As the first fund company established in the industry, Huaan Fund has left many marks in the development history of Public Offering of Fund, China. Huaan Innovation, which was issued in September, 200012000, became the first open-end fund in the industry, which started the prelude that the asset scale of China fund industry exceeded one trillion. In June 2002, the first index-enhanced securities investment fund in China-Huaan SSE 180 index-enhanced securities investment fund was launched. From June 5438 to February 2003, the first money market fund in China, Huaan Cash Fuli Investment Fund, was launched. On June 5438+ 10, 2006, China's first overseas investment fund (QDII) was launched, creating a precedent for overseas investment. In September 2009, the first ETF connection fund in China, Huaan SSE 180ETF connection fund, was launched, which opened up a new situation of ETF sales in China. From April, 2065438 to April, 2002, the first batch of short-term financial management funds in China, Huaan Yueyuexin, was launched, with a total amount of nearly 30 billion, which opened the era of great development of domestic financial management funds.

In terms of investment philosophy, Huaan Fund pursues long-term stable returns and establishes a rational and steady corporate image. Many of its products have performed well for a long time. According to the data of Galaxy Securities Fund Research Center, its stock investment ability has been in the upstream for a long time, ranking first in 0 years 1 1/2. 7 years ago1/3; Top 1/4 five years. Shang Zhimin, chief investment officer, is the first fund manager of China open-end fund. He has managed four funds with different styles and won the title of "Golden Bull Award of China Fund Industry" for six times. He is one of the few fund managers in China with over 65,438+00 years of experience.

In terms of product performance, Anshun, a closed-end fund under Huaan Fund, was established from1June 19991May to 201June 30, 2002, with a cumulative net growth rate of 629.54%, while the Shanghai Composite Index rose by 55.87% in the same period. The hybrid fund product-Huaan Bao Li was established on August 24th, 2004. The cumulative yield was 396.57%, while the Shanghai Composite Index rose by 67.90% in the same period. Morningstar Fund was rated as a five-year "five-star fund" and a three-year "four-star fund", and won the Golden Bull Award in China fund industry seven times, which is the fund product that won the Golden Bull Award the most times in the market. Huaan Cash Fuli, the money fund, is the first money market fund in China, and its asset scale has always occupied a leading position in the industry. As of June 30th, 20 12, Huaan Cash Fuli Monetary Fund (Class A) has achieved a rate of return of 25.24% since its establishment, and the benchmark for the same period (pre-tax bank personal current savings rate) has achieved a rate of return of 5.04%. It has never lost money since its establishment nearly nine years ago, so it is more suitable as a cash management tool.