About Us

E Fund Today

About Us

E Fund Today

As China's largest integrated asset manager, E Fund is dedicated to creating long-term and sustainable value for all clients*. This is based on staying focused on our distinctive strengths: strong investment capabilities, robust research, prudent risk management and responsible approaches to investing.

Established in Guangzhou, China, in 2001, E Fund offers seamless investment solutions for its clients to help them meet their aspirations and goals, from one generation to the next.


*Note: As of March 31st 2021, E Fund's AUM in non-money market mutual funds and short-term ranked as the Top 1 in China's industry.


1

With Us, the Future Is Bright

1

With Us, the Future Is Bright

Everything we do strives to contribute to a bright future for our clients and their next generation. Enabled by our robust investment and research capabilities, and our diversified, open, entrepreneurial culture, we are committed to finding the right way to weather through investment challenges and grasp opportunities.


2

A Full Range of Solutions to Meet Your Needs

2

A Full Range of Solutions to Meet Your Needs

Our unique depth and breadth in investment expertise and experience enables us to consistently offer a value proposition that meets what our clients want, including a full range of investment strategies and solutions.


3

Rooted in Solid Research

3

Rooted in Solid Research

We take a holistic approach to our investment strategy, from how we invest to what we choose to invest in on behalf of our clients. This has resulted in a consistent market-leading position in terms of the total assets we manage.


4

Balancing Risk and Return

4

Balancing Risk and Return

We are fully committed to ensuring our clients – as well as our business overall – achieve their desired balance between risk and return. This stems from our focus on standardizing risk management to control and manage the investment risk from pre-investment through to after-sales service.


5

Taking Responsibility for Our Actions

5

Taking Responsibility for Our Actions

Being responsible is our guiding principle for what we do, whether it’s investing for the benefit of our clients, for our own business sustainability, or for the development of the investment management industry overall. This has also shaped who we are as a long-term investment partner.



By Numbers

The largest integrated mutual fund manager in China with over

RMB 2.5 trillion AUM*

About US$ 385 billion


Generated over

RMB 163.6 billion*

Approximately US$ 25 billion

dividends as a long-term investment partner



*Source: E Fund, as of June 30, 2021

AUM Growth (YoY)*

AUM Growth (YoY)*

AUM Growth (YoY)*

AUM Growth (YoY)*


Milestone

2001

April


E Fund Was Born

E Fund Management Co., Ltd was established in Guangzhou, China

2004

July


Launch of Digital Services

Debut of the online fund trading platform, empowering investors for fund subscription digitally with better accessibility and visibility

2004

October


Winning of NSSF Mandate

Qualified as a fund manager for the National Social Security Fund mandates by the authority

2005

August


Qualification of Annuity Services

Qualified as one of the first investment managers for enterprise annuity funds in China

2007

November


Establishment of Education Foundation

The Guangdong E Fund Education Foundation was established as an unprecedented charitable fund for education improvement and development

2007

December


Obtained the QDII Qualification

Obtained the Qualified Domestic Institutional Investor (QDII) qualification to invest foreign securities market

2008

August


Growing Footprint in Hong Kong

E Fund Management (HK) Co., Ltd. was set up, branching out investment services and operation to the global investment landscape

2011

December


Obtained the RQFII Qualification

E Fund HK obtained the Renminbi Qualified Foreign Institutional Investor (RQFII) qualification for direct investment in the mainland market

2013

June


Establishment of Alternative Asset Management Services

E Fund Asset Management Co., Ltd., a subsidiary of E Fund Management, was set up, widening the provision of investment solutions to alternative asset management

2015

December


Engagement to European Strategic Partnership

Signed MOU with an European asset manager Danske Capital to co-design and promote the best in class investment vehicles

2016

June


Joined Hands with the Largest European Pension Manager

Established a long-term strategic alliance with Europe’s largest pension fund provider APG, enhancing access to the local and global market

2016

December


Pioneer of Commodity Funds in China

Became the first fund manager in China with commodity funds covering both gold and crude oil after the launch of E Fund Crude Oil Fund

2016

December


Fully licensed of Pension Funds Management in China

Received all three major pension business qualifications in China with the approval for basic pension insurance fund management

2017

January


Advancement in the Global Market

Engaged State Street Global Advisors, world’s third largest asset manager, to seek strategic investment opportunities across markets

2017

March


Think Tank for Thought Leadership

Launched the Financial Future Planning Academy to provide thought leadership with Europe’s largest fund manager APG

2017

April


Signatory to the UNPRI

Became a signatory to the United Nations Principles for Responsible Investment, dedicated to incorporate ESG principles in business

2017

June


Recognition in Client Service Management

The first Chinese mutual fund manager to obtain international certification from the Customer Operations Performance Center

2017

September


First A-shares strategy with ESG Standards

Co-launched the first concentrated equities strategy that invests in China A-shares and adheres to sustainable & responsible investing frameworks and criteria

2018

April


Visit from the Dutch Prime Minister

Dutch Prime Minister Mark Rutte visited E Fund’s Guangzhou office, exchanged ideas with CEO Dr. Xiaoyan Liu and other representatives

2018

August


The Third Pillar for Comprehensive Retirement Coverage

Received the first batch of approval for its pension private target fund, supporting clients with comprehensive retirement coverage

2019

September


Launched E Fund ESG Responsible Investment Equity Fund

E Fund launched the first ESG mutual fund in mainland China using systematic ESG integration approaches.

2019

November


First China fixed income responsible investment strategy in China

E Fund and APG jointly launched APG-E Fund China Fixed Income Strategy, world’s first China fixed income responsible investment strategy with a strong focus on Sustainable Development Investment and ESG in China.

2020

February


Signatory to Climate Action 100+ Initiative

E Fund jointed the Climate Action 100+ Initiative as a lead engagement investor on climate change issues.

2020

December


Publicly support TCFD and the Paris Agreement

Continuing effort on climate change topic, E Fund become a public supporter of the TCFD recommendations and the Paris Agreement.

EXPLORE OUR
SOLUTIONS