E Fund (HK) Select Bond Fund


The E Fund (HK) Select Bond Fund is a disciplined and diversified fixed income Fund that focuses on generating income and capital growth by investing in China and globally.

We recognize the transparent approach to investment and risk management, including a diversified portfolio with more than 100 issuers and 200 securities. While the research team for debt research outside China is not extraordinarily big, the team responsible for debt selection within China is notably strong with resources to support credit research, investment, and risk management.

Evidence of strong team management and structure, especially the use of multiple departments and functions to manage risk. Good explanation of how the Manager adapted to changing market conditions and interest rate expectations in the US to shift portfolio duration leading to the effective management of interest rate risk.

The Fund had net returns above-stated benchmark +301 or more basis points above benchmark on three years.

This Fund has been reviewed by three industry veterans of the Benchmark judging committee.

House Awards: Global Fixed Income
Hong Kong – Outstanding Achiever


ISIN: HK0000311867
Inception Date: 12/29/2016
AUM: –
Manager Name: –
Total Expense Ratio: –
3-Yr Return: –
3-Yr Max Drawdown: –

ESG Score: –
GC Score: –
Near-Term Score(<=2°C): -
Business Involvement:
Alcohol Involvement: -, …

Investment Style Consistency: 5.00
Environmental Consequence: 1.67
Stewardship – Engagement: 4.44

Contact Details:

Company Website: http://www.efunds.com.hk/

Name: Client Service

Title: –

Contact Number: +852 3929 0960

Email Address: clientservice@efunds.com.hk

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