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Company Profile

Company Overview

Established in 1998, Bosera was one of the first five mutual fund companies in China. Our mission is to create wealth for the investing public.

During the 9 years from 1998 to date, the number of the funds managed by Bosera has increased from only one closed-end fund with RMB2 billion (approximately USD260 million) in 1998 to 13 funds in total at present, including 4 closed-end funds and 9 open-end funds. By June 30 2007, the aggregate amount of assets managed by Bosera has exceeded RMB135 billion (approximately USD18 billion), which makes Bosera one of the largest fund management companies in China. Over the past few years, Bosera funds have paid dividends of more than RMB17.7 billion (approximately USD2 billion) in total to investors.

Figure 1: Assets under management of Bosera (as of Jun 30, 2007)

Funds under Management

Bosera offers a full spectrum of fixed income and equity products, including 4 closed-end funds (Yuyang Fund, Yulong Fund, Yuhua Fund and Yuze Fund) and 9 open-end funds (Bosera Value Appreciation Fund, Bosera FTSE/Xinhua A200 Fund, Bosera Cash Income Money Market Fund, Bosera Select Equity Fund, Bosera Thematic Sectors Equity Fund, Bosera Stable Value Short-term Bond Fund, Bosera Balanced Fund, Bosera Value Appreciation Fund ¢òand Bosera Services Sector Fund).

In December 2002, Bosera was one of the first investment managers appointed for the National Social Security Fund portfolios. Also, Bosera is one of only 15 investment managers in China approved to manage corporate pensions by the Ministry of Labor and Social Security in August 2005. Over 30 corporate companies have become to our pension clients occupied in many key business sectors, such as financials, automobiles, airlines, energy and mental.

Bosera Philosophy

Bosera is a knowledge-driven organization, always advocating standardized, streamlined and systematic operation. We impose great importance on teamwork and knowledge-sharing and require our employees to be responsible professionals with integrity.

We firmly believe that only when we have made contributions to society can our firm become an eligible participant in the industry and survive in the modern society with long-term sustainability.

Bosera Team

Bosera is powered by an open-minded and target-oriented management team consisting of personnel with different backgrounds, professional knowledge and skills to support each other, who enable the company to respond in a timely and effective manner to the drastic changes and ultimately achieve our goals.

Investment Philosophy

Discovering Investment Value is the resolute investment philosophy of Bosera.

Through in-house research, we emphasize the importance of fundamental analysis of the ever changing market. We will continually search for public companies with steady performance, core competitiveness and growth potential.

We adopt a multi-level investment strategy to identify high-quality companies that offer great growth potential with reasonable valuation.

Adhering to our investment philosophy, Bosera has been able to achieve solid investment performance and offer attractive returns to our investors.

IT Culture

With reference to information technology, IT culture is advocated within the entire company, namely ¡°applying IT in business and applying business in IT¡±. The investment, client relationship and knowledge management systems not only make the business of the company highly efficient and electronic, but also accumulate experiences in investment and marketing through the IT system.

Risk Control

We specify the control of various potential risks in each business target and designate responsibilities to each employee through the standardized work process, quantitative assessment system and automatic control measures.

The company has set up a Risk Control Committee under the Board of Directors, Compliance Department, and special posts for combined risk analysis and fund performance assessment. We also retain independent third parties to make regular risk assessment for comprehensive risk management.

Awards and Achievements

  • 2006 Star Fund Manager by Sohu.com
  • 2005 Most Improved Fund House (China) by Asia Asset Management
  • 2005 Most Trusted Fund House by Sina.com Finance
  • Morningstar¡¯s (China) Equity Fund Manager Prize 2003 for the fund management team of Bosera Value Appreciation Fund
  • 2003 China Fund House of the Year by Asia Investor

Contact Details
Headquarters:

29/F, ChinaMerchantsBankTower, No.7088 Shennan Road, Futian District, Shenzhen, 518040

Tel: +86-755-83169999, Fax: +86-755-83195190

Website:www.Bosera.com

E-mail: intl@Bosera.com

 

 

Bosera Asset Management is a leading asset manager offering individual investors and institutional clients complementary asset management disciplines.

Bosera Asset Management 2005. All rights reserved.