Prosperity for the people
spread virtue to the world
COMPANY PROFILE
Funde Asset Management (Hong Kong) Company Limited ("Funde Asset (Hong Kong)") is a wholly-owned subsidiary of Funde Sino Life Insurance Co., Ltd. ("Funde Sino Life"). Established in 2012, Funde Asset (Hong Kong) holds Type 4 and Type 9 licences issued by The Securities and Futures Commission (SFC) of Hong Kong, which authorize it to carry out advising on securities and asset management regulated activities, respectively. Funde Asset (Hong Kong) adheres to the principles of "virtue, integrity, innovation, and excellence", and has accumulated years of experience in the global investment field, actively building an international investment platform for both domestic and overseas markets.
Company Development Timeline
Funde Asset (Hong Kong) was established with a registered capital of HKD 100 million.
December 2012
It was granted the Type 9 (Asset Management) and Type 4 (Advising on Securities) licences.
July 2013
It was appointed to manage QDII funds and securities assets overseas, with an initial entrusted asset under management of approximately HKD 5.5 billion.
September 2013
It continued to provided investment advices for Hong Kong Stock Connect products.
January 2017
It obtained the "Qualified Foreign Institutional Investor (QFII)" qualification granted by the China Securities Regulatory Commission, allowing it to raise funds from clients overseas and invest in Mainland China's securities
market.
market.
January 2021
It established an Open-Ended Fund Company (OFC).
March 2024
Entrusted asset under management exceeded HKD 20 billion.
June 2024
Funde Equity Investment Fund Management (Shenzhen) Co., Ltd.
Funde Equity Investment Fund Management (Shenzhen) Co., Ltd. ("Funde Equity") is a wholly-owned subsidiary of Funde Asset (Hong Kong). Its private equity investment funds focus on leading enterprises in industries such as information technology, high-end manufacturing, and healthcare. As of the end of 2023, Funde Equity has managed a total of 3 funds in China, with total asset under management (AUM) exceeding RMB 1 billion.
Two-way cross-border asset management channels
Funde Equity holds QFLP and QDIE qualifications in Shenzhen. The funds under management are established in Shenzhen and Hainan. It has accumulated extensive experience in cross-border asset management, and has established two-way cross-border asset management channels.
Stable team
The core management team of Funde Equity is consisted of personnel who have served in the asset management system of Funde Group for a long time. The team is stable, with most of the members having relevant experience in overseas asset management.
Core Investment
Strategy
1. Emerging Industry Equity Investment: Using S strategy and FOF strategy as the entry point to find sustainable and excellent enterprises as the core goal, empowering outstanding enterprises through investment.
2. Special Opportunity Investment: Utilize various means, including structured methods, with a focus on special opportunity investments, such as physical asset restructuring, debt restructuring, and corporate restructuring to achieve value restoration of special assets and long-term capital appreciation.