inspection on the preparation work for open-end fund organized by China Securities Regulatory Commission and foreign investment fund experts team and was highly praised.

June
2001

The first mutual funds of E Fund, Kehui, Kexiang and Kexun closed-end funds were respectively listed and traded on Shenzheng and Shanghai Stock Exchange.

April
2001

E Fund Management Co., Ltd. was officially established.

Our Profile

E Fund is one of the largest asset managers in China with over USD 189 billion AUM and over 67 million investors, as of December 31, 2017.

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