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  • JP Morgan fund JV gears up for QDII launch
    Date: 19-Jul-2007 Sources: (Shenzhen Daily)

    JP Morgan's China asset management venture said yesterday it is preparing to launch its first qualified domestic institutional investor (QDII) fund to invest clients' money in overseas securities markets.

    'We are actively preparing to launch a fund for overseas investment. We have been making preparations in terms of staffing and equipment,'Mandy Wang, chief executive officer of China International Fund Management Co., told a clients' meeting.

    Wang did not disclose the size and timing of the planned fund, but said it would be a main focus of her company in the second half of this year.

    The government has just issued rules to let select fund management companies and brokerages launch such funds as part of efforts to encourage capital outflows and ease upward pressure on its currency.

    Only one fund management company, Huaan, has launched a QDII product since the government adopted the program last year.

    Demand for most of the existing QDII products, mainly launched by banks, has been tepid partly because of the appreciation of the yuan against the U.S. dollar.

    The government has granted quotas of about US$14.8 billion for 19 banks, US$5.2 billion for insurance companies and US$500 million for Huaan, but only a small fraction of the approved quotas has been used.

    In order to make the products more attractive, the government recently allowed banks to invest client money in Hong Kong stocks directly, in addition to existing fixed-income products that have yielded mediocre returns.



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