1. Keith Wu, Founder and CIO: Excellent Investment Performance
大象跳舞—突破规模限制，实现卓越回报
✓ Offshore fund manager with distinctive onshore A
share investment experience; 3 time consecutive
Golden Bull Hedge Fund Award winner (2017, 2018,
2019)
✓ China focused themes, China A shares, HK listed,
US ADRs
长跑冠军—9.5年10.47倍，年化收益率29.13%✓ Balanced performance attribution from industry alpha,
stock selection alpha, and active market beta
management
✓ A verifiable institutional track record of generating 16%
annualized net return for the past 5½ yrs (vs. 10.31%
for CSI300 and 1.37% for HSCEI)
✓ Negative correlation with CSI300 and HSCEI in down
market
常胜将军—累计收益排名同期同类型基金第一
✓ Absolute return oriented
✓ 15-20% net-of-fee annualized return target
✓ Relatively low volatility with Sharpe ratio over 1
✓ Three consecutive years of winning the most
prestigious China Securities Journal’s Golden Bull
Private Fund Manager Awards (2017,2018, 2019)
✓ China Fund Journal’s Best 3-Yr Equity Private Fund
(2018)
✓ Eurekahedge’s Best Asian Absolute Return Long
Only Fund (2016)
✓ BarclayHedge’s No.1 Emerging Market Equity –
Asian Hedge Fund Champion(2015)
WeTrust：China Based Investment Specialist
WeTrust is an Asia-based investment specialist founded in Singapore. Delivering excellence in investment
and service is what drives us.
*本材料仅供 “光控沪港深精选”产品的中国银行客户查阅
WeTrust-China Focus Fund
Veteran and Focused
Outstanding Performance
Stable Return
Achievements
更多光大控股信息可查询
www.everbright.com
Keith Wu, CFA, CPA
• 2014 - 2019 Head of Equity
Investment for China Everbright
Limited
• 2009 - 2012 General Manager of
Hedge Fund Department, Shanghai
Zendai Investment Management
CIO owned an institutional track record of 16% annualized
net return for the past 5½ yrs (total return of 126% vs. 71%
for CSI300 and 7.6% for HSCEI), was once Eurekahedge
champion and three times Golden Bull HF Awards winner.
2. ◼ Focus on China’s core assets, new infrastructure
and new consumption.
◼ In the period of counter-globalization, China's
growth momentum will mainly come from
endogenous growth, following the general trend
of China's economic growth momentum
transformation and the national policy of
manufacturing upgrading.
*本材料仅供 “光控沪港深精选”产品的中国银行客户查阅
更多光大控股信息可查询
www.everbright.com
126.23%
-50%
0%
50%
100%
150%
Jan-14 Jan-19Everbright China Focus Fund(Net) CSI 300 HSCEI
Annualized return:
16.22%;
Annualized vol: 14.4%
Sharpe: 1.01
Net Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
2014 (0.33%) (1.77%) (4.03%) (1.07%) (0.80%) 1.16% 1.41% 1.33% 4.48% 1.04% 3.41% 6.37% 11.32%
2015 (3.97%) (0.12%) 12.90% 11.55% 14.51% (2.00%) 9.38% (5.26%) (2.77%) 2.09% 8.46% (2.80%) 46.99%
2016 (1.20%) 2.37% 3.30% 0.45% (0.50%) 1.83% 0.77% 2.84% (0.20%) (1.28%) （1.04%）（2.73%） 4.52%
2017 2.24% 1.59% （1.78%）（0.10%） 2.23% 1.46% 7.63% 1.07% （1.80%） 4.06% 0.60% 2.16% 20.75%
2018 11.53% (2.46%) (2.69%) (1.27%) (1.97%) (2.88%) (1.11%) (1.13%) 0.35% (1.96%) (1.37%) (0.83%) (6.38%)
2019 2.07% 6.95% 7.33% 0.54% (1.10%) 0.45% 17.01%
Fund Manager Historical Performance (Jan 2014 to June 2019 )
Monthly Net Return
Fund Name WeTrust China Focus Fund
Minimum Initial Subscription Class A: US$ 1,000,000; Class B: US$ 3,000,000
Subscription & Redemption
Monthly
Class B capacity up to fund AUM of US$200mil
Management Fee Class A: 1.5% p.a.; Class B: 1.0% p.a.
Performance Fee Class A: 20% p.a.; Class B: 15% p.a.
Legal Counsel Simmons & Simmons
Prime Broker Goldman Sachs
