Products

Morgan Stanley Huaxin New Opportunity Flexible Allocation Balanced Securities Investment Fund

Fund Code 001348
Operation Mode Open-end
Fund Category Balanced
Inception Date 24-06-2015
Custodian China Minsheng Bank
Benchmark CSI 300 Index Return x 50%+CSI Universal Bond Index Return x 50%
Investment Objective Take active management investment strategies, to achieve stable return through disciplined investment risk control.

 

Portfolio Allocation Stocks: 0-95%
Warrants: 0%-3%
Cash, cash equivalent, and other government bonds that will mature in one year: ≥5%.
Risk-Return Characteristic Its expected risk and return is lower than equity funds, higher than bond funds and money market funds.
Portfolio Manager

Mr. Miao Donghang holds a master's degree in Finance from Peking University and has 14 years of securities industry experience. Previously, he served as a construction materials industry analyst at HuaAn Fund Management Co., Ltd. In September 2012, he joined the company and served as an analyst and fund manager assistant of the Research Management Department. Now he is a fund manager of the Equity Investment Department. He has been the fund manager of MSCF Theme Select Balanced Fund since January 2017, the fund manager of MSHF New Opportunity Balanced Fund from May 2017 to January 2021, the fund manager of MSHF New Trend Balanced Fund from November 2017 to December 2020, the fund manager of MSCF Innovation Flexible Allocation Balanced Fund from December 2017 to May 2020, the fund manager of MSCF Outstanding Growth Balanced Fund from March 2021 to February 2023, the fund manager of MSCF Aggressive Growth Selected Fund from May 2017 to May 2020 and since April 2021, the fund manager of MSCF Quality Life Selected Securities Investment Fund and MSCF Leading Advantage Balanced Fund since November 2024.