Fixed Income Investment
Fullgoal Fund brings deep expertise to fixed income investing in China. The company prides itself on its legacy as one of the first domestic fund companies that actively manages bond funds. Relying on a platform of proprietary credit analysis and global fixed income management expertise, Fullgoal Fund established its reputation as an innovator in China's investment management sector by launching the first domestic debenture bond fund, the first innovative close-end bond fund, the first credit bond structured fund, and the first floating rate bond fund domestically.
On average, each member of the fixed income investment team approximately eight years of working experience in the industry. Manager consistency also serves as a differentiating factor - the company's retention rate of the fund managers for the last five years has stayed among the top within the industry.
Equity Investment
Fullgoal Fund's equity investment platform is a unique proposition for China-based investors. The equity investment team style focuses primarily on growth stocks and adopts “bottom-up” selection approach. Fullgoal Fund also applies this philosophy when advising clients on individual stock allocations as opposed to more diverse positions.
As opposed to the market average, Fullgoal Fund's portfolios have low turnover ratio. Furthermore, the return rate of the company's funds for the last three years has outperformed various industry benchmarks and other companies within the industry.
Quantitative Investment
Fullgoal's quantitative investment team has a diverse range of experience within the A share market. The team is strongly versed across all domestic markets and can provide clients with informed decisions and real-time as and when the market moves.
Ms. LI Xiaowei, team leader, has broad quantitative investment and research experience in Asia Pacific, Hong Kong, and domestic equity markets, with international managers such as Barclays Global Investors (BGI). Her team manages the CSI 500 Index Fund which has gained excess earnings for two consecutive years and has become one of the top index funds available in China.
Informed Decisions: drawing on the in-depth analysis of proprietary and independent research.
Holistic Analysis and Development: taking a “bottom-up” approach when designing all products and solutions.
Client First: respecting the individuality and different investment styles of each client.
Long-term View: commitment to the pursuit of ensuring sustainable and consistent returns.
