Shareholders structure

HuaAn Funds has a registered capital of CNY 150 million, which is held by five large state-owned enterprises in Shanghai.

  • Guotai Junan Securities Co., Ltd.

  • Guotai Junan Investment Management Co.,Ltd.

  • Shanghai Jinjiang International Investment Management Co.,Ltd.

  • Shanghai Industrial Investment（Group）Co.,Ltd.

  • Shanghai International Group Assets Management Co., Ltd.

Achievements

Assets size

By the end of 2023, HuaAn Funds managed mutual funds with total assets under management (AUM) of CNY 350 billion excluding the AUM of money market funds.

Investment performance

According to the statistics of Haitong Securities Company Limited, by the end of 2023, HuaAn Fund's absolute return on equity ranked 21 among 121 companies in the industry over the past five years.（2019/1/2~2023/12/29）

Product portfolio

By the end of 2023, HuaAn Funds managed 248 mutual funds, amassing more than CNY 100 billion of dividends for investors.

Client base

By the end of 2023, HuaAn Funds served over 1.3 billion individual clients and 30,000 institutional clients.

Team size

By the end of 2023, HuaAn Funds has 505 employees (excluding those of its subsidiaries), which including 198 investment professionals.

Culture

Vision:

HuaAn Funds aims to become the most trustworthy and first-class asset management institution with global asset allocation capability and deep cultivation of China's capital market.

Management Philosophy:

Customer orientation; Stable operation; Rigorous & Honest; Profession & Diligence; Innovative & Transcendent; Cooperation & Collaboration; Sharing & Win-win; Open & Diversified.

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