HuaAn Fund is a public fund management company established in Shanghai in 1998 and is one of the first fund management companies approved by the China Securities Regulatory Commission. The following is the main development history of HuaAn Fund:
- 1998: Establishment of HuaAn Fund.
- November 2002: Launched the HuaAn SSE 180 Index Enhanced Securities Investment Fund (later renamed HuaAn MSCI China A Enhanced Index Fund).
- September 2009: Launched the HuaAn SSE 180 ETF Connection Fund.
- October 2010: Established a wholly-owned subsidiary in Hong Kong, HuaAn Asset Management (Hong Kong) Limited.
- December 2011: The Hong Kong subsidiary obtained RQFII (Renminbi Qualified Foreign Institutional Investor) status.
- May 2012: Launched HuaAn Yue Yue Xin Short-term Financial Debt Fund.
- June 2013: Launched Gold ETF and Connection Fund — HuaAn Gold Easy and Connection Fund.
- July 2014: Launched the Germany 30 (DAX) ETF and Connection Fund, focusing on investing in the German market.
- September 2018: Celebrated the 20th anniversary of HuaAn Fund.
- April 2019: Maintained a leading edge in major business innovations, seizing four innovative business opportunities.
- December 2020: Issued a cross-border CAC40ETF investing in the French securities market.
The main business qualifications of HuaAn Fund include the following aspects:
- Fund management qualifications: Qualified to initiate and manage fund operations.
- Fund sales qualifications: Can sell its own fund products as well as those from other institutions with which it has signed sales service agreements.
- Fund agency qualifications: Able to provide fund transaction agency services for investors, such as subscriptions, redemptions, conversions, custodian transfers, and regular fixed investments.
The products of HuaAn Fund mainly include the following categories:
- Active equity funds: Invest in high-growth and reasonably valued quality stocks.
- A-share index funds: Track various indices in the A-share market, such as the CSI 300 ETF, STAR Market Chip ETF, and CSI 500 ETF.
- Fixed income + funds: Invest in the bond market with appropriate equity asset allocation.
- Bond funds: Invest in the bond market, including the treasury and corporate bond markets.
- Overseas QDII funds: Invest in overseas markets such as the financial markets in the USA, Europe, and Asia-Pacific.
- Commodity and alternative investment funds: Invest in commodity markets or other alternative investment types, such as funds focusing on oil and copper or commodity-based funds.
- FOF (Fund of Funds): Invest in other fund products to create a multi-level portfolio management system.
- Cash management funds: Invest in money market instruments or short-term bonds to offer high liquidity and low volatility cash management services.
