ICBC's 828 Wealth Season Partners with Fullgoal Fund for a New Era of Intelligent Investment

Deep News
Aug 28

The Industrial and Commercial Bank of China (ICBC) has officially launched its "828 ICBC Wealth Season" campaign. This year's event, themed "New Intelligent Journey, Steady and Far-Reaching," centers on the brand upgrade of "ICBC Wealth." It focuses on the full-lifecycle wealth management needs of clients, delivering a more professional, convenient, and personalized experience through comprehensive insights, meticulous product selection, intelligent allocation, and long-term companionship.

As one of the core partners in this Wealth Season, Fullgoal Fund is deeply involved. As one of the pioneering "old ten" public fund companies, Fullgoal has cultivated a strategic development framework with three pillars—active equity, fixed income, and quantitative investment—operating in tandem, showcasing multi-strategy and diversified investment management capabilities. As of June 30, 2026, Fullgoal's total assets under management reached RMB 2.24 trillion, encompassing 464 public funds with a public fund AUM of RMB 1,481.259 billion. Excluding money market funds and short-term wealth management bond funds, the net asset value stood at RMB 1,029.690 billion. During this "828 ICBC Wealth Season," Fullgoal will actively participate in the co-construction of ICBC's "ICBC Premium Selection" brand, with its core products being among the first to be included. This strong collaboration aims to deliver a more professional, diversified, and considerate investment experience for investors. (Note: Data compiled from Fullgoal Fund, Wind, and the China Galaxy Securities Fund Research Center. Total AUM includes public funds, pension business, segregated accounts, subsidiaries, and advisory services. Public fund AUM includes net asset value of money market and short-term wealth management bond funds, as of June 30, 2026.)

In recent years, as residents' wealth management demands have evolved, clients increasingly require asset allocation, risk management, retirement planning, family protection, and advisory services. ICBC remains client-centric, continuously refining its wealth management service system and advancing from single-product sales to comprehensive allocation and full-journey companionship. This "828 ICBC Wealth Season" revolves around the "ICBC Wealth" SHIP value system, systematically delivering four integrated service capabilities. Fullgoal, as a key partner, will participate throughout, offering professional investment guidance and quality product options to investors.

The first area is comprehensive insights. ICBC will assist clients in better understanding their asset structure, risk appetite, and wealth management needs through asset diagnostics, risk assessments, wealth questionnaires, market perspectives, and industry analysis. This approach guides clients toward rational decision-making based on a clear view of both the market and themselves. During the campaign, Fullgoal will also leverage ICBC's online and offline channels to provide professional market insights and industry interpretations, aiming to help investors grasp investment directions more effectively.

The second area is meticulous product selection. ICBC will continuously enrich its curated shelves, including "ICBC Premium Selection," "Smart Wealth Management," and "ICBC Smart Insurance," across categories like funds, wealth management products, insurance, and precious metals. This provides clearer, richer, and more professional choices, reducing selection difficulty and enhancing the overall experience. Several of Fullgoal's quality funds have been among the first to enter the "ICBC Premium Selection" pool. As a representative product, the Fullgoal Creative Technology Hybrid Fund primarily invests in listed companies within the innovative technology theme, aiming to achieve returns exceeding its performance benchmark through meticulous stock selection and risk control. Fund manager Luo Qing, leveraging deep tracking and forward-looking positioning in the innovative technology supply chain, achieved a near-1-year NAV growth rate of 345.89% for Class A shares as of Q2 2026, compared to a benchmark return of 58.09%. (Data source: Fund periodic reports, as of June 30, 2026. The performance benchmark is 60% CSI TMT Industry Theme Index + 40% CSI All Bond Index. Class A shares were established on June 16, 2016. For the past five full years (2021-2025), NAV growth rates (and benchmark returns) were -7.27% (4.96%), -44.5% (-18.1%), -5.33% (4.96%), -4.61% (16.5%), and 133.99% (26.37%), per periodic reports as of December 31, 2025. Class C shares were established on December 28, 2020, with five-year NAV growth rates of -7.77% (4.96%), -44.84% (-18.1%), -5.84% (4.96%), -5.25% (16.5%), and 132.63% (26.37%). Fund manager changes: Li Yuanbo (June 16, 2016 - July 15, 2025), Luo Qing (July 15, 2025 - present). Fund returns do not represent actual investor returns; NAV per share is the net asset value per share. Past performance does not guarantee future results.)

Another quality offering, the Fullgoal Emerging Industries Equity Fund, targets industries with new technologies, processes, market demands, and business models. It seeks returns exceeding its benchmark through careful stock picking and risk management. Fund manager Sun Quan notes the fund focuses on emerging industries, striving to be an actively managed fund that consistently outperforms its benchmark, sharing the dividends of China's rapidly growing emerging sectors with investors. As of Q2 2026, Class A shares achieved a near-1-year NAV growth of 242.73%, versus a benchmark return of 22.42%. (Data source: Fund periodic reports, as of June 30, 2026. The benchmark is 70% CSI 800 Index + 20% ChinaBond Composite Index + 10% CSI HK Connect Composite Index (CNY). Class A shares were established on March 12, 2015. For the past five full years (2021-2025), NAV growth rates (and benchmark returns) were 7.45% (0.61%), -13.52% (-16.65%), -1.61% (-7.41%), 26.07% (11.72%), and 73.68% (16.03%). Class C shares were established on June 16, 2022, with three-year growth rates of -2.18% (-7.41%), 25.34% (11.72%), and 72.73% (16.03%). Fund manager changes: Wei Wei (March 12, 2015 - July 3, 2020), Fang Wei (July 3, 2020 - March 24, 2022), Sun Quan (February 28, 2022 - present). Fund returns do not represent actual investor returns. Past performance does not guarantee future results.)

The third area is intelligent allocation. ICBC will introduce scenario-based and portfolio-oriented wealth management services addressing clients' needs for liquidity management, stable returns, long-term growth, retirement security, family protection, and global allocation. This encourages clients to adopt asset allocation principles and build rational product portfolios across different maturities, risk levels, and functional attributes. Fullgoal's product suite spans active equity, fixed income, and quantitative strategies, offering diversified allocation options for various risk appetites, aiming to help clients achieve rational wealth distribution and long-term appreciation.

The fourth area is long-term companionship. ICBC will provide continuous support across pre-, during-, and post-investment stages through investor education, market volatility analysis, product performance reports, portfolio diagnostics, and policy reviews, guiding clients toward rational, long-term, and scientifically sound investing. Fullgoal will leverage its professional research strengths to co-provide full-cycle companionship services with ICBC, from beginner education to professional market interpretation during fluctuations, comprehensively covering investor needs.

Throughout the campaign, ICBC will utilize its mobile banking app, WeChat official accounts, Wealth Account platforms, and physical branches to host themed zones, investor education events, investment strategy sessions, client salons, and wealth market pop-ups. It will collaborate with partners across funds, wealth management, and insurance to deliver professional content and customer service. A spokesperson stated that the "828 ICBC Wealth Season" is a key wealth management brand initiative for serving, accompanying, and connecting with clients. Moving forward, ICBC will continue to uphold the political and people-oriented nature of financial work, practice a finance-for-the-people philosophy, and enhance its professional capabilities, digital services, and long-term support to offer trustworthy, understandable, and sustainable wealth management solutions. Fullgoal will continue to walk hand-in-hand with ICBC, adhering to high-quality development, upholding long-term investment principles, and comprehensively boosting research capabilities to create better holding experiences and investment returns for investors.

Market risks exist, and investors should be cautious. This product is issued and managed by Fullgoal Fund; distribution institutions do not bear investment or redemption responsibilities. Fullgoal rates this fund's risk level as R4 (medium-high risk), suitable for investors with risk tolerance C4 and above. Investors are advised to review the fund contract and other documents carefully and make prudent investment decisions based on their own risk tolerance. The product risk rating and suitable investor level are subject to the sales institution's assessment. The fund manager pledges to manage fund assets with honesty, diligence, and good faith but does not guarantee principal protection, profitability, or minimum returns. The Creative Technology fund may invest in depositary receipts, stock index futures, asset-backed securities, and STAR Market stocks, exposing it to specific risks. The Emerging Industries fund may invest in depositary receipts, stock index futures, STAR Market stocks, HK Connect stocks, and asset-backed securities, with corresponding unique risks.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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