Products

Morgan Stanley China Multi-strategy Quantitative Equity Securities Investment Fund

Fund Code 001291
Operation Mode Open-end
Fund Category Equity
Inception Date 02-06-2015
Custodian China Construction Bank
Benchmark CSI 300 Index ×85% + S&P China Bond Index ×15%
Investment Objective The fund uses multi-strategy quantitative models to capture opportunities out of market mispricing from different investment dimensions and under different market conditions, to achieve long term stable growth of fund assets and reduce portfolio risk.
Portfolio Allocation Stocks: 80%-95%
Cash, cash equivalents, and other government bonds that will mature in one year: ≥5%
Risk-Return Characteristic Its expected risk and return are the highest among hybrid funds, bond funds and money market funds.
Portfolio Manager Mr. Yu Bin, FRM, holds a master's degree in Economics from Nankai University and has 17 years of securities industry experience. 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. He has been the fund manager of MSCF SZSE 300 Enhanced Index Securities Investment Fund, MSCF Multi-Strategy Quantitative Equity Securities Investment Fund and MSCF Multi-factor strategy Balanced Securities Investment Fund since August 2019, the fund manager of Morgan Stanley China ESG Quantitative Pioneer Balanced Securities Investment Fund since July 2020, the fund manager of Morgan Stanley Huaxin MSCI China A Enhanced Index Securities Investment Fund from July 2020 to April 2023, the fund manager of MSCF Quantitative Allocation Balanced Fund since December 2023, the fund manager of MSCF You Xiang 6M Holding Period Balanced Fund since December 2024.