Products

Morgan Stanley China Digital Economy Hybrid Securities Investment Fund A

Fund Code 017102
Operation Mode Open-end
Fund Category Hybrid
Inception Date 02-03-2023
Custodian Bank Of China
Benchmark CSI Digital Economy Index ×80% + RMB Current Deposit Rate (after tax) ×20%
Investment Objective The fund strives to realize long-term stable asset appreciation through investing in high-quality stocks related to digital economy industries.
Portfolio Allocation Stocks: 60%-95%
Digital economy 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. He is currently the Deputy Director of the Equity Investment Department and fund manager. From April 2019 to January 2021, he served as the fund manager of Morgan Stanley Huaxin Fund Quality Life Featured Fund. Since April 2019, he has served as the fund manager of MSCF Technology Flexible Allocation Balanced Fund. Since May 2020, he has served as the fund manager of MSCF Innovation Flexible Allocation Balanced Securities Investment Fund. From March 2021 to March 2023, he served as the fund manager of MSCF Emerging Industries Equity Fund. Since March 2023, he has served as the fund manager of MSCF Digital Economy Fund.