1998年(nian)(nian)3月(yue)6日(ri),經中(zhong)國證(zheng)監會批準,南(nan)方(fang)基(ji)(ji)金管(guan)理有(you)限(xian)(xian)(xian)公(gong)司作為(wei)(wei)國內(nei)規范的基(ji)(ji)金管(guan)理公(gong)司正式(shi)成立。2018年(nian)(nian)1月(yue)4日(ri),南(nan)方(fang)基(ji)(ji)金管(guan)理有(you)限(xian)(xian)(xian)公(gong)司整(zheng)體變更設立為(wei)(wei)南(nan)方(fang)基(ji)(ji)金管(guan)理股(gu)(gu)(gu)份有(you)限(xian)(xian)(xian)公(gong)司(以下簡稱“南(nan)方(fang)基(ji)(ji)金”)。2019年(nian)(nian)7月(yue)30日(ri),經中(zhong)國證(zheng)監會核準,南(nan)方(fang)基(ji)(ji)金完(wan)成實(shi)施員工(gong)持(chi)股(gu)(gu)(gu)計劃,通過員工(gong)持(chi)股(gu)(gu)(gu)和(he)股(gu)(gu)(gu)東增(zeng)資(zi),注(zhu)冊資(zi)本增(zeng)至36172萬(wan)元人民幣。目前,南(nan)方(fang)基(ji)(ji)金有(you)8家股(gu)(gu)(gu)東,分別為(wei)(wei)華泰證(zheng)券股(gu)(gu)(gu)份有(you)限(xian)(xian)(xian)公(gong)司、深圳市(shi)投資(zi)控股(gu)(gu)(gu)有(you)限(xian)(xian)(xian)公(gong)司、廈(sha)(sha)門國際信托有(you)限(xian)(xian)(xian)公(gong)司、興業(ye)(ye)證(zheng)券股(gu)(gu)(gu)份有(you)限(xian)(xian)(xian)公(gong)司、廈(sha)(sha)門合(he)(he)(he)澤(ze)吉企業(ye)(ye)管(guan)理合(he)(he)(he)伙企業(ye)(ye)(有(you)限(xian)(xian)(xian)合(he)(he)(he)伙)、廈(sha)(sha)門合(he)(he)(he)澤(ze)祥企業(ye)(ye)管(guan)理合(he)(he)(he)伙企業(ye)(ye)(有(you)限(xian)(xian)(xian)合(he)(he)(he)伙)、廈(sha)(sha)門合(he)(he)(he)澤(ze)益企業(ye)(ye)管(guan)理合(he)(he)(he)伙企業(ye)(ye)(有(you)限(xian)(xian)(xian)合(he)(he)(he)伙)、和(he)廈(sha)(sha)門合(he)(he)(he)澤(ze)盈企業(ye)(ye)管(guan)理合(he)(he)(he)伙企業(ye)(ye)(有(you)限(xian)(xian)(xian)合(he)(he)(he)伙)。
南(nan)(nan)方(fang)基金總部設(she)在深圳(zhen),北京(jing)、上海、深圳(zhen)、南(nan)(nan)京(jing)、成(cheng)都、合肥(fei)六(liu)地設(she)有分公(gong)司(si)(si),在深圳(zhen)和香(xiang)港設(she)有子公(gong)司(si)(si)——南(nan)(nan)方(fang)資(zi)本管理有限公(gong)司(si)(si)(深圳(zhen)子公(gong)司(si)(si))和南(nan)(nan)方(fang)東英(ying)資(zi)產管理有限公(gong)司(si)(si)(香(xiang)港子公(gong)司(si)(si))。南(nan)(nan)方(fang)東英(ying)是境內(nei)基金公(gong)司(si)(si)獲批成(cheng)立的第(di)一(yi)家境外(wai)分支機構,南(nan)(nan)方(fang)資(zi)本下設(she)南(nan)(nan)方(fang)股權子公(gong)司(si)(si),主(zhu)要(yao)從(cong)事私募股權投資(zi)業務。
南方基金(jin)以(yi)打造“值得托付(fu)的(de)全球一(yi)流資產管理集(ji)團”為愿景,秉(bing)承“為客(ke)戶(hu)持(chi)續創造價值”的(de)使命(ming),堅持(chi)以(yi)客(ke)戶(hu)需求為導向,以(yi)價值創造為核心,以(yi)產品創新為引擎(qing)。歷經了中國證(zheng)券(quan)市場多次(ci)牛熊交替的(de)考驗(yan),以(yi)持(chi)續穩健的(de)投資業績(ji)、完(wan)善(shan)專業的(de)客(ke)戶(hu)服務,贏得了廣大基金(jin)投資人、社保理事會、年金(jin)客(ke)戶(hu)和專戶(hu)客(ke)戶(hu)的(de)認可(ke)和信賴。
截至2021年(nian)9月30日,南方(fang)(fang)(fang)基(ji)(ji)(ji)金(jin)母子(zi)(zi)公(gong)(gong)(gong)司(si)合(he)并(bing)資產(chan)管(guan)(guan)(guan)理(li)規(gui)(gui)(gui)模(mo)(mo)16231億(yi)(yi)元(yuan)。其中南方(fang)(fang)(fang)基(ji)(ji)(ji)金(jin)母公(gong)(gong)(gong)司(si)規(gui)(gui)(gui)模(mo)(mo)14881億(yi)(yi)元(yuan),位居行(xing)(xing)業(ye)(ye)前(qian)列(lie)。南方(fang)(fang)(fang)基(ji)(ji)(ji)金(jin)公(gong)(gong)(gong)募(mu)基(ji)(ji)(ji)金(jin)規(gui)(gui)(gui)模(mo)(mo)9996億(yi)(yi)元(yuan),客戶(hu)數量(liang)超(chao)過(guo)1.6億(yi)(yi),累(lei)計(ji)向客戶(hu)分(fen)紅超(chao)過(guo)1452億(yi)(yi)元(yuan),管(guan)(guan)(guan)理(li)公(gong)(gong)(gong)募(mu)基(ji)(ji)(ji)金(jin)共(gong)259只(zhi),產(chan)品(pin)涵蓋(gai)股票型(xing)、混合(he)型(xing)、債券型(xing)、貨(huo)幣型(xing)、指數型(xing)、QDII型(xing)、FOF型(xing)等。南方(fang)(fang)(fang)基(ji)(ji)(ji)金(jin)非(fei)公(gong)(gong)(gong)募(mu)業(ye)(ye)務規(gui)(gui)(gui)模(mo)(mo)4885億(yi)(yi)元(yuan),在行(xing)(xing)業(ye)(ye)中持續保持優(you)勢地(di)位。南方(fang)(fang)(fang)資本子(zi)(zi)公(gong)(gong)(gong)司(si)規(gui)(gui)(gui)模(mo)(mo)645億(yi)(yi)元(yuan),南方(fang)(fang)(fang)東英子(zi)(zi)公(gong)(gong)(gong)司(si)規(gui)(gui)(gui)模(mo)(mo)690億(yi)(yi)元(yuan)。南方(fang)(fang)(fang)基(ji)(ji)(ji)金(jin)已發展成(cheng)為產(chan)品(pin)種類豐富(fu)、業(ye)(ye)務領(ling)域廣、經營業(ye)(ye)績優(you)秀(xiu)、資產(chan)管(guan)(guan)(guan)理(li)規(gui)(gui)(gui)模(mo)(mo)位居前(qian)列(lie)的基(ji)(ji)(ji)金(jin)管(guan)(guan)(guan)理(li)公(gong)(gong)(gong)司(si)之一。