Asset Management

SFC-authorized Unit Trusts & Mutual Funds

Overview

Overview

CLSA Asset Management Limited, founded in 2007, is an offshore asset management platform wholly owned by CLSA and directly managed by CITIC Securities. CLSA Asset Management Limited is regulated by the Hong Kong Securities and Futures Commission for type one, type four and type nine activities, including dealing in securities, advising on securities and asset management.

At CLSA Asset Management, we establish dimensional connections with the global financial markets and leverage our capacity as a business line embedded within CITIC Securities, a world leading investment group. Our efforts are devoted to navigating market related volatility and achieving steady growth and returns for our clients.

Active Investments

Focused on alpha driven investment strategies in Greater China with predominately long only approaches to both fixed income and equity. A full spectrum product toolkit covering multiple investment needs aligned to duration and risk profile. Products offered including Public Funds, Private Funds, Mandates and other alternative strategic solutions.

Fixed Income:

  • China USD bonds Stable Income Strategy
  • Short Duration Strategy
  • Fixed Income multi-currency RMB Total Return Strategy
  • Fixed Income Synthetic/Alternative Strategy

Equity:

  • Greater China (A+H) Long Only Strategy

Liquidity Management:

  • USD money market fund

Structured Investments

Structured investment solutions providing client-driven products and solutions across all asset classes, and with a special focus on cross-border solution.

Asset Class covered:

  • Money Market
  • Stock
  • Bond multi-strategy
  • Private/public funds
  • REITS
  • Fund of Funds

Quantitative Investment

Alpha oriented strategies with a strong emphasis on AI and machine learning

Portfolios:

  • China index enhancement product kit
  • China and US equity market natural
  • China

HONG KONG PUBLIC FUNDS

CLSA Short Duration China Bond Fund

CLSA Short Duration China Bond Fund (the “Sub-Fund”) is a sub-fund of CLSA Global Public Fund Series Open-ended Fund Company, which is a public open-ended fund company established under Hong Kong with variable capital with limited liability and segregated liability between sub-funds.

CLSA US Dollar Money Market Fund

CLSA US Dollar Money Market Fund (the “Sub-Fund”) is a sub-fund of CLSA Global Public Fund Series Open-ended Fund Company, which is a public open-ended fund company established under Hong Kong with variable capital with limited liability and segregated liability between sub-funds

Contacts

To submit a general enquiry, please email to investorservice@clsa.com.

To contact CLSA Asset Management Limited Office, Please refer the office location: 18/F, One Pacific Place, 88 Queensway, Hong Kong

Investment involves risk and you may not get back the amount originally invested. Past performance is not indicative of future performance. You should not make any investment decision solely based on this website and should read the relevant offering documents for details including the risk factors before making any investment decisions. If investment returns are not denominated in HKD/ USD, US/HK dollar-based investors are exposed to exchange rate fluctuations. You should ensure you fully understand the risks associated with the investment and should also consider your own investment objective and risk tolerance level. If in doubt, please seek independent financial professional advice.

This website is intended for Hong Kong residents only. Non-Hong Kong residents are responsible for observing all applicable laws and regulations of their relevant jurisdictions before proceeding to access the information contained herein.

SFC authorization is not a recommendation or endorsement of the Fund or its sub-funds, nor does it guarantee the commercial merits of the Fund or any of its sub-funds, or their performance. This does not mean the Fund or its sub-funds are suitable for all investors, nor is it an endorsement of their suitability for any particular investor or class of investors.

This website has not been reviewed by the Securities and Futures Commission of Hong Kong.