| Fund Code | 233009 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 2011-05-17 |
| Custodian | China Construction Bank |
| Benchmark | CSI Smallcap 500 Index*90%+CSI Aggregate Bond Index*5%+Current Deposit Benchmark Interest Rate * 5% |
| Investment Objective | The fund selects and invests in stocks using a multi-factor qualitative model to achieve excess returns over the benchmark on the premise of adequate risk control. |
| Portfolio Allocation |
Stocks:60%-95% Other financial instruments except for stocks: 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. Yu Bin, FRM, holds a master's degree in Economics from Nankai University. He used to serve as a risk analyst of Risk Management Department of China Merchants Securities Co., Ltd. and the fund manager of Quantitative and Derivatives Investment Department of Penghua Fund Management Co., Ltd. Mr. Yu joined the company in May 2019, serving as the director and fund manager of Quantitative Investment Department. |
