Overview
CITIC Securities Asset Management (HK) Limited (“CSAM (HK)”) is the international asset management platform of CITIC Securities. Operating from CITIC CLSA’s headquarters in Hong Kong, CSAM (HK) is licensed by the Hong Kong Securities and Futures Commission to carry out Types 1 (dealing in securities), 2 (dealing in futures), 4 (advising on securities), and 9 (asset management) regulated activities, including asset management and investment advisory services.
At CITIC Securities Asset Management (HK), we connect seamlessly with global financial markets and leverage our position as part of CITIC Securities, a world-leading investment group. With specialized expertise in the Greater China markets and cross-border investing, we focus on navigating market volatility to deliver consistent growth and returns for both our global and domestic clients.
CSAM (HK) is primarily dedicated to two core investment areas: Active Strategies and Investment Solutions, ensuring tailored approaches that align with clients’ objectives and risk profiles.
Active Strategies
Our capabilities extend across major asset classes including fixed income, equities, fund of funds and more, delivered via a full spectrum of products including public funds, private funds, and customized mandates. We are dedicated to harnessing global market investment opportunities to optimize returns and build enduring client wealth.
Investment Solutions
We focus on providing CITICS’ global client base with tailored portfolios and other investment solutions across a wide range of asset classes, and with a significant focus on cross-border Greater China investment. We address our clients’ needs via our expertise in structuring, product development, cross-border investing and deep knowledge of local regulations.
HONG KONG PUBLIC FUNDS
Fixed Income 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 Ultra Short Duration Global IG Bond Fund
CLSA Ultra Short Duration Global IG Bond Fund (the “Sub-Fund”) is a sub-fund of CLSA Select Fund, which is a unit trust established as an umbrella fund under the laws of Hong Kong.
Money Market 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.
Equity Funds
CLSA Greater China High Dividend Equity Fund
CLSA Greater China High Dividend Equity 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.
Multi-Asset Funds
CLSA Select Global Multi Asset GMATe Fund
CLSA Select Global Multi Asset GMATe Fund (the “Sub-Fund”) is a sub-fund of CLSA Select Fund, which is a unit trust established as an umbrella fund under the laws of Hong Kong.