| Fund Code | 009893 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 24-09-2020 |
| Custodian | Agricultural Bank of China |
| Benchmark | CSI 300 Index ×75% + CSI Universal Bond Index ×25% |
| Investment Objective | The fund adopts an active management investment strategy and seeks for long-term asset appreciation through asset allocation and stock selection. |
| 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. Zhao Weijie, Ph.D. in Finance and Investment Management of Sun Yat-sen University, has 8 years of securities experience. He was a researcher of Golden Eagle Fund Management Co., Ltd. He joined the company in August 2017, served as a researcher and assistant fund manager of Research Management Department. Now he serves as assistant director of Equity Investment Department and fund manager. He has been the fund manager of MSCF Youyue Anhe Balanced Fund since March 2021, the fund manager of MSCF You Xiang 6M Holding Period Balanced Fund from February 2023 to December 2024, the fund manager of MSCF Quality Life Selected Fund since December 2024. |
