| Fund Code | 000025 |
| 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) ×40%+ CSI Convertible Bond Index ×40%+ ChinaBond Treasury Bond Aggregate Index Full Price Index (Total Value) ×20% |
| 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 with 13 years of experience in securities industry. 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. She has been the fund manager of MSCF An Ying Wen Gu Fund since March 2024, the fund manager of MSCF 18-month Advanced Bond Fund from April 2024 to September 2025, the fund manager of MSCF 18-month Enhanced Bond Fund since May 2024, the fund manager of MSCF Multiple Income Bond Fund since August 2024, the fund manager of MSCF NCD Index 7D Fund from November 2024 to January 2026, the fund manager of MSCF Wenfeng Interest Rate Bond Fund since December 2024, the fund manager of MSCF Heng'an 30D Bond Fund since August 2025, the fund manager of MSCF ChinaBond 1-5yr Policy Bank Bond Index since November 2025, the fund manager of MSCF Tianyi Bond Fund since December 2025, the fund manager of Morgan Stanley China Dual-Benefit Enhanced Return Bond Securities Investment Fund and Morgan Stanley Hengli Bond Securities Investment Fund since January 2026. |
