Southern Fund Management Co., Ltd. (Southern Fund) was established in Guangdong in 1998 by several companies and is one of the first fund management companies in China. It provides clients with advisory services, financial products, and customer service.
Key milestones in the development of Southern Fund:
- 1998: Southern Fund Management Co., Ltd. was established.
- 2000 to 2003: Southern Fund underwent several capital increases and introduced multiple shareholder units, including Southern Securities Co., Ltd., Shaanxi International Trust and Investment Co., Ltd., Xiamen International Trust and Investment Company, Great Wall Securities Co., Ltd., Haitong Securities Co., Ltd., Industrial Securities Co., Ltd., Huaxi Securities Co., Ltd., and Huatai Securities Co., Ltd.
- January 2018: Southern Fund was fully restructured into Southern Fund Management Co., Ltd.
- July 2019: Four new shareholders were added—Xiamen Hezeji Enterprise Management Partnership (Limited Partnership), Xiamen Hezexiang Enterprise Management Partnership (Limited Partnership), Xiamen Hezeyi Enterprise Management Partnership (Limited Partnership), and Xiamen Hezeying Enterprise Management Partnership (Limited Partnership).
The main qualifications of Southern Fund include the following:
- Public Fund Management Qualification: Southern Fund is qualified to manage public funds and offers a variety of public fund products.
- Social Security Fund Management Qualification: Southern Fund manages social security fund investments, providing investment management services for social security funds.
- Enterprise Annuity Management Qualification: Southern Fund is qualified to manage enterprise annuity, providing asset management services for enterprise annuity plans.
- QDII Fund Management Qualification: Southern Fund is qualified to manage QDII funds, allowing Chinese investors to participate in overseas market investments, offering diverse offshore investment opportunities.
- Separate Account Investment Management Qualification: Southern Fund is qualified to manage separate accounts, providing customized investment management services for institutional clients.
- Basic Pension Insurance Fund Management Qualification: Southern Fund is qualified to manage basic pension insurance funds, providing investment management services for pension insurance funds.
- Fund Advisory Business Pilot Qualification: Southern Fund is qualified to conduct fund advisory business pilots, offering personalized investment advisory services to clients.
The main services of Southern Fund include the following:
Customer Service: Southern Fund offers multiple service channels, including a customer service hotline, official WeChat, online customer service, and app download to meet client needs.
Financial Products: Southern Fund offers a diverse range of financial products, including public funds, exclusive financial management, institutional financial services, and pensions to meet the needs of clients with different investment goals and risk preferences.
Advisory Business: Southern Fund provides advisory services to institutional investors, assisting clients in making investment decisions through investment analysis. Southern Fund has established the Sinan Advisory Platform, offering tailored services, full-market investment options, professional teams, and comprehensive management advisory services.
