- Investment Banking
- Asset Management
- Futures Business
- Cross-border Financial
- Fund Management
- Fixed Income Business
- Margin trading and short-selddng
- Stock Pledge
- Research Services
- Over-the-counter Market Services
- Agency Sale
- PB Services
- QFII
- Stock Options
- Equity Innovation Services
- Asset Securitization Services
- Brokerage Services
Fund Management
China Universal Asset Management Company Limited is a dynamic international fund company with a high starting point. It adheres to the corporate culture of "integrity, passion, teamwork, customer first and gratitude", and is committed to becoming a high-quality "happy fund".
After years of sparing no effort at building and adaptation, China Universal now has a corporate profile that seeks to develop synergies between its four large core business segments, namely, mutual funds, segregated accounts, international, and pension funds, and its five large investment segments of equities, fixed income, passive investment, overseas investment and alternative investment. It has also actively put in place segregated asset management, high-end client wealth management, internet financial services, equity investment and others, with assets under management in excess of Rmb240 billion. The mutual funds managed under the China Universal stable encompasses equity funds, index funds, hybrid funds, capital guarantee funds, bond funds, money market funds and QDII funds. At this time, it manages a total of 52 mutual funds, and its multiple product lines with different risk-reward characteristics are generally complete. China Universal aspires to be a stock pick expert in China's securities market, and has created a set of effective and unique equity research approach. Practice has proven that whether in a bull or bear market, China Universal is able to continue to tap and find a batch of quality companies that are able to yield high absolute returns. The investment results of the funds and wealth management products in its stable have, as a result, been well recognized by investors. The performance of its mutual funds has been tested in both bull and bear markets, and their respective long-term investment performance has continued to lead the sector. China Universal has also leveraged its strong innovative capability to lead the market over a long period of time, successfully issuing China's first exchange traded T+0 money market fund, wealth management fund, SSE Composite Index fund, precious metal fund, contrarian investment fund, privately-owned enterprise fund, and the first money market fund related repayment credit card. In 2011, the Company was awarded first prize in financial innovation in Shanghai, becoming the first fund company in history to receive this award.
China Universal is the earliest batch of asset management companies in the sector approved to set up an overseas subsidiary. China Universal Asset Management (Hong Kong) Company Limited has officially established in February 2010, and actively participated in the offshore asset management business. It is an important platform for China Universal Asset Management in developing cross-border business and cooperation. In December 2011, China Universal Asset Management (Hong Kong) Company Limited was awarded RQFII status (RMB Qualified Foreign Institutional Investor) and the first RQFII quota of Rmb1.1 billion. China Universal's RMB bond fund has become one of the earliest RQFII product to be issued and sold.
China Universal was one of the first in the sector to be granted a segregated account management license, and was the earliest to build a strong professional team to lead in launching a segregated account business, successfully creating the "China Universal Bull" segregated account brand. The Company has accumulated abundant segregated account asset management experience, and has achieved impressive investment management performance. The assets under management of China Universal's segregated accounts lead the sector, and the "China Universal Bull" brand has very strong public appeal and has won much public praise among high-end customers and core channels.
China Universal has been awarded the domestic mandated investment manager status by the National Council for Social Security Fund, and its investment performance has been outstanding.
In early 2013, China Universal established a subsidiary in Shanghai - China Universal Capital Management Company Limited - actively developing non-secondary market investment management activities, including gradually participating in asset securitization investment, infrastructure investment, private equity and other specific areas. At end-2013, China Universal funded and set up China Universal life Science Investment Capital Company Limited (Shanghai), and its business scope expanded to the primary market.
Even while each of its asset management business is flourishing, China Universal has continued to emphasize a comprehensive corporate governance system and a scientific corporate governance culture. It is the first Chinese member enterprise of the Asian Corporate Governance Association (ACGA). China Universal is committed to providing its staff a comprehensive personal career development program, and a good work and growth platform, working hard to create a joyful and simple work environment. Its employees have a high degree of loyalty and a strong sense of belonging. In 2011, China Universal was the only fund manager to be awarded "Outstanding Employers - Best Companies to Work for in China" by Fortune China.
Since incorporation, China Universal has won numerous awards. Other than winning at least two grand prizes of the "China Fund Industry's Golden Bull Awards" presented by China Securities Journal for three consecutive years (2006, 2007 and 2008), the selective fund, the health care industry fund, and the privately-owned dynamic fund, among others have also won numerous "Golden Bull Fund" awards. China Universal has also received a series of industry awards including "Most Respected Fund Manager Award", "Best Management Team", and "Best Investment Team". After 2011, China Universal again bagged numerous authoritative awards for 2012 from the big three securities related journals in 2013 (Golden Bull Award, Star Fund Award and Golden Fund Award), and was a Morningstar (China) 2013 finalist for equity funds. China Universal also received the 2014 Best Bond House award presented by Asia Asset Management magazine.
"A nine-storey tower began as a small mound, and a journey of a thousand miles begins with a single step". Since incorporation, China Universal has brought together Chinese and foreign elite with its first class corporate culture, developing product ranges attractive to the market, building highly efficient sales channels, providing high quality customer service, implementing first class investment risk management and adhering to an investment philosophy of long-term value based on deep-rooted fundamental research, rewarding investors with stable, long-term excellent investment performance.
Thanks to diligent teamwork by all staff, China Universal is committed to steadily grow into one of the best asset management companies in China by striving hard and tirelessly over the longer term to gradually become one of the best China related asset managers in the global asset management industry. It aspires to become one of China's asset management companies with the best team, the most influential brand and the most steady and outstanding performance in China's asset management industry.