1998年(nian)3月(yue)6日(ri),經中國(guo)證監會(hui)批準,南(nan)方(fang)(fang)(fang)基(ji)(ji)金管(guan)(guan)(guan)理(li)(li)有(you)(you)限(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)作為(wei)國(guo)內規范(fan)的基(ji)(ji)金管(guan)(guan)(guan)理(li)(li)公(gong)(gong)(gong)司(si)(si)(si)(si)正式成立(li)。2018年(nian)1月(yue)4日(ri),南(nan)方(fang)(fang)(fang)基(ji)(ji)金管(guan)(guan)(guan)理(li)(li)有(you)(you)限(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)整體變更設立(li)為(wei)南(nan)方(fang)(fang)(fang)基(ji)(ji)金管(guan)(guan)(guan)理(li)(li)股(gu)份(fen)有(you)(you)限(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(以下簡(jian)稱“南(nan)方(fang)(fang)(fang)基(ji)(ji)金”)。2019年(nian)7月(yue)30日(ri),經中國(guo)證監會(hui)核準,南(nan)方(fang)(fang)(fang)基(ji)(ji)金完成實(shi)施(shi)員工持(chi)股(gu)計劃,通過員工持(chi)股(gu)和股(gu)東(dong)增資,注冊(ce)資本增至(zhi)36172萬(wan)元人民(min)幣。目前,南(nan)方(fang)(fang)(fang)基(ji)(ji)金有(you)(you)8家股(gu)東(dong),分別為(wei)華(hua)泰(tai)證券股(gu)份(fen)有(you)(you)限(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)、深圳市投資控股(gu)有(you)(you)限(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)、廈(sha)(sha)門國(guo)際信托有(you)(you)限(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)、興業(ye)(ye)(ye)證券股(gu)份(fen)有(you)(you)限(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)、廈(sha)(sha)門合(he)(he)澤(ze)(ze)吉企(qi)(qi)(qi)業(ye)(ye)(ye)管(guan)(guan)(guan)理(li)(li)合(he)(he)伙企(qi)(qi)(qi)業(ye)(ye)(ye)(有(you)(you)限(xian)(xian)合(he)(he)伙)、廈(sha)(sha)門合(he)(he)澤(ze)(ze)祥企(qi)(qi)(qi)業(ye)(ye)(ye)管(guan)(guan)(guan)理(li)(li)合(he)(he)伙企(qi)(qi)(qi)業(ye)(ye)(ye)(有(you)(you)限(xian)(xian)合(he)(he)伙)、廈(sha)(sha)門合(he)(he)澤(ze)(ze)益企(qi)(qi)(qi)業(ye)(ye)(ye)管(guan)(guan)(guan)理(li)(li)合(he)(he)伙企(qi)(qi)(qi)業(ye)(ye)(ye)(有(you)(you)限(xian)(xian)合(he)(he)伙)、和廈(sha)(sha)門合(he)(he)澤(ze)(ze)盈企(qi)(qi)(qi)業(ye)(ye)(ye)管(guan)(guan)(guan)理(li)(li)合(he)(he)伙企(qi)(qi)(qi)業(ye)(ye)(ye)(有(you)(you)限(xian)(xian)合(he)(he)伙)。
南(nan)(nan)(nan)方(fang)基(ji)(ji)金總部(bu)設(she)在深(shen)(shen)圳,北京、上海(hai)、深(shen)(shen)圳、南(nan)(nan)(nan)京、成都、合肥六地(di)設(she)有(you)分公(gong)司,在深(shen)(shen)圳和香(xiang)港(gang)設(she)有(you)子(zi)(zi)公(gong)司——南(nan)(nan)(nan)方(fang)資(zi)(zi)(zi)本管理(li)有(you)限公(gong)司(深(shen)(shen)圳子(zi)(zi)公(gong)司)和南(nan)(nan)(nan)方(fang)東英資(zi)(zi)(zi)產管理(li)有(you)限公(gong)司(香(xiang)港(gang)子(zi)(zi)公(gong)司)。南(nan)(nan)(nan)方(fang)東英是境內(nei)基(ji)(ji)金公(gong)司獲批成立的第一家境外分支機構,南(nan)(nan)(nan)方(fang)資(zi)(zi)(zi)本下設(she)南(nan)(nan)(nan)方(fang)股權(quan)子(zi)(zi)公(gong)司,主要從事私募股權(quan)投資(zi)(zi)(zi)業務。
南方基金(jin)以(yi)打造“值(zhi)得(de)托付的(de)全球一流資產(chan)管理集(ji)團(tuan)”為愿景,秉承(cheng)“為客(ke)戶持續(xu)創造價(jia)值(zhi)”的(de)使(shi)命(ming),堅持以(yi)客(ke)戶需求(qiu)為導(dao)向,以(yi)價(jia)值(zhi)創造為核心(xin),以(yi)產(chan)品(pin)創新為引擎(qing)。歷經了中國(guo)證券市場多(duo)次牛熊交替的(de)考驗,以(yi)持續(xu)穩健(jian)的(de)投資業(ye)(ye)績、完(wan)善專(zhuan)業(ye)(ye)的(de)客(ke)戶服(fu)務,贏得(de)了廣大基金(jin)投資人、社(she)保理事(shi)會、年金(jin)客(ke)戶和專(zhuan)戶客(ke)戶的(de)認可和信賴。
截(jie)至2021年9月30日(ri),南(nan)(nan)(nan)方(fang)基(ji)(ji)金(jin)母(mu)子公(gong)(gong)(gong)(gong)司合(he)并(bing)資(zi)產管理(li)規模16231億(yi)(yi)元。其中(zhong)南(nan)(nan)(nan)方(fang)基(ji)(ji)金(jin)母(mu)公(gong)(gong)(gong)(gong)司規模14881億(yi)(yi)元,位居行業(ye)前(qian)列。南(nan)(nan)(nan)方(fang)基(ji)(ji)金(jin)公(gong)(gong)(gong)(gong)募基(ji)(ji)金(jin)規模9996億(yi)(yi)元,客戶(hu)數量超過1.6億(yi)(yi),累(lei)計向客戶(hu)分(fen)紅超過1452億(yi)(yi)元,管理(li)公(gong)(gong)(gong)(gong)募基(ji)(ji)金(jin)共259只,產品涵蓋股票型(xing)(xing)、混合(he)型(xing)(xing)、債(zhai)券型(xing)(xing)、貨幣型(xing)(xing)、指(zhi)數型(xing)(xing)、QDII型(xing)(xing)、FOF型(xing)(xing)等。南(nan)(nan)(nan)方(fang)基(ji)(ji)金(jin)非公(gong)(gong)(gong)(gong)募業(ye)務(wu)規模4885億(yi)(yi)元,在行業(ye)中(zhong)持(chi)續保持(chi)優勢地位。南(nan)(nan)(nan)方(fang)資(zi)本子公(gong)(gong)(gong)(gong)司規模645億(yi)(yi)元,南(nan)(nan)(nan)方(fang)東(dong)英子公(gong)(gong)(gong)(gong)司規模690億(yi)(yi)元。南(nan)(nan)(nan)方(fang)基(ji)(ji)金(jin)已(yi)發展成(cheng)為產品種類豐富、業(ye)務(wu)領域廣、經營業(ye)績(ji)優秀(xiu)、資(zi)產管理(li)規模位居前(qian)列的基(ji)(ji)金(jin)管理(li)公(gong)(gong)(gong)(gong)司之一。