| Fund Code | 010938 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 24-05-2021 |
| Custodian | China Merchants Bank |
| Benchmark | ChinaBond Composite Index ×80%+ CSI 300 Index ×20% |
| Investment Objective | On the premise of risk control ,seeks for long-term stable returns. |
| Portfolio Allocation |
Stocks: 0-40% Cash, cash equivalents, and other government bonds that will mature in one year: ≥5% |
| Risk-Return Characteristic | Its expected risk and return is lower than equity funds, higher than bond funds and money market funds. |
| Portfolio Manager | Ms. Zhou Menglin holds a master's degree in finance from Guanghua School of Management, Peking University, and she has 12 years of experience in securities industry. She joined the company in July 2012 and has served as assistant analyst, analyst, assistant investment manager and investment manager. Now she is the fund manager of the Fixed Income Investment Department. She has been the fund manager of Morgan Stanley China Dual-Benefit Enhanced Return Bond Securities Investment Fund, Morgan Stanley China Fortune 1Y Holding Period Balanced Securities Investment Fund since November 2022, she has been the fund manager of Morgan Stanley China Multiple Income Bond Securities Investment Fund, Morgan Stanley China Swift Bond Securities Investment Fund form November 2022 to December 2023. She has been the fund manager of Morgan Stanley Hengli Bond Securities Investment Fund since April 2024. |
