1. Fraud Alert: Click here to find out more
2. Effective from January 1, 2023, an additional withholding tax has been applied to gross proceeds from the sale of a Publicly Traded Partnership (“PTP”) and certain PTP distributions. Accordingly, new withholding tax arrangement has been adopted by EBSI. Please click here to find out more.

Asset Management

As an active asset manager, we use our knowledge and experience across public and private markets worldwide to develop bespoke multi-asset solutions for both retail and institutional clients through our licensed entities* and close cooperation with our parent company in the Mainland. Our investment products are:

Public Funds
 

Public Funds

 

Our public fund platform provides a range of unit trust, covers different asset classes, to develop a well-balanced and diversified portfolio for retail and institutional investors for the Asia-Pacific region.

To learn more about our funds**, please:

Everbright Income Focus Fund

  • click here for the prospectus and documents
  • click here for the fund prices

Everbright Greater China Opportunities Fund

  • click here for the prospectus and documents
  • click here for the fund prices
Private Funds
 

Private Funds

 

Tailored for institutional investors, corporate investors and high net worth individuals, our private funds creates exclusive investment opportunities with leveraged bond funds, private equity funds, hedge funds, and structured notes, regardless of the market sentiments.

Discretionary Account Management
 

Discretionary Account Management

 

Pursuing a customer centric approach for institutional investors, corporate investors, high-net-worth individuals and different types of customers, we tailor medium to long-term wealth management recommendations to cater for every customer’s specific investment needs and objectives.

QFII/RQFII Products
 

QFII/RQFII Products

 

We provide RMB Qualified Foreign Institutional Investor (RQFII) and Qualified Foreign Institutional Investor (QFII) products and services to expand investment choices for investors and meet their demand for investment in Hong Kong and the Mainland. At the same time, through close cooperation with our mainland parent company, we are committed to providing excellent cross-border integrated financial services.

* Operates via China Everbright Securities (HK) Limited and China Everbright Securities Asset Management Limited.  

** This fund is offered to retail and institutional clients, with China Everbright Securities (HK) Limited as the fund manager.

Our Products Type Investment Return Clients
Equity Fixed Income Alternative Absolute Relative Institutions Individuals PI
Everbright Greater China Opportunities Fund Mutual Fund (SFC authorized) YY YY     YY YY YY YY
Everbright Income Focus Fund Mutual Fund (SFC authorized)   YY   YY   YY YY YY
Private Funds Customized YY YY YY YY YY YY YY YY
Discretionary Account Management Customized YY YY YY YY YY YY YY YY