| Fund Code | 000024 |
| Operation Mode | Open-end |
| Fund Category | Bond |
| Inception Date | 2013-03-26 |
| Custodian | China Construction Bank |
| Benchmark | ChinaBond Corporate Bond Index Full Price Index (Total Value)*70%+ChinaBond Treasury Bond Aggregate Index Full Price Index (Total Value)*20%+CSI Convertible Bond Index*10% |
| Investment Objective | Active allocation will be put between fixed-income financial instruments and equity assets, and using bottom-up securities selections to achieve stable long-term asset appreciation on the premise of strictly risk control. |
| Portfolio Allocation |
Bonds: ≥80% Credit bonds and convertible bonds: ≥ 80% fixed income assets Cash, cash equivalents, and other government bonds that will mature in one year: ≥5% |
| Risk-Return Characteristic | It is a low risk and low return product. Its expected risk and return is lower than balanced funds and equity funds, higher than money market funds. |
| Portfolio Manager |
Ms. Wu Huiwen holds a master's degree in Financial Engineering from Wuhan University. Formerly she worked as an investment manager of the Fixed Income Department of Great Wall Securities Co., LTD., and the investment manager of the Mutual Fund Asset Management Department of Essence Securities Asset Management Co., LTD. Ms. Wu joined the Company in August 2023 and was previously the assistant department head and deputy head of Fixed Income Investments Department. She currently serves as the co-head of the Fixed Income Investment Department and fund manager. |
