E Fund Management (HK) offers a wide range of private funds with different investment objectives and risk features to capture investment opportunities in stock and bond markets in Greater China Area, emerging markets, Europe and America. During the past several years, we structure our investment portfolio in accordance with its characteristics to form a risk management system in order to control risks and ensure the value of the portfolio. E Fund (HK) concentrates on value investing, offering funds with steady performance, most of which outperform the industries and markets since launch. The private fund products issued and managed by E Fund Management (HK) include Cayman Islands registered funds and Luxembourg domiciled SICAV funds.
E Fund Management (HK) is uniquely positioned in the market which enables it to leverage its extensive knowledge, research capabilities and investment experience in China to deliver a range of high-value asset management or investment advisory services to institutional clients worldwide. To bridge overseas investors with China opportunities, E Fund Management (HK) is committed to utilize its local expertise to search for quality underlying assets in China, becoming the cross-border investment expert for overseas institutions, domestic retail and institutional investors investing in China and global markets.
Introduction to Discretionary Managed Account Services
E Fund (HK) provides tailored discretionary managed account services to different types of domestic and foreign investors through comprehensively understanding investor's demand for liquidity and return on investment, as well as risk appetite. In order to realize this, as investment manager, we utilize our advantages in professional asset management, research and product design and global multi-assets allocation.
Discretionary Managed Accounts allow more flexibility and investment strategy can be adjusted in response to investments requirements at any time to maximize the potential return. At present, we mainly provide the services to large-sized Chinese institutional clients, especially financial institutions, China-affiliated corporations with off-shore subsidiaries, as well as high net worth individuals. E Fund (HK) will focus on market opportunities and investors’ demand, and utilize regional advantages to actively initiate innovation in investment scope, domicile, investment strategies, product structure and client service, under the premise of fully meeting the regulatory requirements, providing quality products and long-term steady return to our clients.
Investment Scope:
Related Discretionary Managed Account Services
E Fund’s fund managers maintain online and offline interactive exchanges with customers, join them in discussions on market development, fund investment and wealth management planning as well as ideas and concepts sharing, and pay close attention to “upgrades” as needed by many customers. All of this is done while having established a multi-level customer service system for delivering a fast, comfortable service experience.
Information disclosure and customized services
