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E Fund Management Co., Ltd.
Liu Xiaoyan · Asset Manager · Multi-Strategy
Established in 2001 and headquartered in Guangzhou, E Fund Management Co., Ltd. is the largest fund management company in China. The firm is a comprehensive asset manager offering a wide range of investment products including active equity, fixed income, index and passive funds, and quantitative strategies. It serves a global client base that includes individual investors and large institutions such as central banks, sovereign wealth funds, and pension funds. E Fund is recognized for its in-depth research capabilities and is a pioneer in responsible investment and ESG integration within the Chinese market, consistently ranking as a top-tier manager by assets under management.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -34.6% |
| YTD return | -21.4% |
| Sharpe ratio | -4.20 |
| Win rate | 23% |
| AUM | $4.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $4.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.efunds.com.cn |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 51.6% | -35.1% |
| PDD | PDD Holdings Inc. | 8.7% | -6.5% |
| JD | JD.com Inc Adr | 7.3% | -20.6% |
| NVDA | NVIDIA Corporation | 6.2% | +5.7% |
| TCOM | Trip.com Group Ltd ADR | 5.8% | -43.4% |
| AAPL | Apple Inc | 5.5% | +8.9% |
| ASML | ASML Holding NV ADR | 5.1% | -8.3% |
| AMD | Advanced Micro Devices Inc | 5.1% | +20.2% |
| BIDU | Baidu Inc | 4.8% | -1.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | TCOM | 6.1% → 5.8% |
| Sep 14, 2026 | BUY | ASML | 5.1% → 5.1% |
| Sep 14, 2026 | BUY | BIDU | 0.0% → 4.8% |
| Sep 14, 2026 | SELL | AMD | 4.7% → 5.1% |
| Sep 14, 2026 | SELL | PDD | 9.7% → 8.7% |
Investment Style Analysis
E Fund Management Co., Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $4.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Retail and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, E Fund Management Co., Ltd. made a significant move by increasing exposure to TCOM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
E Fund's core investment philosophy is based on the conviction that in-depth research and time reveal intrinsic value. The firm employs a long-term, research-driven approach to identify high-quality companies with sustainable growth potential and robust governance structures. By leveraging its comprehensive multi-asset research platform, E Fund integrates bottom-up fundamental analysis with rigorous risk management and ESG factors to deliver stable, long-term returns. The institution emphasizes disciplined investment processes and the belief that the discovery of intrinsic value is the most reliable path to capital appreciation over time.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with E Fund Management Co., Ltd..
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Frequently asked questions
How is the simulated portfolio for E Fund Management Co., Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is E Fund Management Co., Ltd.'s largest holding?
As of the latest filing, E Fund Management Co., Ltd.'s top position is Alibaba Group Holding Ltd (BABA), representing 51.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is E Fund Management Co., Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of -34.6% with a win rate of 23%. Notably, the portfolio maintains a Sharpe Ratio of -4.20, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does E Fund Management Co., Ltd. primarily invest in?
E Fund Management Co., Ltd. has a strong preference for the Internet Retail sector, which makes up 67.6% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is E Fund Management Co., Ltd.'s portfolio concentrated or diversified?
E Fund Management Co., Ltd. runs a highly concentrated portfolio with 9 disclosed positions. The top 3 holdings alone account for 67.6% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has E Fund Management Co., Ltd. performed in 2026?
Our AI-simulated model portfolio for E Fund Management Co., Ltd. tracks a Year-to-Date (YTD) return of -21.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Liu Xiaoyan manage E Fund Management Co., Ltd. directly?
Yes, Liu Xiaoyan serves as the key portfolio manager for E Fund Management Co., Ltd., overseeing the investment strategy and final capital allocation decisions.