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%
* Source: CUAM, AMAC, as of Dec 31, 2023.
China Universal Asset Management was established in Shanghai, China
China Universal successfully launched its first mutual fund product – CUAM Advantage Fund
Obtained ODII license
built up strategic cooperation with Capital International
Joined the Asian Corporate Governance Association (ACGA), as the first financial institution in Mainland China
Launched charity education program "River?Children"
Approved to set up Hong Kong subsidiary
Launched "Cash Pot", the first online distribution platform in China mutual fund industry
Established China Universal Public Welfare Foundation, the first independent foundation among financial institutions in Shanghai
Became the first to issue annual Social Responsibility Report in the industry
Maintained the qualification as a fund manager for the National Social Security Fund mandates
Launched CUAM Social Responsibility Fund
CUAM (HK) obtained RQFII license and quota
Launched the first RQFII fund – CUAM RMB Bondplus Fund in Hong Kong
Signed Cooperation Memo with Brazil Stock Exchange
Established China Universal Capital Management, widening the investment scope to alternatives
Co-hosed an investment forum "Rising Currency" with ICBC in London
Implemented Employee Stock Ownership Plan
CUAM (HK) launched the first UCITS fund in Luxemburg, investing China high-grade bond through RQFII
CUAM (HK) registered with Financial Services Commission (Korea) to expand international business in Korea
Received approval for basic pension insurance fund management
Initiated QDII product series and launched Global Mobile Internet Fund to invest overseas
Global Healthcare Fund launched
Added Global Consumer Fund into
CUAM QDII product series
Launched the first Target Date Fund
Won eight awards in China Life's Onshore
Investment Manager
Awards, recognized
by long-term sustainable performance
Donated RMB 3 million to set up a special fund to support health care workers involved in the fight against COVID-19.
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
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.
Obtained pilot qualification of fund investment and consulting business
Approved to set up CUA USA subsidiary
Subscribed China Universal MSCI China A50 Connect ETF: RMB 200 million
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
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
Released index brand "Grow Your Wealth With Index Powered by China Universal"
Approved to set up Singapore subsidiary
@China Universal Asset Management Company Limited. All rights reserved. Shanghai ICP prepared No.05008079-4.IPv6 Enabled