Fund Code | 010322 |
Operation Mode | Open-end |
Fund Category | Equity |
Inception Date | 24-02-2021 |
Custodian | China Construction Bank |
Benchmark | CSI Emerging Industries Index × 85% + CSI Universal Bond Index × 15% |
Investment Objective | The Fund focuses on investment opportunities in emerging industries and seeks for long-term asset appreciation through investing in emerging industry relevant stocks. |
Portfolio Allocation |
Stocks: 80%-95% Emerging industries 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 the highest among hybrid funds, bond funds and money market funds |
Portfolio Manager |
Ms. JUDY (Xiuzhu) CHEN holds a Master's degree in Chemical Engineering from Carnegie Mellon University and has 9 years of experience in the securities industry. She was a technical sales engineer at Baker Hughes Incorporated, an equity analyst at Shanghai Right Share Management Co., Ltd. She joined the company in January 2018 and has served successively as an analyst and assistant fund manager in the Research Management Department. Now she is a fund manager in the Equity Investment Department. She has been the fund manager of MSCF Emerging Industries Equity Fund and MSCF Basic Industries Balanced Fund since February 2023. |