| Fund Code | 009246 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 16-07-2020 |
| Custodian | China Construction Bank |
| Benchmark | CSI CUFE SH-SZ 100 ESG Leading Index ×80% + CSI Universal Bond Index ×20% |
| Investment Objective | Through asset allocation and quantitative methods, the fund selects stocks that are in line with ESG requirements and strives to achieve excess return as well as long-term capital appreciation. |
| Portfolio Allocation |
Stocks: 60%-95% Stocks in line with ESG requirements: ≥ 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. 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. |
