Mainland China(中国内地)
Active Equity Investment
  • Introduction
  • Highlights
  • Strategy Offerings
Introduction
E Fund provides comprehensive active equity investment solutions to our clients. We continuously improve our capability to deliver long-term sustainable alpha, with our growing asset base. Overtime, we have built up extensive strategy line-up with distinct and stable styles that have delivered proven multi-year track record.
Highlights
  • Multiple strategies on a shared platform
    E Fund active equity team has established a Big platform, diverse strategies model. Each strategy team has access to shared resources on a large platform including research, compliance, risk control, and trading functions. The strategy teams focus on generating insights and cultivating in-depth perspectives for investments. The specialization of work allows for efficient operations and facilitates ongoing reflection and improvement within the team. Meanwhile, we pay close attention to strengthening our process management and appraisal framework, guiding investment professionals to stable, distinct, and consistent investment styles.
  • In-depth research, long-term investment
    We hold an unaltered investment belief since establishment, which is, to discover intrinsic value through in-depth fundamental research for sustainable alpha. We foster a consistent investment culture by cultivating in-house talents and also set clear career paths for our investment professionals. With a multi-dimensional evaluation matrix, we guide them to conduct robust research, develop distinct perspectives, and invest for the long term.
  • A highly collaborative team
    E Fund active equity team consistently enhances internal communication and encourages idea exchanges among various strategy teams and research groups on the platform, cultivating a highly collaborative and sharing culture.
  • Refined process management
    E Fund active equity team emphasizes process management, where ideas for process improvement can originate from both top-level and frontline functions. By adopting an end-to-end management approach, we ensure the timely and effective implementation of ideas and changes. We are consistently enhancing our "big platform" to become more structured, specialized, and digitalized. This evolution guarantees reliable monitoring and systematic controls for all investment-related processes, enabling stable and efficient operations.
Strategy Offerings
  • Strategy
    Style
    Investment
    scope
    Strategy
    Inception date
    Flagship Fund
    Morningstar™ Rating 3Y
    • E Fund China High Conviction Equity Strategy
    • Value-Quality
    • China + Global
    • Sep 28, 2012
    • N/A
    E Fund Quality Value Fund
    110011
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China Healthcare Strategy
    • Thematic
    • China + Global
    • Aug 20, 2016
    E  Fund China Healthcare Strategy
    110023
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China Balanced Growth Strategy
    • Growth
    • All China (A+H)
    • Sep 28, 2012
    E Fund New Economy Fund
    001018
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China Opportunity Strategy
    • Value
    • All China (A+H)
    • Aug 20, 2010
    E Fund Ruiheng Fund
    001832
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China GARP Strategy
    • Growth-GARP
    • All China (A+H)
    • Jan 1, 2010
    E Fund Industry Elite Fund
    110015
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China A Next Generation Industrial Strategy
    • Growth
    • All China (A+H)
    • Dec 27, 2017
    E Fund China A Next Generation Industrial Strategy
    001856
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China Value Focus Strategy
    • Value
    • All China (A+H)
    • Aug 23, 2017
    E Fund China Value Focus Strategy
    007548
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China A Large Cap Strategy
    • Value-Index Enhanced
    • China A
    • Sep 28, 2012
    E  Fund China A Large Cap Strategy
    110003
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China A Stable Return Strategy
    • Blend
    • China A
    • Dec 25, 2018
    E Fund China A Stable Return Strategy
    001184
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China A Active Growth Strategy
    • Growth
    • China A
    • Nov 28, 2019
    E Fund China A Active Growth Strategy
    001475
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China A Cyclical Growth Strategy
    • Growth
    • China A
    • Apr 23, 2019
    E Fund China A Cyclical Growth Strategy
    002910
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China A ESG Focused Strategy
    • Value
    • China A
    • Feb 23, 2018
    E Fund China A ESG Focused Strategy (Segregated Mandate)
    • E Fund China A High Tech Strategy
    • Thematic
    • China A
    • Sep 27, 2016
    E Fund China A High Tech Strategy
    001513
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China A Contrarian Strategy
    • Blend-Contrarian
    • China A
    • Dec 27, 2017
    E Fund Kerui Fund
    003293
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return
    • E Fund China A Dynamic Strategy
    • Growth
    • China A
    • Dec 30, 2017
    E Fund China A Dynamic Strategy
    001437
    3Y
    5Y
    YTD
    Since Inception
    Cumulative return