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"E Fund Hong Kong 2 ETFs included in Southbound ETF Link, global allocation adds new tools"
E Fund Management (Hong Kong) Limited's E Fund High Dividend ETF (03483) and E Fund AI ETF (03489) have been included in the list of eligible Hong Kong stocks under the Southbound Stock Connect program and will become effective on May 6, 2026.
On April 24th, the Shanghai and Shenzhen Stock Exchanges officially announced the list of expanded constituents for the Hong Kong Stock Connect ETF. E Fund Management (Hong Kong) Co., Ltd.'s E Fund High Dividend ETF (03483) and E Fund AI ETF (03489) have been included in the list of eligible Southbound Hong Kong Stock Connect funds, and will take effect from May 6, 2026. As benchmark products of the E Fund Hong Kong's "60/40 series", these two ETFs provide mainland Chinese investors with a new option for global asset allocation by allowing for easy access to Hong Kong core assets and high-quality global assets. The E Fund High Dividend ETF (03483) closely tracks the MSCI Asia Pacific Select High Dividend Index, being the only high dividend ETF among the current Hong Kong Stock Connect ETFs spanning three markets. The index's core holdings consist of high-quality blue-chip assets in the Hong Kong Stock Connect with abundant cash flow and relatively stable dividends in sectors such as finance and energy, while the remaining 35% is allocated to mature market mining companies, consumer goods, and high dividend industries in Japan and Australia. The low correlation among the three markets helps diversify risks and reduce portfolio volatility. Since the base date (August 31, 2016), the index has achieved a cumulative return of 179.60%, with positive returns for five consecutive years from 2021 to 2025. The E Fund AI ETF (03489) closely tracks the FTSE Custom Artificial Intelligence Select Index, selecting 50 core AI listed companies in Hong Kong and the US with high AI purity and computational power, covering the global AI computing power, algorithms, and applications industry chain. The largest constituent of the index is the global AI computing power leader NVIDIA, with a high weight of 8%, truly achieving a globally selected AI leader across markets. The index captures the leading advantages of the US in AI chips and large models, while reallocating to the leading opportunities of China in AI hardware and applications. Since the base date (September 16, 2022), the index has achieved an annualized return rate of over 22%. Since the inclusion of ETFs in the mutual market access in 2022, the Southbound ETF Connect has undergone multiple rounds of expansion, with trading activity continuing to increase. In July 2024, the minimum weight requirement for Hong Kong stocks was reduced from 90% to 60% by both exchanges, opening the door for more diversified global allocation products. In November 2025, the Southbound ETF Connect first broke through the Hong Kong stock range to cover US assets. The Southbound ETF Connect list has expanded from 23 to 31, with assets further expanding to include markets in Japan, Australia, and beyond, meeting the urgent demand of investors for diversified investment strategies. Compared to traditional QDII channels, the Southbound ETF Connect offers advantages such as convenient trading, T+0 support, and sufficient quotas, allowing mainland investors to participate directly without opening overseas accounts, significantly lowering the threshold for global asset allocation.
Semiconductor and computing power dual-wheel drive. E Fund Asia Semiconductor ETF (03486) continuously refreshes record prices.
Changes to the list of Hong Kong Stock Connect ETFs under the Shanghai-Hong Kong Stock Connect, with 8 ETFs being added. The changes will take effect on May 6th.
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