CHINA UNIVERSAL ASSET MANAGEMENT

Facts and Figures

Since establishment in 2005, China Universal has set up its vision to become one of the best domestic asset managers investing China related assets. Our focus on long-term sustainable performance has won us recognition and trust from institutional investors, making us one of the largest pension managers in China, and the leading player with largest AUM of mandates from Chinese insurance companies

Retail: 61.5% Institutions: 38.5%

CUAM's AUM Growth (YoY) [1]

* Source: CUAM, as of Dec 31, 2023.

Milestone

2005

January

China Universal Asset Management was established in Shanghai, China

2005

August

China Universal successfully launched its first mutual fund product – CUAM Advantage Fund

2007

October

Obtained ODII license

2007

December

built up strategic cooperation with Capital International

2008

February

Joined the Asian Corporate Governance Association (ACGA), as the first financial institution in Mainland China

2008

April

Launched charity education program "River?Children"

2009

May

Approved to set up Hong Kong subsidiary

2009

July

Launched "Cash Pot", the first online distribution platform in China mutual fund industry

2010

February

Established China Universal Public Welfare Foundation, the first independent foundation among financial institutions in Shanghai

2010

May

Became the first to issue annual Social Responsibility Report in the industry

2010

December

Maintained the qualification as a fund manager for the National Social Security Fund mandates

2011

March

Launched CUAM Social Responsibility Fund

2011

December

CUAM (HK) obtained RQFII license and quota

2012

January

Launched the first RQFII fund – CUAM RMB Bondplus Fund in Hong Kong

2012

August

Signed Cooperation Memo with Brazil Stock Exchange

2013

March

Established China Universal Capital Management, widening the investment scope to alternatives

2015

July

Co-hosed an investment forum "Rising Currency" with ICBC in London

2015

December

Implemented Employee Stock Ownership Plan

2016

May

CUAM (HK) launched the first UCITS fund in Luxemburg, investing China high-grade bond through RQFII

2016

August

CUAM (HK) registered with Financial Services Commission (Korea) to expand international business in Korea

2016

December

Received approval for basic pension insurance fund management

2017

January

Initiated QDII product series and launched Global Mobile Internet Fund to invest overseas

2017

August

Global Healthcare Fund launched

2018

September

Added Global Consumer Fund into
CUAM QDII product series

2018

December

Launched the first Target Date Fund

2019

July

Won eight awards in China Life's Onshore
Investment Manager Awards, recognized
by long-term sustainable performance

2020

January

Donated RMB 3 million to set up a special fund to support health care workers involved in the fight against COVID-19.

2020

January

CUAM Foundation donated RMB 3 million to set up a special fund in Shanghai CUAM Public Welfare Foundation to support medical workers involved in the fight against COVID-19

2020

June

The 15th China Fund Industry Star Fund Awards: China Universal Focused Growth Hybrid Fund was rated as 10-Year Sustained Return Hybrid Star Fund, China Universal Consumer Industry Hybrid Fund was rated as Five-year Sustained Return Positive Hybrid Star Fund, and China Universal Blue-chip Hybrid Fund was rated as Five-year Sustained Return Balanced Hybrid Star Fund.

2021

June

Obtained pilot qualification of fund investment and consulting business

2021

July

Approved to set up CUA USA subsidiary

2021

October

Subscribed China Universal MSCI China A50 Connect ETF: RMB 200 million

2022

February

Launched joint donation action of "River ? Children - Gather Love Warm Winter", and donated 20,000 pieces of warm winter supplies to 10 CUAM primary schools across the country

2022

March - May

91 employees of CUAM were divided into two batches and worked in the company building for over 70 days to ensure the normal operation of all company businesses during the epidemic prevention and control period

2022

November

Released index brand "Grow Your Wealth With Index Powered by China Universal"

2023

April

Approved to set up Singapore subsidiary