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Passive Equity

Top-notch Indexing Investment Team

21 members, including over 90% with master or higher degrees

Key portfolio management staff have 10 years of experience on average

Academic background ranging from mathematics to physics, financial engineering, computer, finance, etc.

6 members have overseas study & financial work experience

Focus on career development and promotion helps maintain a stable team structure

Diversified Product Lines

Indexing investment team manages 39 index funds, with total AUM RMB 47.4 bn, ranking top 5 in the industry. Among these, 18 ETFs managed, the most on the market

Led by flagship product CSI 500 ETF, product types covers market cap, sector, theme, smart-beta, cross border, and enhanced index funds, and covers the majority of A-share by market cap

Note:
1. ETFs marked with * has feeder fund, within which most has class-C shares;
2. AUM includes all classes of index mutual funds, structured funds, feeder funds, and enhanced index funds. Data from Wind, as of Aug. 31, 2018.

Outstanding Tracking Accuracy

In year 2017, index funds of China Southern achieved lowest tracking error, and tracking accuracy ranked 1st on the market

Over the recent 3 years, in comparison with peers, index funds managed by China Southern ranging from Shanghai-Shenzhen cross market (high management difficulty), single market, and factor index (high turnover ratio) product types has kept No. 1 tracking accuracy on the market

Quantitative System Support

Professional index fund investment system realizes refined, customized, and intelligent management

With years of development and accumulation, the platform has covered automatic trading, and will evolve towards all-weather AI trading, all-round risk monitoring, and all-process portfolio operation analysis

Well-rounded Risk Management

Industry Accolades

Funds under management pertains outstanding performance within each fund categories, and have been awarded Golden Bull Awards in index, all-equity, and partial-stock fund categories

Indexing investment team has twice been awarded Golden Bull Team; funds under management has received 7 Golden Bull Awards

China Southern CSI 500 ETF has received Golden Bull Awards in 2014, 2015, 2016, and 2017, 4 consecutive years since listed

In 2016, China Southern CSI 300 ETF and China Southern CSI 500 ETF Feeder Fund won “Golden Index Fund” in the 13th Golden Fund Awards.