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Investing in the Future · Together

About UsFullgoal Fund

Established in

1999

Mutual Funds

370+

Awards

180+

Fullgoal Fund Management Company Limited was established on April 13, 1999, and is one of the first national fund management companies approved by the China Securities Regulatory Commission (CSRC), with a registered capital of CNY 520 million. Fullgoal is headquartered in Shanghai, with branches in Beijing, Chengdu, and Guangzhou, as well as subsidiaries in Shanghai and Hong Kong. Fullgoal Fund has obtained all relevant business licenses for asset management, making it one of the few "fully-licensed" asset managers in the industry. Its qualifications for asset management include public mutual fund, National Social Security Fund, basic pension fund, insurance assets, enterprise annuities, occupational annuities, designated client assets, QDII, QDLP, and fund investment advisory. Fullgoal Fund has a balanced shareholding structure with no controlling shareholder. Under the balanced equity structure, the management team is fully authorized, performance-oriented, and maintains prudent operations. In 2003, Bank of Montreal participated, making Fullgoal Fund the first joint-venture company among China's first 10 fund management companies.

Source:Fullgoal Fund,data as of Dec 31,2024.

Our vision

Fullgoal has accumulated rich investment management experience in the evolution of the Chinese capital market, continuously integrating advanced concepts and management techniques from foreign shareholders into various practices of corporate operation and management. This has enabled the provision of professional asset management services to investors.

Fullgoal will uphold long-termism, further enhance investment management capabilities, continuously improve compliance system and risk control, develop innovative and diversified products, and create more value for investors with sincerity and responsibility.

Mr. Chen Ge
Chairman of Fullgoal Hong Kong

Respect is a principle that Fullgoal has engraved over time.

Every employee embodies and upholds the principle, devoted to pursue profession and excellence.

We treat each other with courtesy, embracing differences, striving for progress, continually elevating Fullgoal to new heights.

Corporate Milestones

2024

Launched one of the first batch of CSI A500 Index funds - Fullgoal CSI A500 ETF

2024

Launched one of the first batch of CSI A50 Index funds – Fullgoal CSI A50 ETF

2023

Launched one of the first batch of Shenzhen Stock Exchange 50 Index funds - Fullgoal SZSE 50 ETF

2023

Launched one of the first batch of Information Technology Innovation Index funds - Fullgoal IT Innovation ETF

2023

Total asset under management exceeded 1.4 trillion yuan

2022

Shareholding structure adjusted as: Haitong Securities Co., Ltd. (27.775%), Shenwan Hongyuan Securities Co., Ltd. (27.775%), Bank of Montreal (27.775%), and Shandong Financial Asset Management Co., Ltd. (16.675%)

2022

Launched one of the first batch of Beijing Stock Exchange 50 Index funds - Fullgoal BSE 50 Index Fund

2022

Launched the first batch of individual pension products

2022

Launched one of the first batch of policy bank bond ETFs – Fullgoal Policy Bank Bond ETF

2021

Launched the "Fullgoal Invest Together" brand

2021

Issued the first interbank certificate of deposit index fund - Fullgoal Interbank Certificate of Deposit Index 7-Day Holding Fund

2021

Obtained the qualification for pilot of Fund Investment Advisory

2021

Launched the first public REITs - Fullgoal Innovative Water Utility REIT

2021

Total asset under management exceeded 1 trillion yuan

2020

Launched one of the first batch of Shanghai Gold ETFs – Fullgoal Gold ETF

2019

Achieved a Grand Slam in the provinces winning the bid for occupational annuity.

2019

Headquarters relocated to Century Link, Shanghai

2019

Launched the first closed-end fund for strategic placement in the STAR Board - Fullgoal Sci-Tech Thematic Three-Year Holding Fund (transformed into Fullgoal Innovation Enterprises Fund)

2019

Launched the first open-end fund investing in the STAR Board - Fullgoal Technology Innovation Fund

2018

Launched the first batch of pension target FOFs - Fullgoal Xinwang Stable Pension One-Year Holding FOF

2018

Registered capital raised from 3 billion yuan to 5.2 billion yuan

2017

Hosted the first Fullgoal Fund "Four Seasons Forum"

2016

Obtained the qualification for the investment manager of Basic Endowment Insurance Fund

2016

Fullgoal FTSE China Onshore Sovereign and Policy Bank Bond 1-10 Year Index ETF

2016

Registered capital raised from 300 million yuan to 3 billion yuan

2015

Obtained the qualification for "Qualified Foreign Institutional Investor" (QFII)

2013

Total asset under management exceeded 100 billion yuan

2013

Established Fullgoal Shanghai subsidiary

2012

Obtained the qualification for "Renminbi Qualified Foreign Institutional Investor" (RQFII)

2012

Established Fullgoal Hong Kong subsidiary

2012

Established Shanghai Fullgoal Environmental Protection Foundation

2012

Awarded the "Golden Fund · TOP Manager Award" by Shanghai Securities News

2012

Awarded the "Top Ten Star Fund Managers" by Securities Times for the first time

2011

Established Fullgoal Guangzhou branch

2011

Headquarters relocated to Shanghai International Financial Center

2011

Launched the first ETF tracking the Shanghai Stock Exchange Composite Index - SSE Composite Index ETF

2010

Obtained the qualification as the investment manager of National Social Security Fund

2010

Launched the first global bond fund in China - Fullgoal Global Bond Fund (QDII)

2010

Established Fullgoal Chengdu branch

2009

Launched the first active quantitative index enhanced fund in China - Fullgoal CSI 300 Index Enhanced Fund"

2009

Hosted the first "Forbes · Fullgoal China Best Financial Planner Selection" campaign"

2008

Obtained the qualification for "Specific Client Asset Management Business"

2008

Obtained the qualification for "Qualified Domestic Institutional Investor" (QDII)

2007

Headquarters relocated to Citigroup Tower, Shanghai

2007

Awarded the first "Top Ten Golden Bull Fund Managers" by China Securities Journal

2006

Registered capital changed from 120 million yuan to 180 million yuan

2006

Launched the first money market fund - Fullgoal Tianshi Fund

2005

Established Fullgoal Beijing branch

2005

Launched Fullgoal Tianhui Fund

2005

Qualified for the first batch of corporate annuity investment manager

2004

Shareholding structure changed: Haitong Securities Co., Ltd. (27.775%), Shenwan Hongyuan Securities Co., Ltd. (27.775%), Bank of Montreal (27.775%), and Shandong International Trust Investment Co., Ltd. (16.675%)

2004

Fullgoal Dynamic Balanced Fund (transformed into "Fullgoal Tianyuan SH-HK-SZ Fund") won the first "China Fund Industry Golden Bull Award" by China Securities Journal

2004

Launched Fullgoal Tianyi Fund

2004

Headquarters relocated to from Jinmao Tower to Haitong Securities Tower in Shaghai

2003

Launched the first open-end bond fund - Fullgoal Tianli Fund

2003

Bank of Montreal participated the shares, Fullgoal became the first foreign-funded public fund company among the first batch of fund managers in China

2002

Launched the first open-end hybrid fund - Fullgoal Tianyuan Fund

2002

The first Fullgoal Forum was incepted

2001

Fullgoal headquarter relocated from Beijing to Shanghai

2000

Listed Hanbo Fund (transformed into Fullgoal Tianbo Innovation Thematic Fund)

2000

Listed Handing Fund (transformed into CSI Dividend Index Enhanced Fund)

1999

Launched the second closed-end fund - Hanxing Fund (transformed into Fullgoal Consumer Thematic Fund)

1999

Launched the first closed-end fund - Hansheng Fund (later transformed into Fullgoal Tiansheng Fund)

1999

Fullgoal Fund Management Co., Ltd. was founded in Beijing

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