Southern fund Management Company was approved by China Securities Regulatory Commission [1998] No.4 document, and was jointly established by Southern Securities Co., Ltd., Xiamen International Trust and Investment Company and Guangxi Trust and Investment Company.

1998: The first standardized closed-end securities investment fund in China managed by southern fund Management Co., Ltd.-Fund Kaiyuan (2.684, -0.0 1, -0.48%) was successfully issued and listed, which opened a new era for the fund industry in China.

September 2006 5438+0: southern fund Management Company launched the first batch of open-end funds-Southern Steady Growth Fund, leading the industry trend;

September 2002: southern fund Management Co., Ltd. took the lead in launching the first bond-type open-end fund in China-Southern Baoyuan Bond Fund;

June 5438+February 2002: southern fund Management Co., Ltd. won the first prize in the selection of national social security fund investment managers;

May 2003: southern fund Management Company once again took the lead in the industry, and launched the first domestic capital-guaranteed open-end fund-Southern Hedge Value-added Fund, and set a new record for domestic open-end funds with an initial scale of 565,438+93 million;

In March, 2004, Southern Cash Increase Fund set a new record for domestic open-end funds with 8.049 billion yuan, becoming the largest fund in China.

In August 2004, South Active Allocation Fund was officially issued, becoming the first listed open-end fund (LOF) in China.

In May 2005, the Southern High Growth Fund was officially launched.

In August 2005, southern fund Management Co., Ltd. obtained the qualification of the first batch of enterprise annuity fund investment managers;

On June 5438+ 10, 2006, the southern hedge fund opened its subscription for the second time, and the fund scale reached the upper limit within 10 days, and the open subscription was terminated early.

In February 2006, the registered capital of southern fund increased from 1 100 million yuan to10.50 billion yuan.

In March 2006, Southern Dolly was issued with an initial scale of 8.977 billion yuan.

In June 2006, investors in the first phase of Southern Hedge Fund held the fund for a hedging period, with a yield of 45.05%.

In June 2006, the Southern Steady No.2 Fund was issued with an initial scale of 5.257 billion copies, making it the first replicated fund in China.

In July, 2006, Masteel began to invest in southern fund, which was the first enterprise annuity in China.

In June, 2006, 165438+ 10, the Southern Growth Fund for Excellence was issued, with an initial scale of124.77 million copies, making it a 10 billion fund with the shortest issuance time until the end of issuance;

From June 5438 to 10, 2006, the unit dividend of Southern High Growth Fund reached 0.747 yuan, which was the highest single dividend of the fund, and attracted investors' enthusiastic subscription, with the subscription volume exceeding 654.38+000 billion yuan in two days.

In April 2007, the Southern Steady No.2 Fund was split, and investors subscribed enthusiastically. The daily subscription amount is about 30 billion yuan, and the proportion confirmation mechanism is started. The confirmed ratio is only about 1/4.

In May, 2007, due to the centralized subscription of the Southern Component Selection Fund transferred from the Southern Jinyuan Seal, the issuance ended on the day of issuance, and the issuance scale was close to the expected upper limit, with the issuance scale of 65.438+0.0759 billion yuan.

In July 2007, southern fund took the lead in obtaining QDII business qualification.