E Fund Management (HK) Co., Ltd (“E Fund HK”) was established in 2008 and is licensed by the Securities and Futures Commission of Hong Kong to conduct Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities*. E Fund HK is a wholly-owned subsidiary of E Fund Management Co., Ltd (“E Fund”). As the international business platform of E Fund, E Fund HK provides asset management services in fixed income, equity, index and alternative investment for investors all over the world. Its award-winning products have been recognized by leading institutions such as Morningstar, Lipper, Asian Investor and Benchmark.
Established in 2001, E Fund is a leading comprehensive fund manager in China with branch offices in Guangzhou, Beijing, Shanghai, Shenzhen, Hengqin, Hong Kong, etc. As of the end of June 2023, E Fund and its subsidiaries had close to RMB 3 trillion (approx. USD 414 billion)** assets under management. E Fund and its subsidiaries hold various requisite qualifications for the provision of asset management business, including mutual fund, social security fund, pension insurance fund, corporate pension fund, segregated account, QDII and mutual fund investment advisory, QFII, RQFII, Stock Connect and offshore investment structures, offering investment management services across all major asset classes, including active equity, quant, index, fixed income, multi-asset, FOF and alternatives.
* For Type 1 regulated activity, the licensee shall only carry on the business of dealing in collective investment schemes. The terms "collective investment scheme" and "dealing" are as defined under the Securities and Futures Ordinance.
**Date from E Fund as of June 30, 2023. AuM includes subsidiaries.
Launched E Fund (HK) US Dollar Money Market Fund.
Launched Cayman Islands Registered Private Bond Fund.
Approved by the CSRC to issue RMB Qualified Foreign Institutional Investors (RQFII) investment products.
Founded in Hong Kong as one of the first wholly-owned offshore subsidiary set up by a Chinese asset manager.