Company Introduction

E Fund Management (HK) Co., Ltd (“E Fund HK”) was officially 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*. 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.

E Fund, the parent company of E Fund HK, was founded in 2001 and headquartered in Guangzhou. It has branch offices in Beijing, Guangzhou, Shanghai, and subsidiaries including E Fund International Holdings Limited (with E Fund Management (HK) Co., Limited under it), and E Fund Asset Management Co., Ltd. E Fund has grown tremendously to become the largest integrated management corporations in China with total assets under management close to RMB 3 trillion as of Mar 31, 2023. (including E Fund HK and China subsidiaries)**. E Fund possesses provision of asset management services including China mutual funds, social security funds, pension insurance funds, corporate pension funds, segregated accounts, QDII, and for global investors: QFII, RQFII. 

* 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 and China Galaxy Securities Fund Research Center as of Dec 31, 2022.

History
2022

  • Launched E Fund (HK) HSI ESG Enhanced Index ETF*.

2021

  • Launched E Fund (HK) MSCI China A50 Connect ETF*.
  • Launched E Fund (HK) Multi-Income Bond Fund*.

2020

  • Launched E Fund (HK) Short-Duration Bond Fund*.

2018

  • Launched E Fund (HK) Hong Kong Dollar Money Market Fund*.
  • Launched E Fund (HK) Asia High Yield Bond Fund*.

2017

  • Launched E Fund (HK) US Dollar Money Market Fund*.
  • Launched Cayman Islands Registered Private Bond Fund.

2016

  • Launched E Fund (HK) Select Bond Fund*. 
  • Launched E Fund (HK) Greater China Leaders Fund*.
  • Launched E Fund (HK) Greater China Quality Growth Fund*.

2013

  • Granted a quota of US$100 million by SAFE under the Qualified Foreign Institutional Investors (QFII) program. This made E Fund HK the first batch of wholly-owned subsidiaries of Chinese ... more

2012

  • Launched first RQFII mutual fund - E Fund (HK) RMB Fixed Income Fund.

2011

  • Approved by the CSRC to issue RMB Qualified Foreign Institutional Investors (RQFII) investment products.

2008

  • Founded in Hong Kong as one of the first wholly-owned offshore subsidiary set up by a Chinese asset manager.

*This document is intended to be of general interest only. This document should not be construed as individual investment advice or offer or solicitation to buy, sell or hold any shares of fund. The information provided for any individual security mentioned is not a sufficient basis upon which to make an investment decision. Investments involves risks. Value of investments may go up as well as down and past performance is not an indicator or a guarantee of future performance. The investment returns are calculated on NAV to NAV basis, taking into account of reinvestments and capital gain or loss. The investment returns are denominated in stated currency, which may be a foreign currency other than USD and HKD (“other foreign currency”). US/HK dollar-based investors are therefore exposed to fluctuations in the US/HK dollar / other foreign currency exchange rate. Please refer to the offering documents for further details, including the risk factors.
Company News
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Awards
2022
  • The Chinese Asset Managers Association of Hong Kong (HKCAMA) and Bloomberg
    Offshore China Fund Awards 2022

    Greater China Fixed Income Best Total Return (Winner) (5 Years)——E Fund (HK) Select Bond Fund
    Greater China Fixed Income Best Total Return (2nd Runner-up) (3 Years)——E Fund (HK) Select Bond Fund
    Greater China Best Credit Hedge Fund (Winner) (1 Year)——A privately offered bond fund of E Fund HK
    Greater China Equity Best Total Return (2nd Runner-up) (5 Years)——E Fund (HK) China Equity Dividend Fund
    ETF Best Average Liquidity (2nd Runner-up) (1 Year)——E Fund (HK) MSCI China A50 Connect ETF

  • Metro Broadcasting and Hong Kong Coalition
    Corporate Contribution Award for the 25th Anniversary of Hong Kong's Return to The Motherland

    Corporate Contribution Fund Award—— E Fund Management (HK) Co., Ltd

  • Insurance Asset Management Association China
    IAMAC Recommends - Most Popular Investment Business Partners in Insurance Asset Management Industry in 2021

    Outstanding Overseas Business Partmers of China’s Insurance Asset Management-Open Market Operations——E Fund Management (HK) Co., Ltd

  • Metro Finance
    11th Annual RMB Business Outstanding Awards

    Excellence in Asset Management Services——E Fund Management (HK) Co., Ltd

  • China Securities Journal
    6th Overseas Golden Bull Award

    Three-Year Golden Bull Overseas China Equity Fund——E Fund (HK) Select Bond Fund

  • HR Asia
    HR Asia Best Companies to Work for

    HR Asia Best Companies to Work for in Asia 2022 - Hong Kong Region——E Fund Management (HK) Co., Ltd

  • FUTU Securities
    Golden Elephant Award 2022

    Best Business Partner Award——E Fund Management (HK) Co., Ltd

  • Lipper
    Refinitiv Lipper Fund Awards 2022

    Bond Global USD (3 Years)——E Fund (HK) Select Bond Class A (Acc) USD

  • Fund Selector Asia
    Fund Awards Hong Kong 2022

    Global Bond Platinum Award——E Fund (HK) Select Bond Fund

2021
  • The Chinese Asset Managers Association of Hong Kong (HKCAMA) and Bloomberg
    Offshore China Fund Awards 2021

    Greater China Fixed Income Best Total Return (Champion) (5 Years)——E Fund (HK) Select Bond Fund
    Greater China Fixed Income Best Total Return (Runner up) (3 Years)——E Fund (HK) Select Bond Fund
    Greater China Fixed Income Best Total Return (2nd runner-up) (1 Year)——E Fund (HK) Select Bond Fund
    Greater China Equity Best Total Return (2nd runner-up) (5 Years)——E Fund (HK) China Equity Dividend Fund

  • The Asset
    Triple A - Sustainable Investing Awards for Institutional Investor, ETF, and Asset Servicing Providers 2021

    China Offshore Asset Management Company of The Year (Highly Commended)——E Fund Management (HK) Co., Ltd

  • Hong Kong Ta Kung Wen Wei Media Group and Metro Finance
    Annual Forum of the Hong Kong Offshore RMB Business and RMB Business Outstanding Awards 2021

    Asset Management Business Awards——E Fund Management (HK) Co., Ltd

  • Bloomberg Businessweek/Chinese Edition
    Top Fund Awards 2021

    Fixed Income Investment Grade Bond (Best Performer)——E Fund (HK) Select Bond Fund

  • China Securities Journal
    5th Overseas Golden Bull Award

    Overseas Golden Bull China Equity Fund (3 Years)——E Fund (HK) China Equity Dividend Fund

  • BENCHMARK
    BENCHMARK Fund of the Year Awards 2021

    China Fixed Income (Outstanding Achiever)——E Fund (HK) RMB Fixed Income Fund
    Global Fixed Income (Outstanding Achiever)——E Fund (HK) Select Bond Fund
    RMB Fixed Income (Outstanding Achiever)——E Fund (HK) RMB Fixed Income Fund

  • FUTU Securities
    Golden Elephant Award 2021

    Best Popular Company Award——E Fund Management (HK) Co., Ltd
    Best Business Partner Award——E Fund Management (HK) Co., Ltd
    Popular Fund Product Award——E Fund (HK) Short-Duration Bond Fund
    Popular Fund Product Award——E Fund (HK) China Equity Dividend Fund

2020
  • WeLegal
    WeLegal In-house & Compliance Awards 2020

    Top 30 Most Potential Legal/ Compliance Team (Individual) ——E Fund Management (HK) Co., Ltd, (Legal and Compliance)
    Top 10 Most Potential Legal/ Compliance Team (Individual) Online Popularity——E Fund Management (HK) Co., Ltd, (Legal and Compliance)
    Top 10 Most Potential Legal/Compliance Team (Individual)——E Fund Management (HK) Co., Ltd, (Legal and Compliance)

  • The Asset
    Triple A - Asset Servicing, Fund Management and Investors Awards 2020

    China Offshore Asset Management Company of The Year (Winner) Overall——E Fund Management (HK) Co., Ltd

  • 21st Century Business Herald
    13th China Assets Management Golden Shell Award

    Excellent Comprehensive Strength Overseas Fund Company——E Fund Management (HK) Co., Ltd

  • China Securities Journal
    4th Overseas Golden Bull Award

    Overseas Golden Bull China Equity Fund (3 Years)——E Fund (HK) China Equity Dividend Fund

  • HKEX
    7th Annual RMB Fixed Income and Currency Conference

    Key Business Partner in FIC Market——E Fund Management (HK) Co., Ltd

  • Metro Finance
    9th Annual RMB Business Outstanding Awards

    Excellence in Asset Management Services——E Fund Management (HK) Co., Ltd

  • Bloomberg Businessweek/Chinese Edition
    Top Fund Awards 2020

    Equity of Greater China (Outstanding Performer)——E Fund (HK) Greater China Leaders Fund

  • The Chinese Asset Managers Association of Hong Kong (HKCAMA) and Bloomberg
    Offshore China Fund Awards 2020

    Greater China Fixed Income Best Total Return (3 Years)——E Fund (HK) Select Bond Fund
    Greater China Equity Best Total Return (3 Years)——E Fund (HK) China Equity Dividend Fund

  • BENCHMARK
    BENCHMARK Fund of the Year Awards 2020

    China Fixed Income (Outstanding Achiever)——E Fund (HK) RMB Fixed Income Fund
    Global Fixed Income (Outstanding Achiever)——E Fund (HK) Select Bond Fund
    China Income Equity (Best-In-Class)——E Fund (HK) China Equity Dividend Fund
    Temperature Alignment (Top Sustainable Mutual Funds)——E Fund (HK) Greater China Leaders Fund

  • FUTU Securities
    Golden Elephant Award 2020

    Best Popular Company Award——E Fund Management (HK) Co., Ltd
    Best Investment Education Award——E Fund Management (HK) Co., Ltd
    Best Business Partner Award——E Fund Management (HK) Co., Ltd

2019
  • Hong Kong Monetary Authority and Shenzhen Government
    Shenzhen-Hong Kong Financial Technology Innovation Award 2019

    2nd Prize of Financial Innovation——E Fund "Platform Alpha" Cross Border & Global Asset Management System

  • HKEX
    6th Annual RMB Fixed Income and Currency Conference

    Key Business Partner in FIC Market——E Fund Management (HK) Co., Ltd

  • Metro Finance
    8th Annual RMB Business Outstanding Awards

    Excellence in Asset Management Services——E Fund Management (HK) Co., Ltd

  • The Asset
    Triple A - Asset Servicing, Fund Management and Investors Awards 2019

    China Offshore Asset Management Company of The Year (Winner) Overall——E Fund Management (HK) Co., Ltd

  • The Asset
    Benchmark Review Awards 2019

    Asian G3 Bond Top Investment Houses——E Fund Management (HK) Co., Ltd

  • 21st Century Business Herald
    12th China Assets Management Golden Shell Award

    Most competitive fund subsidiary——E Fund Management (HK) Co., Ltd

  • Bloomberg Businessweek/Chinese Edition
    Top Fund Awards 2019

    RMB Bond of Mutual Funds (Best Performer) (1 Year)——E Fund (HK) RMB Fixed Income Fund
    RMB Bond of Mutual Funds (Best Performer) (5 Years)——E Fund (HK) RMB Fixed Income Fund

  • China Securities Journal
    3rd Overseas Golden Bull Award

    Overseas Golden Bull RQFII Fund (3 Years)——E Fund (HK) China Equity Dividend Fund
    Overseas Golden Bull RQFII Fund (1 Year)——E Fund CSI 100 A-Share Index ETF

2018
  • Metro Finance
    7th Annual RMB Business Outstanding Awards

    Excellence in Asset Management Services——E Fund Management (HK) Co., Ltd

  • Fundsupermart.com
    Annual Fund Picks Award 2018/19

    FSM Fund Picks——E Fund (HK) RMB Fixed Income Fund

  • The Asset
    Triple A - Asset Servicing, Fund Management and Investors Awards 2018

    Hong Kong Asset Management Company of The Year (Highly Commended)——E Fund Management (HK) Co., Ltd

  • 21st Century Business Herald
    11th China Assets Management Golden Shell Award

    Most competitive fund subsidiary——E Fund Management (HK) Co., Ltd

  • China Securities Journal
    2nd Overseas Golden Bull Award

    Overseas Golden Bull RQFII Fund——E Fund Citi Chinese Govt Bond 5-10 Yrs ETF

  • Bloomberg Businessweek/Chinese Edition
    Top Fund Awards 2018

    Equity of Greater China (Best Performer)——E Fund (HK) China Equity Dividend Fund
    ETFs of Fixed Income Catagory (Outstanding Performer) (NAV Total Return 1 Year)——E Fund FTSE Chinese Government Bond 5-10 Years Index ETF

  • The Chinese Asset Managers Association of Hong Kong (HKCAMA) and Bloomberg
    Offshore China Fund Awards 2018

    Best Onshore Asset Manager Supporting the Offshore Business——E Fund Management (HK) Co., Ltd
    Greater China Fixed Income Best Total Return (5 Years)——E Fund (HK) RMB Fixed Income Fund

2017
  • Quamnet
    Outstanding Enterprise Awards

    Outstanding Asset Management Company——E Fund Management (HK) Co., Ltd

  • KMHMEDIAGROUP
    KMHMEDIAGROUP Global 100

    RMB Asset Manager of the Year & Best Fixed Income Fund——E Fund Management (HK) Co., Ltd

  • Metro Finance
    6th Annual RMB Business Outstanding Awards

    Excellence in Asset Management Services——E Fund Management (HK) Co., Ltd

  • Lipper
    Lipper Fund Awards 2017

    Best Fund of China Yuan Bond (3 Years)——E Fund RMB Fixed Income Fund Class A (Dis) RMB

  • HKEX
    4th Annual RMB Fixed Income and Currency Conference

    Key Business Partner in FIC Market——E Fund Management (HK) Co., Ltd

  • Bloomberg Businessweek/Chinese Edition
    Top Fund Awards 2017

    ETFs of RMB Bond Category (Outstanding Performer) (NAV Tracking Error)——E Fund Citi Chinese Govt Bond 5-10 Yrs ETF
    ETFs of RMB Bond Catagory (Outstanding Performer) (NAV Total Return) ——E Fund Citi Chinese Govt Bond 5-10 Yrs ETF

  • The Chinese Asset Managers Association of Hong Kong (HKCAMA) and Bloomberg
    Offshore China Fund Awards 2017

    Best Tracking Error of ETFs (Winner) ——E Fund CSI 100 A-Share Index ETF

  • Hexun
    15th China’s Financial Annual Champion Awards

    Excellence in Asset Management Services——E Fund Management (HK) Co., Ltd

  • Zhitong Caijing & Sina Finance
    Golden Central

    Best Performing Asset Management Company Award——E Fund Management (HK) Co., Ltd

2016
  • Lipper
    Lipper Fund Awards 2016

    Best Fund of China Yuan Bond (3 Years)——E Fund RMB Fixed Income Fund(Class A)

  • Wealth & Finance
    Alternative Investment Awards 2016

    Best Fixed Income Fund (Since Inception)——E Fund (HK) RMB Fixed Income Fund
    RMB Asset Manager of the Year of China——E Fund Management (HK) Co., Ltd

  • Asian Investor
    Asian Investor Asset Management Awards 2016

    Best Fund House of the Year (China offshore)——E Fund Management (HK) Co., Ltd

  • Metro Finance
    5th Annual RMB Business Outstanding Awards

    Excellence in Asset Management Services——E Fund Management (HK) Co., Ltd

  • Bloomberg Businessweek/Chinese Edition
    Top Fund Awards 2016

    ETFs of RMB Bond Category (Outstanding Performer) (NAV Total Return)——E Fund Citi Chinese Govt Bond 5-10 Yrs ETF

  • BENCHMARK
    BENCHMARK Fund of the Year Awards 2016

    RMB Fixed Income (Outstanding Achiever)——E Fund Management (HK) Co., Ltd
    Onshore RMB Bond fund (Best-In-Class)——E Fund Citi Chinese Government Bond 5-10 Years
    Onshore RMB Bond fund (Best-In-Class)——E Fund RMB Mainland China Bond
    Onshore RMB Bond fund (Best-In-Class)——E Fund (HK) RMB Fixed Income(Class A)

2015
  • Metro Finance
    4th Annual RMB Business Outstanding Awards

    Outstanding RQFII Fund Management Services——E Fund Management (HK) Co., Ltd

  • Asian Investor
    Asian Investor Asset Management Awards 2015

    Best Chinese Domestic Fixed Income (Onshore) ——E Fund (HK) RMB Fixed Income Fund

  • Bloomberg Businessweek/Chinese Edition
    Top Fund Awards 2015

    ETFs of RMB Bond Category (Outstanding Performer)——E Fund Citi Chinese Govt Bond 5-10 Yrs ETF
    RMB Bond (Best Performer)—— E Fund RMB Fixed Income Fund (Class A & Class I)

  • The Chinese Asset Managers Association of Hong Kong (HKCAMA) and Bloomberg
    Offshore China Fund Awards 2015

    Most Successful New Comer——E Fund Management (HK) Co., Ltd
    Most International Recognized HKCAMA Member——E Fund Management (HK) Co., Ltd
    Greater China Fixed Income of Mutual Funds (Best Total Return) ——E Fund (HK) RMB Fixed Income Fund

  • BENCHMARK
    BENCHMARK Fund of the Year Awards 2015

    Onshore RMB Bond fund (Best-In-Class)——E Fund (HK) RMB Fixed Income Fund (Class A)
    RMB Fixed Income (Outstanding Achiever)——E Fund Management (HK) Co., Ltd

  • Hexun
    13th China’s Financial Annual Champion Awards

    Best Fund House (Overseas)——E Fund Management (HK) Co., Ltd

  • Asia Asset Management
    Asia Asset Management Best of the Best Awards 2015

    Best of the Best Country Awards - Hong Kong Best China Fund House

2014
  • Metro Finance
    3rd Annual RMB Business Outstanding Awards

    Outstanding RQFII Fund Management Services——E Fund Management (HK) Co., Ltd

  • ETF.com
    ETF.com Awards

    Most Innovative Bond ETF——Kraneshares E Fund China Commercial Paper ETF
    Best New Equity ETF——ETFS-E Fund MSCI China A GO UCITS ETF

2013
  • Metro Finance
    2nd Annual RMB Business Outstanding Awards

    Outstanding RQFII Fund Management Services——E Fund Management (HK) Co., Ltd

  • Asia Asset Management
    Asia Asset Management Best of the Best Awards 2013

    Hong Kong Best New ETF——E Fund CES China 120 Index ETF
    Asia Best New ETF——E Fund CES China 120 Index ETF

2012
  • Metro Finance
    1st Annual RMB Business Outstanding Awards

    Outstanding RQFII Fund Management Services——E Fund Management (HK) Co., Ltd

  • Asia Asset Management
    Asia Asset Management Best of the Best Awards 2012

    Hong Kong Best RQFII Manager——E Fund Management (HK) Co., Ltd