Active Equity Investment
  • Introduction
  • Highlights
  • Strategy Offerings
Introduction
E Fund provides comprehensive active equity investment solutions for clients. We continuously strengthen our ability to deliver sustainable long-term alpha while expanding our asset management scale. Over time, we have built a diversified strategy platform with clear and consistent investment styles, supported by a proven long-term track record across market cycles.
Highlights
  • Multiple strategies on a shared platform
    E Fund's Active Equity team operates on a large-scale platform built around a diversified multi-strategy model. Each strategy team benefits from shared platform resources, including research, compliance, risk management, and trading support, while maintaining a strong focus on generating insights and developing differentiated investment perspectives. This specialized division of responsibilities enables operational efficiency and continuous reflection and improvement across teams. At the same time, we strengthen process management and performance evaluation frameworks to guide investment professionals toward clear, differentiated, and consistent investment styles.
  • Driving investment excellence through research synergy
    We champion a collaborative environment that prioritizes deliberate cross-team synergy. Our Active Equity division merges broad platform research with specialized boutique-team perspectives, supported by structured exchanges and engagement initiatives. Through these collaborative structures, our investment professionals better align with our core values, expand their research scope, and optimize their frameworks to achieve sustained professional evolution.
  • Refining management precision through investment committee oversight
    The Active Equity team balances professional independence with rigorous guidance and risk prevention. Investment committees optimize the system top-down, while bottom-up data monitoring ensures closed-loop process management. This dual approach safeguards platform stability and ensures that individual investment styles remain clear and consistent.
  • Embracing new technologies to empower investment research
    We are committed to innovation through technology, leveraging digital and intelligent solutions to enhance every stage of the investment research process. By deeply integrating AIGC across a wide range of research and investment scenarios, we unlock the full potential of AI in areas such as intelligent investment analysis, risk management, and operational support. Through this approach, we are building a robust AI-driven ecosystem that strengthens research capabilities, improves decision-making, and supports sustainable investment excellence.
Strategy Offerings
  • Strategy
    Style
    Investment
    scope
    Strategy
    Inception date
    Flagship Fund
    Morningstar? Rating 3Y
    • E Fund China High Conviction Equity Strategy
    • Value-Quality
    • China + Global
    • Sep 28, 2012
    • N/A
    E Fund Quality Value Fund
    110011
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China Healthcare Strategy
    • Thematic
    • China + Global
    • Aug 20, 2016
    E Fund China Healthcare Strategy
    110023
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China Balanced Growth Strategy
    • Growth
    • All China (A+H)
    • Nov 13, 2008
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China Opportunity Strategy
    • Value
    • All China (A+H)
    • Aug 20, 2010
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China GARP Strategy
    • Growth-GARP
    • All China (A+H)
    • Jan 1, 2010
    E Fund Industry Elite Fund
    110015
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China A Next Generation Industrial Strategy
    • Growth
    • All China (A+H)
    • Dec 27, 2017
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China Value Focus Strategy
    • Value
    • All China (A+H)
    • Aug 23, 2017
    E Fund SOE Reform Fund
    001382
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China A Large Cap Strategy
    • Value-Index Enhanced
    • China A
    • Sep 28, 2012
    E ?Fund China A Large Cap Strategy
    110003
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China A Stable Return Strategy
    • Blend
    • China A
    • Dec 25, 2018
    E Fund China A Stable Return Strategy
    001184
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China A Active Growth Strategy
    • Growth
    • China A
    • Nov 28, 2019
    E Fund China A Active Growth Strategy
    001475
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China A Cyclical Growth Strategy
    • Growth
    • China A
    • Apr 23, 2019
    E Fund China A Cyclical Growth Strategy
    002910
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China A ESG Focused Strategy
    • Value
    • China A
    • Feb 23, 2018
    E Fund China A ESG Focused Strategy (Segregated Mandate)
    • E Fund China A High Tech Strategy
    • Thematic
    • China A
    • Sep 27, 2016
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China A Contrarian Strategy
    • Blend-Contrarian
    • China A
    • Dec 27, 2017
    E Fund Kerui Fund
    003293
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return
    • E Fund China A Dynamic Strategy
    • Growth
    • China A
    • Dec 30, 2017
    E Fund China A Dynamic Strategy
    001437
    YTD
    3Y
    5Y
    Since Inception
    Cumulative return