Active Equity

Our active equity strategies are led by in-depth fundamental analysis, finding values to achieve sustainable and excess returns for our clients.

   

Why Choose Us?

 

A Winning Track Record and Extensive Coverage


Proven Leadership in the Industry

 

Performance that Exceeds Expectations


Key Product Strategies

 

 


Important Legal Information

Notes:

  1. Data source: E Fund, as of March 31, 2021;
  2. Fund investment is risky. The fund’s past performance and its current net asset value doesn’t predict its future performance. China’s fund industry is relatively new that doesn’t reflect all stages of the market development;
  3. E Fund Kehui was converted to open-end fund from close-end fund in October 9, 2008, so its benchmark has become as “60% × CSI 300 Value Index return+40% × ChinaBond” since then, rather than the “Shanghai A Index” from its inception date (January 25, 2001) to October 8, 2008; E Fund Kexiang was converted to open-end fund from close-end fund in November 13, 2008, so its benchmark has become as “80% × CSI Dividend Index return+20% × ChinaBond Aggregate Index return” since then, rather than the “Shanghai A Index” from its inception date (January 25, 2001) to November 12, 2008; E Fund Kexun was converted to open-end fund from close-end fund in December 18, 2007, so its benchmark has become as “80% × CSI 300 Index return+20% × ChinaBond Aggregate Index return” since then, rather than the “Shanghai A Index” from its inception date (January 25, 2001) to December 17, 2007; E Fund Kerui was converted to open-end fund from close-end fund in January 3, 2017, so its benchmark has become as “80% × CSI 300 Index return+20% × ChinaBond New Composite Wealth Index return” since then, rather than the “Shanghai A Index” from its inception date (March 12, 2002) to January 2, 2017.