Milestones

China Universal is one of the fastest-growing and well-respected asset managers in China. Our mission, in order of importance, is to enrich clients, empower employees, and reward shareholders.

2014

December

China Universal launched its 50th mutual fund.

July

China Universal River.Children Education-Aid Datong River Program was started in Qinghai.

June

6th China Universal Primary School sponsored by China Universal was set up.

May

Listed the first two RQFII Sector ETFs on the Hong Kong Stock Exchange.

2013

December

China Universal Life Science Investment Capital was set up.

September

Hosted the 2013 Roundtable Meeting of the Asian Corporate Governance Association (ACGA).

August

Four China Universal ETFs were incepted.

July

Season 6 of China Universal River.Children Education-Aid Program for Qingjiang River started in Enshi, Hubei

March

China Universal Capital Management Limited was set up.

January

China Universal Cash Express Money Money Fund was listed on the Shanghai Stocks Exchange.

2012

October

Started selling t+0 redemption money market fund online directly.

August

Cooperation with Brazil Stock Exchange.

August

China Universal Primary School sponsored by China Universal Foundation in Meigu county, Yetexi village was founded.

July

Season 5 of China Universal River.Children Education-Aid Program started in Liping, Guizhou.

June

Medium-Size and Small Enterprises Debt Business Seminar hosted by China Universal was held in Suzhou.

May

China Univsersal Investment Philosophy Seminar held in Hangzhou.

January

China Universal International Series - CUAM RMB Bondplus Fund, the first RQFII fund, is incepted.

2011

December

China Universal Asset Management (Hong Kong) is one of the first asset management companies to get a RQFII license.

September

China Universal Precious Metal Fund is incepted.

July

China Universal River.Children Education-Aid Program for Xiahe, Gansu was started

June

Morningstar collaborates with China Universal and becomes an integral part of China Universal's "Wealth Management Community".

2010

June

China Universal Asian Australian Mature Market ex-Japan Advantage Selected Fund, China's Universal's first QDII fund, is incepted.

May

China Universal Private-owned Enterprises Fund is incepted.

February

China Universal Asset Management (Hong Kong), a wholly-owned subsidiary of China Universal Asset Management, was granted License 4 and License 9 by Hong Kong Securities and Futures Commission (SFC) and formally commenced business of investment advisory and asset management.

2009

December

China Universal Return Fund is incepted.

September

Two One-to-Multiple Segregated Account Products of China Universal are appoved by CSRC among the first applications.

July

First SCI index fund in China, China Universal SCI Index Fund is incepted.

May

CSRC issues the official approval for the setup of China Universal Asset Management (Hong Kong) Company Limited.

January

China Universal Selective Equity Fund is incepted.

2008

July

China Universal Blue Chip Equity Fund is incepted.

March

First bond fund - China Universal Enhanced Bond Fund is incepted.

February

China Universal is granted the discretionary business license.

February

Becomes a member of the Asian Corporate Governance Association.

2007

December

Cooperates with Capital International, one of the world's largest mutual fund managers.

October

Obtains QDII (Qualified Domestic Institutional Investor) qualification.

March

China Universal Focus Growth Fund is incepted.

2006

August

China Universal Balance Growth Fund is incepted.

February

China Universal Money Market Fund is incepted.

February

Develops e-commerce to support online fund transactions.

2005

August

China Universal Advantage Fund is incepted.

February

China Universal Asset Management is officially established.

January

CSRC issues the official approval [Zheng Jian Ji Jin Zi [2005] No. 5] for the business opening of China.

Awards

Our strategy is simple: to be a world leader in the management of China-related assets through outstanding investment expertise, client service excellence, product innovation, and industry thought leadership.

2015

January - Asia Asset Management

"Best Bond House" in the China category of the 2014 Best of the Best Awards

2014

December - National Business Daily

"Golden Tripod - Best One-to-Multiple Segregated Account Brand"

July - Thomson Reuters

"First Half of 2014 China Fixed Income Market Outlook Award"

June - Securities Times

"Top 10 Star Fund Companies" in the Chinese Fund Industry Star Fund Companies Awards

June - EastMoney.com

"Best E-Commerce Platform"

June - China Capital Market Annual Conference

"The 9th Gold Abacus Award"

April - Shanghai Securities News

"Golden Fund - Top Companies"

April - Shanghai Federation of Labor

"Shanghai National May 1 Labor Medal of 2014"

January - Asia Asset Management

"Best Investor Education" in the China category of the 2013 Best of the Best Awards

2013

December - Securities Times

"Golden Abacus Innovation Award"

December - Economic Observer

"China Financial Excellence Award"

September - P5W.net

"Five Star Fund Brand"

August - 21st Century Media

"Asset Management Company with Best Investor Relations"

April - Shanghai Securities News

"10-Year Golden Fund - Excellent Company Award"

2012

December - China Communist Youth League Shanghai Committee

China Universal's River.Child Program was awarded "Young Volunteers Excellent Award 2011-2012"

April - Shanghai Civil Affairs Bureau

"Caring Enterprise" Award at the 2nd Shanghai Charity Awards

March - Phoenix New Media

"Most Influential Fund Management Investment and Research Team of 2011"

January - National Business Daily

"Best Investment and Research Team of 2011"

2011

September - FORTUNE China

Only Fund Manager to be awarded "Outstanding Employers - Best Companies to Work for in China"

April - Shanghai Securities News

"Golden Fund - Innovative Asset Management Company Award"

January - National Business Daily

"Golden Tripod - Best One-to-Multiple Segregated Account Brand"

2009

December - 2009 CBN Financial Value Summit

"Asset Management Company with Best Risk-Control"

September - Money Week

"Best Investment and Research Team of 2009"

March - Shanghai Securities News

"Golden Fund - Best Investor Relations"

2008

November - China Business News

"2008 Social Responsibility Award"

October - 21st Century Business Herald

"Best Investment Team of Chinese Asset Management Companies of 2007"

September - Money Week

"Most Respected China Fund Manager of 2008"

January - China Mainstream Media Finance League

"Most Valuable Asset Management Company"

January - 21st Century Business Herald

"Asset Management Company with the Best Corporate Governance of 2007"

2007

December - Southern Metropolis Weekly

"Most Credible Asset Management Company of 2007"

December - Money.Sohu.com

"Best Asset Management Company for E-Commerce"

September - Money Week

"Asset Management Company with the Best Investment Return of 2007"

September - Money Week

"Most Respected China Fund Managerof 2007"

May - Securities Times

"New Star Asset Management Company of 2006"

April - Shanghai Securities News

"Asset Management Company with the Most Potential"

January - China Securities Journal

"Best New Entrant of 2006"

2006

April - Securities Times

"New Star Asset Management Company of 2005"

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