Fund Manager History Lookup

How to Use This Tool

Open the "Fund Manager History Lookup" tool above. The interface is highly intuitive:
• Enter the fund code (e.g., 110011) or the full fund name (e.g., "E Fund Small and Mid Cap Mixed") into the "Fund Code or Name" input field. Fuzzy matching is supported, so a dropdown list of options will appear as you type.
• Click the "Search" button on the right, and the system will instantly fetch the complete manager change history for that fund from the data source.
• The results are displayed in a table, with each row including: Manager Name, Start Date, End Date, and Tenure Return (%). The table headers are clickable for sorting, making it easy to arrange by date or return rate.

Example / Step-by-Step Guide

Let's look at a specific example. Suppose you are interested in the manager history of the E Fund Small and Mid Cap Mixed fund (Fund Code: 110011):
• Type 110011 into the input box and click Search.
• The results table will show that 5 fund managers have managed the fund since its inception. Among them, Zhang Kun had the longest tenure (from 2012-09-28 to 2023-06-30), with a tenure return of approximately 614.35%, while the inaugural fund manager (from 2008-06-19 to 2012-09-27) had a tenure return of 34.70%.
• Note that if the "End Date" in the table says "Present," it means the fund manager is currently active.
• Interpretation: If you are analyzing the historical stability of this fund, you'll notice that Zhang Kun contributed to the vast majority of its gains during his tenure, but the performance style may shift after a change in management.

How to Interpret the Results

Here is what the key fields in the search results mean:
• Start Date / End Date: The management period, accurate to the day. If the same manager managed the fund during multiple separate periods (e.g., left and returned), the tool will list each period separately.
• Tenure Return (%): The actual cumulative return rate of the fund's net asset value (NAV) during this manager's tenure, net of management and custody fees. Note: This only reflects the fund's overall performance and does not exclude systemic market factors.
• Consecutive Years of Tenure: An automatically calculated annualized duration to help assess manager stability. Generally, a consecutive tenure of over 3 years is considered "medium-to-long-term management."
• If a manager's tenure return is negative, it indicates that the fund's NAV dropped during their period. You can evaluate the manager's active management skills by comparing this against the broader market trends during the same timeframe.

Common Mistakes & Pitfalls

1. Ignoring "Co-Management" Records: Some funds are co-managed by multiple managers during certain periods. This tool displays the start and end dates for each individual, but the tenure return is calculated based on the period that specific manager was involved. If the period was actually team-managed, performance attribution should be handled with caution.
2. Equating "Tenure Return" with Individual Skill: The same manager can have vastly different returns in different market environments, such as during bull-to-bear transitions. It is recommended to evaluate relative performance by comparing it with market index fluctuations during the same period.
3. Focusing Only on Returns and Ignoring AUM (Assets Under Management): High returns might be due to a smaller fund size allowing for flexible operations. Once the AUM surges, the strategy might become ineffective. This tool does not display AUM data, but you can check the fund's periodic reports.
4. Data Discrepancies Across Platforms: Our data source is public CSRC (China Securities Regulatory Commission) filing information, which aligns with the statistical methods of platforms like Tiantian Fund and Ant Fortune. However, renaming or the splitting/merging of structured funds may cause date discrepancies. If you notice anomalies, verify them against the fund prospectus.

Frequently Asked Questions (FAQ)

Q: Why does a manager's "Start Date" show up as earlier than the fund's inception date?
A: This may happen if the fund underwent a transition or merger. This tool traces manager information based on the current (latest) fund contract. In rare cases, it includes managers from the pre-transition fund. We recommend reviewing the fund's historical timeline for context.

Q: Why do some managers have a tenure return of "--"?
A: This usually means the manager's tenure was too short (e.g., less than one trading day) or the data source did not fully record it. Typically, tenures shorter than 1 month are marked as "--".

Q: How can I view a manager's performance on other funds?
A: This tool only supports single-fund queries. To see other funds managed by the same person, you can manually enter the corresponding fund codes or search for the manager's name on third-party platforms.

Q: What does it mean if the "End Date" in the search results is blank?
A: It means the manager is currently still managing this fund. The "Present" end date automatically updates based on when you perform the search.

Q: Can this tool look up QDII or ETF feeder funds?
A: Yes, it supports all domestic public mutual funds (including QDII, ETF feeders, LOFs, etc.). However, some structured fund sub-shares (like Class A/B) might only display the parent fund's information due to mergers.

Q: How often is the data updated?
A: The data source is updated daily to reflect the latest manager appointment announcements submitted by fund companies to regulators. There may be a 1-2 trading day delay during holidays or special circumstances.

Limitations & Disclaimers

This tool is for personal learning, reference, and investment assistance only; it does not constitute investment advice. Past fund performance is not indicative of future results, and a change in fund managers may lead to significant shifts in investment strategy. The tenure returns in the search results are simple annualized or cumulative values and do not account for subscription/redemption fees, dividend distribution differences, or tax implications. For professional investment decisions, please consult the fund prospectus, periodic reports, and a licensed investment advisor. We assume no legal liability for the absolute accuracy or completeness of the data. If you spot any data discrepancies, please let us know via the feedback channel on this page.

Now you can try entering a fund code you follow into the tool above to see which fund has the most stable management team.