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Active Equity

Leading Position in China Market

China Southern began equity investment in 1998 when the first closed-end fund Kaiyun Fund was launched.

China Southern has one of the most comprehensive equity product lines in China, and is leading the development of equity product innovation. The Company has also launched in China one of the first open-end funds, the first principal-protected fund, the first duplicated fund, the first LOF and the first fund that charges management fee only if the fund return is positive upon the end of closed operation.

As of 30 June 2018, China Southern managed 74 active equity funds with AUM around RMB 88.5 billion.

Top-notch Investment Team

China Southern has one of the largest and most experienced active equity investment team in China, including 74 professionals specializing in equity investment and research, as of 30 June 2018.

The average work experience of the portfolio managers in equity investment team is around 11 years.

The active equity investment team of China Southern remain stable and a low turnover rate.

Investment Management Process


Outstanding Long-term Performance

China Southern’s active equity funds have delivered stable performance since launch. Multiple equity funds have outperformed the market since inception, among which China Southern High Growth has cumulative return over 486%.

Fund Code Fund Name Inception Return Since Inception (%) Benchmark Return (%) Excess Return (%)
160106 China Southern High Growth 2005-07-13 483.86 167.72 316.13
160105 China Southern Active Allocation 2004-10-14 432.78 112.12 320.66
202001 China Southern Stable Growth 2001-09-28 395.17 76.59 318.59
202003 China Southern Good Returns 2006-11-16 338.89 126.21 212.68
202011 China Southern Selected Value 2008-06-18 285.71 34.96 250.75
150050 China Southern Emerging Consumption Enterprising 2012-03-13 185.18 73.13 112.05
202002 China Southern Stable Growth Ⅱ 2006-07-25 171.33 78.38 92.95
000527 China Southern Xinyouxiang 2014-02-26 145.30 47.76 97.54
202023 China Southern Selected Growth 2011-01-30 140.30 27.22 113.08
160127 China Southern Emerging Consumption Growth 2012-03-13 122.19 73.13 49.06
160133 China Southern Tianyuan New Industry 2014-07-03 121.96 54.54 67.43
202027 China Southern High-End Equipment 2012-09-25 95.69 25.00 70.69
000452 China Southern Health Care 2014-01-23 95.65 13.96 81.69
202005 China Southern Select 2007-05-14 90.43 11.35 79.07