Active Equity
At China Universal,we have built our upmost strength on A-share investment, and further extended such capabilities in investing all China related assets including Hong Kong and U.S. listed names.
The strong and stable team, integrated investment and research platform as well as consistent and complete investment process are cornerstones for us to deliver prominent returns to our clients in the long term.
CUAM acts as the investment manager for China's National Social Security Fund, and also wins trust and reputations among other largest institutional investors in China.
Key Investment Strategies
-
Value -
Core -
Growth -
Sector
Fund Information
| Fund Name | Fund Code | Inception Date |
Portfolio Accumulated Return Since inception(%) |
Accumulated Return of Benchmark(%) |
Factsheet | |
|---|---|---|---|---|---|---|
| China Universal Advantage Fund | 519008 | 2005-08-25 | 1426.65% | 321.10% | ||
China Universal Advantage FundBenchmarkCSI 300 Index × 70% + SSE Government Bond Index × 30% Current Fund ManagerXu WANG Data as of August 22, 2025
 Detail (Chinese)
|
||||||
| China Universal Value Creation Fund | 005379 | 2018-01-19 | 63.06% | 8.19% | ||
China Universal Value Creation FundBenchmarkCSI 300 Index Yield*40% + Hang Seng Index Return Rate (using valuation exchange rate)*40% + China Fortune Comprehensive Fortune Index Yield*20% Current Fund ManagerXinwei HU Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Consumer Industry Fund | 000083 | 2013-05-03 | 414.80% | 152.53% | ||
China Universal Consumer Industry FundBenchmarkCSI Consumer Stamples Sector Index × 40% + CSI Consumer Discretionary Sector Index × 40% + SSE Government Bond Index × 20% Current Fund ManagerXinwei HU Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Value Selected Fund | 519069 | 2009-01-23 | 577.59% | 122.50% | Available upon request |
|
China Universal Value Selected FundBenchmarkCSI 300 Index × 80% + SSE Government Bond Index × 20% Current Fund ManagerJienan LAO Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Blue-chip Fund | 519066 | 2008-07-08 | 443.74% | 89.35% | Available upon request |
|
China Universal Blue-chip FundBenchmarkCSI 300 Index × 60% + SSE Government Bond Index × 40% Current Fund ManagerLekai ZHENG Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Medical Service Fund | 001417 | 2015-06-18 | 101.10% | -15.00% | Available upon request |
|
China Universal Medical Service FundBenchmarkCSI Health Care Index × 70% + ChinaBond Composite Index × 30% Current Fund ManagerWei ZHANG Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Social Responsibility Fund | 470028 | 2011-03-29 | 59.00% | 51.55% | Available upon request |
|
China Universal Social Responsibility FundBenchmarkCSI 300 Index × 80% + CSI Aggregate Bond Index × 20% Current Fund ManagerJie ZHAN Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Global Healthcare Fund | 004877 | 2017-08-16 | 133.79% | 46.93% | Available upon request |
|
China Universal Global Healthcare FundBenchmarkS&P Global 1200 Health Care Sector Index*40%+ CSI Health Care index*40%+ Current Fund ManagerWei ZHANG Data as of August 21, 2025
Detail (Chinese)
|
||||||
| China Universal Science and Technology Innovation Fund | 007355 | 2019-05-06 | 208.89% | 37.41% | Available upon request |
|
China Universal Science and Technology Innovation FundBenchmarkChina Strategic Emerging Industry Component Index Yield × 60% + ChinaBond Composite Index Yield × 30% + Hang Seng Index Yield × 10% Current Fund ManagerXiang MA Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Environmental Protection Fund | 000696 | 2014-09-16 | 63.28% | 25.47% | Available upon request |
|
China Universal Environmental Protection FundBenchmarkCSI Environmental Protection Industry Index × 80% + CSI Aggregate Bond Index × 20% Current Fund ManagerJian ZHAO Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Global TMT Fund | 001668 | 2017-01-25 | 318.79% | 58.19% | Available upon request |
|
China Universal Global TMT FundBenchmarkCSI Overseas China Internet Index*50%+ CSI Mobile Internet Index*50% Current Fund ManagerJin YANG Data as of August 21, 2025
Detail (Chinese)
|
||||||
| China Universal Global Consumer Fund | 006308 | 2018-09-21 | 140.11% | 70.28% | Available upon request |
|
China Universal Global Consumer FundBenchmarkCSI Consumer Staples Index*40%+Hang Seng Consumer Goods & Services Index*24%+ChinaBond Composite Index Total Return Index (Total Value)*20%+MSCI World Consumer Discretionary Index*8%+MSCI World Consumer Staples Index*8% Current Fund ManagerHuilian ZHENG Data as of August 21, 2025
Detail (Chinese)
|
||||||
| China Universal Research Selected Fund | 006696 | 2019-01-31 | 20.78% | 27.71% | Available upon request |
|
China Universal Research Selected FundBenchmarkCSI 300 Index*60%+Hang Seng Index*20%+ChinaBond Composite Index *20% Current Fund ManagerYaofeng HUANG,Jienan LAO Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal TMT Fund | 000697 | 2014-08-26 | 113.90% | 118.16% | Available upon request |
|
China Universal TMT FundBenchmarkCSI Mobile Internet Index × 80% + ChinaBond Composite Index × 20% Current Fund ManagerRuoyu SHEN Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Mid-cap Active Growth Fund | 008065 | 2020-03-13 | 30.77% | 22.82% | Available upon request |
|
China Universal Mid-cap Active Growth FundBenchmarkCSI 500 Index Yield * 80% + China Bond Comprehensive Full Price Index Yield * 20% Current Fund ManagerLei ZHENG Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Focused Growth Fund | 519068 | 2007-03-12 | 331.68% | 90.85% | Available upon request |
|
China Universal Focused Growth FundBenchmarkCSI 300 Index × 80% + SSE Government Bond Index × 20% Current Fund ManagerXiaoyang CHEN Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Health Care Fund | 470006 | 2010-09-21 | 173.07% | 61.42% | Available upon request |
|
China Universal Health Care FundBenchmarkCSI Health Care Index × 80% + SSE Government Bond Index × 20% Current Fund ManagerLei ZHENG Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Private Enterprise Vitality Fund | 470009 | 2010-05-05 | 608.74% | 115.78% | Available upon request |
|
China Universal Private Enterprise Vitality FundBenchmarkCSI POEs Composite Index × 80% + SSE Government Bond Index × 20% Current Fund ManagerXiang MA Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Contrarian Investment Fund | 470098 | 2012-03-09 | 369.42% | 78.28% | Available upon request |
|
China Universal Contrarian Investment FundBenchmarkCSI 300 Index Yield × 80% + SSE Government Bond Index Yield × 20% Current Fund ManagerChao DONG Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Stock Connect Large-cap Value Fund | 005504 | 2018-02-13 | -7.11% | 12.35% | Available upon request |
|
China Universal Stock Connect Large-cap Value FundBenchmarkHang Seng Index*65% + ChinaBond Composite Index Total Return Index (Total Value)*20%+ CSI Aggregate Bond Index*15% Current Fund ManagerJianwei CHEN Data as of August 22, 2025
Detail (Chinese)
|
||||||
| China Universal Culture Sports Entertainment Theme Fund | 004424 | 2018-06-21 | 128.43% | 14.63% | Available upon request |
|
China Universal Culture Sports Entertainment Theme FundBenchmark60%×CSI Culture & Sport Index Yield + 20%×Hang Seng Index Yield in CNY + 20%×ChinaBond Composite Index Full PriceIndex Yield Current Fund ManagerJin YANG Data as of August 22, 2025
Detail (Chinese)
|
||||||
Notes:
Note: For all mutual funds and service information, please refer to the Chinese website of China Universal Asset Management Company Limited (www.99fund.com).
正在载入……