Products

Morgan Stanley China Quantitative Allocation Hybrid Securities Investment Fund C

Fund Code 008305
Operation Mode Open-end
Fund Category Hybrid
Inception Date 18-12-2019
Custodian Agricultural Bank Of China
Benchmark CSI 300 Index ×80% + S&P China Bond Index ×20%
Investment Objective The fund optimizes asset allocation through quantitative models and analysis to achieve excess return and at the same time reduce risk.
Portfolio Allocation Stocks: 60%-95%
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. Yu Bin, FRM, holds a master's degree in Economics from Nankai University and has 17 years of securities industry experience. He used to serve as a risk analyst of Risk Management Department of China Merchants Securities Co., Ltd. and the fund manager of Quantitative and Derivatives Investment Department of Penghua Fund Management Co., Ltd. Mr. Yu joined the company in May 2019, serving as the director and fund manager of Quantitative Investment Department. He has been the fund manager of MSCF SZSE 300 Enhanced Index Securities Investment Fund, MSCF Multi-Strategy Quantitative Equity Securities Investment Fund and MSCF Multi-factor strategy Balanced Securities Investment Fund since August 2019, the fund manager of Morgan Stanley China ESG Quantitative Pioneer Balanced Securities Investment Fund since July 2020, the fund manager of Morgan Stanley Huaxin MSCI China A Enhanced Index Securities Investment Fund from July 2020 to April 2023, the fund manager of MSCF Quantitative Allocation Balanced Fund since December 2023, the fund manager of MSCF You Xiang 6M Holding Period Balanced Fund since December 2024.