E Fund Management Co. LTD.
E Fund Management Co., Ltd. is the largest mutual fund manager in China, founded in 2001 and headquartered in Guangzhou. The firm provides mutual funds and customized asset management solutions to both onshore and offshore clients, including individuals, institutions, central banks, sovereign wealth funds, pension funds, and other large financial entities. With over 490 billion USD in assets under management as of the end of 2024, E Fund is a leader in responsible and sustainable investments and has over 354 employees, including more than 300 China-focused investment professionals.
Investment Strategy
E Fund Management delivers comprehensive investment funds and solutions for individuals and institutional investors, offering a diverse range of asset classes, including active equity, fixed income, cash management, multi-asset, index, FOF (fund of funds), quantitative, and alternative investments. The firm is recognized for a long-term, performance-driven investment approach and is a pioneer in responsible investment strategies in China, emphasizing mid- to long-term sustainable returns and bespoke service for a global set of clients.
Top Holdings
Equity Positions (391)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PDD | PDD Holdings Inc | 16.98% | $356.2M | 3,403,721 | $72.85 | $104.66 | -$55.0M |
M MSFT | Microsoft Corp | 8.22% | $172.4M | 346,573 | $362.18 | $497.41 | +$32.0M |
N NVDA | NVIDIA Corp | 7.19% | $150.8M | 954,553 | $89.63 | $157.99 | +$39.8M |
A AAPL | Apple Inc | 5.26% | $110.4M | 537,912 | $203.12 | $205.17 | -$29.5M |
A AVGO | Broadcom Inc | 3.38% | $70.9M | 257,274 | $156.36 | $275.65 | +$33.2M |