Our Business at a Glance
To innovate the asset management industry by creating leading-edge investment solutions
Everbright persistently pursues its “Macro Asset Management” strategy, with specific focuses being placed on fund management and investment businesses, namely Primary Market Funds, Secondary Market Funds and Structured Financing & Investment. Moreover, being a substantial shareholder of China Aircraft Leasing Group Holdings Limited, Everbright is actively developing aircraft leasing business in China and emerging markets.
Our asset management products range from front-end private equity funds, venture capital funds, and sector focus funds to mid-term structured financing and investment products, mezzanine funds, back-end hedge funds, and bond investment funds. These products are primarily targeted at corporate clients and high-net worth personal clients. Our understanding of clients’ experience and our long-term investment philosophy provides favourable conditions for us to achieve higher returns.
As at 31 December 2022, 80 funds have been set up with total fundraising amount of HK$165.4 billion.
| Fund Type | Fund Name | Year of Launch | Investment Focus |
|---|---|---|---|
Primary Market FundsInvesting in unlisted enterprises and in those industries with long-term growth potential in China and Overseas |
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| Private Equity Funds | SeaBright China Special Opportunities Fund (SOF I) | 2004 | Manufacturing and servicing |
| China Special Opportunities Fund, L.P. (CSOF) | 2007 | Telecom, media, high-tech and consumer | |
| China Special Opportunities Fund III, L.P. (CSOF III) | 2010 | Agriculture, consumer goods, servicing & financial auxiliary | |
| Venture Capital Funds | Beijing Zhongguancun Investment Fund | 2007 | High-growth manufacturing, high-tech & servicing |
| Everbright Jiangyin Asset Investment Fund | 2009 | High-growth industries | |
| Everbright Guolian Fund | |||
| Structured Investment Business | RMB Mezzanine Fund I | 2012 | Onshore mezzanine opportunity |
| RMB Mezzanine Fund II | 2016 | Onshore mezzanine opportunity | |
| Sector Focus Funds | Everbright Ashmore China Real Estate Fund (USD) | 2009 | China Real Estate |
| EBA Real Estate | 2009 | China Real Estate | |
| Everbright Hero Fund | 2014 | Ying Li International Real Estate | |
| Everbright Medical and Healthcare Fund I | 2012 | Healthcare Industry | |
| Everbright Medical and Healthcare Fund II | 2015 | Healthcare Industry | |
| Everbright Jiangsu New Energy (low carbon) Fund | 2010 | New materials, environmental and energy saving | |
| Everbright Qiangdao New Energy (low carbon) Fund | 2013 | New materials, environmental and energy saving | |
| Everbright Zhengzhou Fund | 2016 | High-growth industries | |
| Shandong High-speed Everbright Industrial Fund | 2014 | Municipal, environmental protection & clean energy | |
| Everbright-IDG Industrial Fund | 2016 | Investment opportunities in sub-sector industries | |
| Everbright Zhongying Capital | 2016 | Pan entertainment industry | |
| Walden CEL Global Fund I | 2017 |
Semiconductor and electronic information industry |
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| Overseas Investment | CEL Catalyst China Israel Fund | 2014 | Innovative Israel enterprises |
| CEL Global Investment Fund | 2016 | Global opportunities | |
| Overseas High-Tech Field Investment Fund | 2017 | High technologies | |
| Everbright Overseas Infrastructure Investment Fund | 2017 | Global Infrastructure projects | |
Secondary Market FundsFocus on investment opportunities in listed securities. Provide more options via flexible asset allocation |
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| Equity Funds | Everbright China Focus Fund | 2012 | Equity product investment |
| Everbright Global Event Arbitrage Fund | |||
| Everbright Dynamic Alpha Fund | |||
| Fixed Income Funds | Everbright Dynamic Bond Fund | 2012 | Fixed income product investment |
| New Third Board Market Fund | New Third Board Market Fund | 2015 | China New Third Board Investment |
Everbright PrestigeA fund distribution platform, raising funds from HNW individuals onshore for investment in CEL and third-party products |
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| Asset management for specific clients | Everbright Prestige | 2014 | Everbright managed products |
Fund of FundsAs CEL’s first multi-strategy alternative investment fund, FoF can help diversify institutional investors’ portfolios |
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| Multi-strategy alternative investment fund | Multi-strategy alternative investment fund | 2015 | Market-leading private equity fund |
| Everbright-CMB Multi-strategy equity investment fund | Everbright-CMB Multi-strategy equity investment fund | 2017 | Market-leading private equity fund |
| CEL-Hunan Fund-of-Fund | CEL-Hunan Fund-of-Fund | 2018 | Market-leading private equity fund |
| CEL-Liyang Fund-of-Fund | CEL-Liyang Fund-of-Fund | 2018 | Market-leading private equity fund |
Long-term industrial investment
Participate in and nurture financial institutions that have the potential for long-term development
Fund Incubator
Support investment teams at the growth stage and to incubate quality private equity funds
Direct investment & Co-investment
Create positive synergies between its fund management and capital operations
Liquidity
Enhance its capital efficiency and improve cash flow through a treasury or wealth management model
