Products

Morgan Stanley China Shanghai HongKong Shenzhen Selected Hybrid Securities Investment Fund C

Fund Code 013357
Operation Mode Open-end
Fund Category Hybrid
Inception Date 2021-11-23
Custodian Agricultural Bank of China
Benchmark CSI 300 Index ×40% + Hang Seng Index ×40% + RMB Current Deposit Rate (after tax) ×20%
Investment Objective Under the premise of risk control, the fund strives to realize long-term asset appreciation by using bottom-up stock selection to uncover companies with large growth potential.
Portfolio Allocation Stocks: 60%-95%
A shares + H shares: ≥80% non-cash fund assets
- A shares: ≥20% non-cash fund assets
- H shares: ≥20% non-cash fund assets and ≤50% equity 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. Wang Dapeng, Ph.D in Finance at Sun Yat-sen University, certified public accountant (CPA). Previously, he served as a lecturer of finance at Changchun University of Technology’s College of Business Administration, and pharmaceutical industry analyst at Baoying Fund Management Co., Ltd. Mr. Wang joined the company in December 2010 and has served as an analyst, assistant director, deputy director of Research Management Dept., and currently serves as the director and fund manager of Research Management Department.