| Fund Code | 163302 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 27-09-2005 |
| Custodian | China Everbright Bank |
| Benchmark | CSI 300 Index ×70% + S&P China Bond Index ×30% |
| Investment Objective | Through investing in listed companies that enjoy the economic value of China’s resources, the fund seeks to achieve stable long-term asset appreciation and sustainable returns for fund investors. |
| Portfolio Allocation |
Stocks: 30%-95% Resources relevant stocks: ≥80% equity assets Bonds: 0%-65% 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 | Ms. Shen Jing holds a Master's degree in Accounting and Finance from the University of Manchester and has 10 years of experience in securities industry. She used to be an institutional sales manager and coal industry analyst of China Merchants Securities Co., LTD. Ms. Shen joined the company in June 2017 and has served successively as an industry 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 Resources Select Balanced Fund since February 2023, fund manager of MSCF Growing Domestic Demand Balanced Fund since July 2024, fund manager of MSCF Service Fund on December 2023. |
