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.
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.
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.
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.
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.
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.
RMB 2.5 trillion AUM*
About US$ 385 billion
RMB 163.6 billion*
Approximately US$ 25 billion
*Source: E Fund, as of June 30, 2021
AUM Growth (YoY)*
AUM Growth (YoY)*
E Fund Management Co., Ltd was established in Guangzhou, China
Debut of the online fund trading platform, empowering investors for fund subscription digitally with better accessibility and visibility
Qualified as a fund manager for the National Social Security Fund mandates by the authority
Qualified as one of the first investment managers for enterprise annuity funds in China
The Guangdong E Fund Education Foundation was established as an unprecedented charitable fund for education improvement and development
Obtained the Qualified Domestic Institutional Investor (QDII) qualification to invest foreign securities market
E Fund Management (HK) Co., Ltd. was set up, branching out investment services and operation to the global investment landscape
E Fund HK obtained the Renminbi Qualified Foreign Institutional Investor (RQFII) qualification for direct investment in the mainland market
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
Signed MOU with an European asset manager Danske Capital to co-design and promote the best in class investment vehicles
Established a long-term strategic alliance with Europe’s largest pension fund provider APG, enhancing access to the local and global market
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
Received all three major pension business qualifications in China with the approval for basic pension insurance fund management
Engaged State Street Global Advisors, world’s third largest asset manager, to seek strategic investment opportunities across markets
Launched the Financial Future Planning Academy to provide thought leadership with Europe’s largest fund manager APG
Became a signatory to the United Nations Principles for Responsible Investment, dedicated to incorporate ESG principles in business
The first Chinese mutual fund manager to obtain international certification from the Customer Operations Performance Center
Co-launched the first concentrated equities strategy that invests in China A-shares and adheres to sustainable & responsible investing frameworks and criteria
Dutch Prime Minister Mark Rutte visited E Fund’s Guangzhou office, exchanged ideas with CEO Dr. Xiaoyan Liu and other representatives
Received the first batch of approval for its pension private target fund, supporting clients with comprehensive retirement coverage
E Fund launched the first ESG mutual fund in mainland China using systematic ESG integration approaches.
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.
E Fund jointed the Climate Action 100+ Initiative as a lead engagement investor on climate change issues.
Continuing effort on climate change topic, E Fund become a public supporter of the TCFD recommendations and the Paris Agreement.
