Right Way, Bright Future
E Fund at a Glance
Established in 2001, E Fund Management Co., Ltd. (“E Fund”) is the largest fund manager in China with over RMB 3 trillion (USD 450 billion) under management.* It offers investment solutions to onshore and offshore clients, helping clients achieve long-term sustainable investment performances. E Fund's clients include both individuals and institutions, ranging from central banks, sovereign wealth funds, social security funds, pension funds, insurance and reinsurance companies, to corporates and banks. Long-term oriented, E Fund has been focusing on the investment management business since inception and believes in the power of in-depth research and time in investing. It is a pioneer and leading practitioner in responsible investments in China and is widely recognized as one of the most trusted and outstanding Chinese asset managers.
450
AuM in USD bn
23
Years of China local experience
200+
China Focused Investment Professionals
Source: E Fund, data as of Mar 31, 2024.
Our Culture
Learn more
Vision
A long-trusted world-class asset management company
Mission
Discover intrinsic value, create the future
Investment philosophy
Driven by in-depth research, time will reveal value
Business Structure
Portfolio Management
  • Active Equity
  • Fixed Income
  • Index Multi-Asset
  • Quant
  • Global Investment
  • Alternatives
  • FOF
  • Cash Management
Global Client Group
  • Retail
  • Domestic Institutions (ex Pensions)
  • Pensions
  • Global Institutions
Infrastructure
  • Risk Management and Compliance
  • Financial Technology
  • Data Governance & Support
  • Development Research Center

  • Product and Development

  • Fund Operations

  • Corporate Operations

Investment Advisory
  • Investment Advisory
Qualifications
We are one of the few asset managers in China holding all requisite licenses for the provision of asset management business, including mutual fund, social security fund, pension insurance fund, corporate pension fund, segregated account, QDII and investment advisory. For global investors, we provide investment services through QFII, RQFII, StockConnect and offshore investment structures.
Qualified Foreign Institutional Investors (QFII)
*Obtained by E Fund Management (HK) Co., Ltd.
Segregated Account
Pension Insurance Fund
Investment Advisory
RMB Qualified Foreign Institutional Investors (RQFII)
*Obtained by E Fund Management (HK) Co., Ltd.
Corporate Pension Fund
Mutual Funds
Qualified Domestic Institutional Investors (QDII)
Global Recognition and Awards
With stable and excellent past investment performance, E Fund has been widely recognized by industry and is one of the most awarded fund management companies in China.
Morningstar (China)
16
times won
Golden Bull Awards
93
times won
Golden Fund Awards
58
times won
Star Fund Awards
73
times won
Source: E Fund, data as of July 31, 2023.
Contact Us
For more information about E Fund and our products and services, please contact us at:
More Contact Information