| Fund Code | 233007 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 18-05-2010 |
| Custodian | China Construction Bank |
| Benchmark | CSI 300 Index ×80% + CSI Universal Bond Index ×20% |
| Investment Objective | Through in-depth research, the fund is committed to digging and investing in outstanding listed companies with sustainable growth ability and valuation advantages, and strives to obtain investment returns over benchmark. |
| Portfolio Allocation |
Stocks: 60%-95% growth stocks: ≥80% equity assets Bonds: 5%-40% 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), has 16 years of experience in the securities industry. 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 Dept.. He was the fund manager of MSCF Resources Select Balanced Asset Securities Investment Fund (LOF) from January 2015 to June 2017, fund manager of MSHF Mainland-HK New Value Flexible Allocation Balanced Securities Investment Fund from February 2016 to April 2017, fund manager of MSCF Outstanding Growth Balanced Fund since June 2017, fund manager of MSCF Quality Life Selected Fund from June 2017 to December 2018, fund manager of MSCF Healthcare Balanced Securities Investment Fund since June 2016, fund manager of MSCF Basic Industries Balanced Fund from May 2017 to March 2023, fund manager of MSCF Consumer-Led China Balanced Securities Investment Fund since December 2018, fund manager of MSCF Growing Domestic Demand Balanced Securities Investment Fund from December 2020 to December 2024, and fund manager of MSCF SH HK SZ Selected Fund since November 2021. |
