Wanjia Funds is a public fund management company established in Shanghai in 2002, offering a variety of fund products including money market, bond, mixed, stock, index, and FOF funds.
Wanjia Funds operates under two brands, Wanjia Wealth and Wanjia Win-Win. Wanjia Wealth focuses on providing financial services to investors, while Wanjia Win-Win is a subsidiary of Wanjia Funds, an asset management company jointly established by public funds and third-party professional financial institutions.
The main businesses of Wanjia Wealth include the Fund Supermarket, Super Wallet, and Wanjia Pension:
- The Fund Supermarket offers services such as purchase, redemption, and regular investment plans for various fund products.
- The Super Wallet allows investors to manage cash conveniently.
- Wanjia Pension provides pension target fund products and related services to assist investors in pension planning.
The main businesses of Wanjia Win-Win include specific client asset management and other businesses permitted by the China Securities Regulatory Commission:
- In the domain of specific client asset management, Wanjia Win-Win offers customized asset management services for specific clients, covering asset securitization, fixed income, FOF, and equity investments. By deeply understanding clients’ needs and risk preferences, Wanjia Win-Win designs suitable investment plans for them to achieve asset appreciation goals.
- Wanjia Win-Win also conducts other related asset management businesses according to the regulations and approvals of the China Securities Regulatory Commission. The specific business scope may include operations related to securities, funds, asset securitization, etc.
The investment and research team of Wanjia Funds is divided into four segments: equity investment, fixed income, quantitative investment, and portfolio investment:
- The equity investment team covers various industry sectors and focuses on deep exploration of corporate value.
- The fixed income team concentrates on areas such as macroeconomics, credit, and convertible bonds with strict risk control.
- Quantitative investment uses systematic quantitative methods to provide investors with investment and trading tools with both configuration and transaction value.
- The portfolio investment team provides pension financial services to institutional or individual clients.
