Home / Leaderboard / AEGON-Industrial Fund Management Co. Ltd.
AEGON-Industrial Fund Management Co. Ltd.
Zhuang Yuanfang · Mutual Fund · Value
AEGON-Industrial Fund Management Co., Ltd. is a leading Shanghai-based asset management joint venture established in 2003 between the Dutch financial services group Aegon N.V. and China's Industrial Securities. Known domestically as Xingzheng Global Fund Management, the firm rebranded in 2008 following Aegon's acquisition of a 49% stake. It is recognized as one of China's most successful mutual fund companies, specializing in equity, fixed-income, and multi-asset strategies with a strong emphasis on active management. The company was a pioneer in introducing socially responsible investment (SRI) and ESG frameworks to the Chinese domestic market. It maintains a distinguished reputation for a disciplined, research-driven approach and a commitment to long-term value creation for its diverse base of retail and institutional clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -40.4% |
| YTD return | -25.7% |
| Sharpe ratio | -4.18 |
| Win rate | 63% |
| AUM | $0.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.xqfunds.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 50.0% | -33.7% |
| LI | Li Auto Inc | 25.7% | -29.5% |
| HCM | HUTCHMED DRC | 16.5% | +3.6% |
| ONC | BeiGene, Ltd. | 7.8% | +2.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | BUY | ONC | 0.0% → 7.8% |
| Aug 10, 2026 | SELL | HCM | 16.6% → 16.5% |
| Aug 10, 2026 | SELL | BABA | 53.5% → 50.0% |
| Aug 10, 2026 | SELL | LI | 29.9% → 25.7% |
| Aug 3, 2026 | SELL | ONC | 7.8% → 0.0% |
Investment Style Analysis
AEGON-Industrial Fund Management Co. Ltd. is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $0.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Retail and Auto Manufacturers sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, AEGON-Industrial Fund Management Co. Ltd. made a significant move by increasing exposure to ONC. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
AEGON-Industrial Fund Management adheres to a core philosophy of maximizing the interests of fund holders through rational, scientific, and long-term value investing. The firm emphasizes rigorous fundamental research and stringent risk management to deliver stable, sustainable returns across market cycles. As a pioneer of responsible investment in China, the institution integrates environmental, social, and governance (ESG) factors into its investment evaluation and decision-making processes. Its strategy focuses on identifying high-quality companies with durable competitive advantages and sustainable growth potential while maintaining a disciplined approach to risk control.
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 AEGON-Industrial Fund Management Co. Ltd..
Similar Investment Style
Based on Value.
- Corstar Holdings, Inc. — Jeffrey J. Michael · 3M +14.0%
- Systematic Financial Management LP — Kenneth Burgess · 3M -7.0%
- Penn Capital Management Company, LLC — Richard A. Hocker · 3M -3.9%
- Reinhart Partners, LLC — James Reinhart · 3M +5.5%
Frequently asked questions
How is the simulated portfolio for AEGON-Industrial 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 AEGON-Industrial Fund Management Co. Ltd.'s largest holding?
As of the latest filing, AEGON-Industrial Fund Management Co. Ltd.'s top position is Alibaba Group Holding Ltd (BABA), representing 50.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is AEGON-Industrial Fund Management Co. Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of -40.4% with a win rate of 63%. Notably, the portfolio maintains a Sharpe Ratio of -4.18, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does AEGON-Industrial Fund Management Co. Ltd. primarily invest in?
AEGON-Industrial Fund Management Co. Ltd. has a strong preference for the Internet Retail sector, which makes up 50.0% of their disclosed assets. The portfolio also has exposure to Auto Manufacturers, indicating a specific thematic focus.
Is AEGON-Industrial Fund Management Co. Ltd.'s portfolio concentrated or diversified?
AEGON-Industrial Fund Management Co. Ltd. runs a highly concentrated portfolio with 4 disclosed positions. The top 3 holdings alone account for 92.2% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has AEGON-Industrial Fund Management Co. Ltd. performed in 2026?
Our AI-simulated model portfolio for AEGON-Industrial Fund Management Co. Ltd. tracks a Year-to-Date (YTD) return of -25.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Zhuang Yuanfang manage AEGON-Industrial Fund Management Co. Ltd. directly?
Yes, Zhuang Yuanfang serves as the key portfolio manager for AEGON-Industrial Fund Management Co. Ltd., overseeing the investment strategy and final capital allocation decisions.