Scale, products, and services are fully strengthened: How will E Fund reshape the index investment ecosystem?

In the third quarter of 2025, the Chinese public fund industry achieved a breakthrough growth in the background of a warming capital market, with both the overall scale and non-monetary asset scale hitting new highs. According to Tianxiang Investment Consulting and fund third quarter report data, the overall scale of the industry has risen to 36.45 trillion yuan, with a quarter-on-quarter and year-on-year increase of 7.07% and 14.96% respectively. In this context, the pattern of "the strong getting stronger" in the fund industry is becoming increasingly prominent. E Fund Management Co., Ltd. achieved a strong breakthrough in this quarter, especially in terms of non-monetary management scale excluding money market funds, making it one of the few companies in the market with a management scale exceeding 2 trillion yuan and a non-monetary scale exceeding a trillion yuan. This strong growth momentum is not only a reflection of the fund managers' market judgment, but also reflects the forward-looking strategy layout and efficient management execution of E Fund in the key index investment track. Leading the industry in terms of scale: E Fund's ETF single quarter scale surged by nearly 200 billion The third quarter report data shows that E Fund's leading position in the index product field has been further consolidated, with its total public index product scale reaching about 1.11 trillion yuan, ranking first in the industry. Following closely behind is Huaxia Fund with a scale of about 1.08 trillion yuan, and the third-ranked Huatai Bairui Fund with a scale of about 0.6 trillion yuan. E Fund not only leads in terms of total amount, but also shows strong explosive power in terms of growth momentum. Behind this change is the explosive growth of E Fund's ETF scale. During the third quarter, E Fund's ETF scale surged by nearly 200 billion. Among them, E Fund's deep cultivation in its product line has provided a solid foundation for the rapid growth of its scale. It is understood that by the end of the third quarter, there were over 150 index funds in the market with a scale exceeding one hundred billion. Among them, E Fund has 24 index products with a scale exceeding one hundred billion, ranking first in the industry. This includes important broad-based products such as A500ETF E Fund (159361). More notably, E Fund's SSE 300ETF E Fund (510310) and ChiNext ETF (159915) have successfully entered the ranks of the market's only seven hundred billion-level index funds. In addition to the scale advantage of leading broad-based products, E Fund also demonstrates strong competitiveness in niche tracks. By the end of the third quarter, nearly 50 products under E Fund, including the Science and Technology Innovation Board 50 ETF (588080), the Science and Technology Innovation Entrepreneurs ETF (159781), and the Siasun Robot & Automation ETF E Fund (159530), were ranked first among similar index products in terms of scale. These achievements reflect E Fund's forward-looking layout in meeting investors' needs for fine-grained allocation of different styles, industries, and themes. Low fees, fine management, comprehensive customer service As a pioneer in the industry in reducing fees for stock index funds, E Fund's SSE 300ETF E Fund (510310) and its linked funds had their management fees reduced from 0.5% to 0.2% in 2015, becoming the stock-type index fund with the lowest management fee in the market. Later, in 2019, the management fee for this product was further reduced to 0.15%, making it the first SSE 300 index fund in the market with a management fee of 0.15%. As of the end of the third quarter this year, E Fund Fund continued to maintain its leading position in the industry in terms of low fees. More than 110 index products under its banner all adopt the lowest tier of 0.15% per year for stock index funds, ranking first in the industry in terms of quantity. This continued act of offering incentives aims to make index products more inclusive and better cater to investors' needs. While achieving low costs, E Fund Fund also focuses on "fine management" to provide stable excess returns for investors while controlling tracking errors. It is understood that as of the end of the third quarter, E Fund's A-share ETFs had scale-weighted tracking errors of 0.14% and 0.19% relative to full yield indices over the past year and over the past three years respectively. Among the top ten fund managers in terms of ETF scale, this performance ranks first. In addition, E Fund Fund is also at the forefront of the industry in terms of its ability to obtain excess returns. According to statistics, about 65 of the company's ETFs have comparable products, with approximately 60% of these products ranking first in excess returns over the past year compared to comparable products. In addition to optimizing its products, E Fund Fund is committed to enhancing investors' service experience to make index investment tools more user-friendly. It is understood that in January of this year, E Fund Fund took the lead in initiating a batch renaming of its ETFs in the industry, reducing investors' identification and query costs, a move that was subsequently followed by many other fund companies. Faced with the dilemma of choosing from over 3,000 index funds in the market, E Fund Fund systematically categorized its index products into four major categories: "scale (broad-based), style factors, industry, and theme," to help investors quickly match their allocation needs. Moreover, to further reduce the threshold and decision-making costs of index investment, E Fund Fund recently launched the "Index Direct" WeChat mini program. This tool collates information on index products in the market, covering the entire process from "search-compare-invest," providing a free, convenient one-stop service that greatly improves investment efficiency. By making comprehensive efforts in low fees, fine management, and customer service, E Fund Fund not only achieved a breakthrough in scale in the third quarter and led the industry, but also strived to provide efficient and high-quality index investment tools for investors, laying a solid foundation for the ecological reconstruction of the index investment industry.