| Fund Code | 011712 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 11-03-2021 |
| Custodian | Bank Of China |
| Benchmark | CSI 300 Index ×80% + CSI Universal Bond Index ×20% |
| Investment Objective |
The fund adopts an active management investment strategy on the premise of risk control to seek excess return and long-term asset appreciation through asset allocation and stock selection. |
| Portfolio Allocation |
Stocks: 0-95% Innovation 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 lower than equity funds and higher than bond funds and money market funds. |
| Portfolio Manager |
Mr. Lei Zhiyong, Master in Computer Software and Theory of Peking University, has 12-year experience in the securities industry. He used to work as the project manager of China Mobile Communications Corporation headquarters, the intermediate network operation supports supervisor of China Mobile Communications Group Guangdong Co., Ltd., the researcher of communication industry of Dongguan Securities Co., Ltd. and the product manager of Southern Fund Management Co., Ltd. Mr. Lei joined the company in October 2014 and has served as a researcher and assistant fund manager of Research Management Department, Deputy Director of the Equity Investment Department. He is currently the Director of the Equity Investment Department and fund manager. He has been the fund manager of MSCF Quality Life Selected Fund from April 2019 to January 2021, the fund manager of MSCF Technology Flexible Allocation Balanced Fund since April 2019, the fund manager of MSCF Innovation Flexible Allocation Balanced Fund since May 2020, the fund manager of MSCF Emerging Industries Equity Fund from March 2021 to March 2023, the fund manager of MSCF Digital Economy Fund since March 2023, the fund manager of MSCF High Prosperity Equity-biased Fund since May 2025.
Mr. Li Ziyang, with a Master's degree in Finance from Shanghai Jiao Tong University, has 6 years of experience in the securities industry. He used to be a research assistant of United Vision Asset Management Co., Ltd. and a researcher of Hotland Innovation Asset Management Co., Ltd. Mr. Li joined the company in July 2020 and have served as a researcher and assistant fund manager. Currently, He is a fund manager. He has served as the fund manager of MSCF Technology Flexible Allocation Balanced Fund since March 2025. |
