Overview of Secondary Market Funds

Department Introduction

The secondary market fund business of China Everbright Limited is coordinated by its Asset Management Department, and two independent professional teams have been established to be respectively responsible for the operation of overseas and mainland businesses.

The overseas business is managed by an independent team of China Everbright Asset Management Co., Ltd. With Hong Kong as its base, this team professionally operates a licensed corporation in Hong Kong. Relying on the license issued by the Hong Kong Securities and Futures Commission, it focuses on the investment management business in the overseas secondary market.

The domestic business is in the charge of an independent team of Everbright Asset Management (Shanghai) Co., Ltd. Rooted in the mainland, this team professionally operates the domestic private securities investment fund management platform and is committed to providing customers with professional and customized secondary market asset management services.

Team Synergy Advantages

The two independent teams have the dual advantages of focus and synergy:

  • Professionalism and Focus: The two teams operate independently, conduct in-depth research, and formulate investment strategies that comply with local regulatory requirements and market characteristics.
  • Risk Isolation: Effective risk isolation has been achieved between domestic and overseas businesses to ensure compliant operations.
  • Cross-border Synergy: On the overall platform of China Everbright Limited, the two teams can share macro-research results and market insights, explore cross-border investment opportunities, and provide customers with comprehensive asset management solutions covering both regions.

The platform has relatively strong research capabilities and a sound investment decision-making mechanism and process. The company has built an investment service system featuring cross-market, cross-cycle, multi-variety, and multi-dimension. Team members have rich investment experience in domestic and overseas markets and can provide high-quality investment services. In addition, the team has strong product innovation capabilities. It can customize diversified products according to different investment needs and risk preferences of customers and provide personalized asset management solutions.

China Everbright Asset Management Co., Ltd. ("Everbright AM")

Founded in 1990, it is a wholly-owned subsidiary of China Everbright Limited Company Limited ("Everbright Holdings", stock code: 165). As an important pillar of Everbright Holdings' asset management platform, China Everbright Asset Management Co., Ltd. is mainly engaged in asset management, investment management, investment consulting and other businesses related to fixed-income and equity assets. It holds the Type 1 (Securities Trading), Type 4 (Advising on Securities), and Type 9 (Asset Management) licenses issued by the Hong Kong Securities and Futures Commission (Central Entity Number: AGC028).

Currently, the funds and portfolios managed by it include:

  • Everbright Convertible Bond Opportunity Fund
  • Everbright China Focus Fund

China Everbright Asset Management Co., Ltd. has a professional investment team with rich knowledge of the Greater China and international markets. We believe that based on years of experience in financial investment management business, the excellent long-term performance of flagship products, and a rigorous risk management system, we can keenly capture investment opportunities and create value.

Everbright Asset Management (Shanghai) Co., Ltd.

Founded in January 2011, it was registered as a private securities investment fund manager on February 15, 2015. On October 17, 2018, it obtained the investment advisory qualification and became a private securities investment fund manager that meets the conditions for providing investment advice of the Asset Management Association of China (the "3 + 3" investment advisory qualification). It has rich experience in multi-asset management such as domestic bonds, equities, and liquidity management.

We can provide customers with diversified fund strategies covering different risk preferences, specifically including the following three categories:

  • Mixed-type Funds
  • Equity-type Funds
  • Fixed-income Funds