Products

Morgan Stanley China Innovation Flexible Allocation Hybrid Securities Investment Fund A

Fund Code 002885
Operation Mode Open-end
Fund Category Hybrid
Inception Date 04-12-2017
Custodian Bank Of China
Benchmark CSI 300 Index ×80% + CSI Universal Bond Index ×20%
Investment Objective The fund adopts an active management investment strategy on the premise of risk control to seek excess return and long-term asset appreciation through asset allocation and stock selection.
Portfolio Allocation Stocks: 0-95%
Innovation relevant stocks: ≥ 80% non-cash fund assets
Cash, cash equivalents, and other government bonds that will mature in one year: ≥5%
Risk-Return Characteristic Its expected risk and return are lower than equity funds and higher than bond funds and money market funds.
Portfolio Manager

Mr. Lei Zhiyong, Master in Computer Software and Theory of Peking University, has 12-year experience in the securities industry. He used to work as the project manager of China Mobile Communications Corporation headquarters, the intermediate network operation supports supervisor of China Mobile Communications Group Guangdong Co., Ltd., the researcher of communication industry of Dongguan Securities Co., Ltd. and the product manager of Southern Fund Management Co., Ltd. Mr. Lei joined the company in October 2014 and has served as a researcher and assistant fund manager of Research Management Department. He is currently the Deputy Director of the Equity Investment Department and fund manager. From April 2019 to January 2021, he served as the fund manager of Morgan Stanley Huaxin Fund Quality Life Featured Fund. Since April 2019, he has served as the fund manager of MSCF Technology Flexible Allocation Balanced Fund. Since May 2020, he has served as the fund manager of MSCF Innovation Flexible Allocation Balanced Securities Investment Fund. From March 2021 to March 2023, he served as the fund manager of MSCF Emerging Industries Equity Fund. Since March 2023, he has served as the fund manager of MSCF Digital Economy Fund.