| Fund Code | 233008 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 2010-12-03 |
| Custodian | China Construction Bank |
| Benchmark | CSI 300 Index ×55% + CSI Universal Bond Index ×45% |
| Investment Objective | The fund seeks and invests in the consumer industry and related industries that are rapidly developing driven by growth and structural changes of the consumer industry, aiming to achieve stable long-term asset appreciation on the premise of disciplined investment risk control. |
| Portfolio Allocation |
Stocks: 30%-80% Consumer industry relevant stocks: ≥80% equity assets Cash and Bonds: 20%-70% 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.
Mr. Pan Haiyang holds a Master's degree in Finance from Nankai University. He has served as an analyst at Huatai Securities Co., Ltd., an analyst at TF Securities Co., Ltd., and an investment manager at Sealand Securities Co., Ltd. Mr. Pan joined the company in December 2021, formerly serving as an assistant fund manager and currently as a fund manager. |
