Shareholders structure

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

  • Guotai Haitong Securities Co., Ltd.

  • Guotai Junan Investment Management Co.,Ltd.

  • Shanghai Jinjiang International Investment Management Co.,Ltd.

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

  • Shanghai Sitico Assets Management Co., Ltd.

Achievements

Assets size

By the end of 2024, HuaAn Funds managed mutual funds with total assets under management (AUM) of CNY 410 billion excluding the AUM of money market funds.

Investment performance

According to the statistics of Haitong Securities Company Limited, by the end of 2024, HuaAn Fund's performance of active equity funds ranked 13 among 73 companies in the industry over the past ten years.(2015/1/2~2024/12/31)

Product portfolio

By the end of 2024, HuaAn Funds managed 275 mutual funds, with comprehensive product lines which covering active equity fund,hybrid fund,bond,money market fund,index fund,QDII,commodity fund,FOF,quantitative fund, etc., in order to meet the diversified investment needs of clients.

Client base

By the end of 2024, HuaAn Funds served over 1.3 billion individual clients and 30,000 institutional clients.

Team size

By the end of 2024, HuaAn Funds has 540 employees (excluding those of its subsidiaries), which including 203 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.

All information and illustrative text used in the website are used for reference only, in case of any conflict between such contents and relevant announcements and fund legal documents, the relative announcements and fund legal documents should prevail. Investors should be aware that all investments involve risks and should make investment decisions with caution.