Products

Morgan Stanley Huaxin Multi-Asset 18-month Rolling Bond Investment Fund

Fund Code 001655
Operation Mode Open-end
Fund Category Bond
Inception Date 17-11-2015
Custodian China Minsheng Bank
Benchmark S&P China Bond Index×90%+ CSI 300 Index ×10%
Investment Objective With strict disciplined risk management measures, the fund will obay an active portfolio management strategies to seek maximum returnsn with lower risk, including current yield and capital appreciation.

 

Portfolio Allocation Bonds: 0%-80%
Other financial instruments: 0%-20%
Cash, cash equivalent, 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. Li Yi holds a master's degree in National Economics from Central University of Finance and Economics and has 16 years of securities industry experience. Having joined our company in July 2005, she previously served as a bond analyst, assistant fund manager of MSHF Money Market Fund, and deputy head of the Fixed Income Investment Department. Ms. Li currently serves as assistant general manager, director and fund manager of Fixed Income Investment Department. She was the fund manager of MSHF Money Market Fund from November 2008 to January 2015. She has been fund manager of MSHF Multiple Income Bond Securities Investment Fund since August 2012, fund manager of MSHF Enhanced Stable Return 18-month Interval Closed-end Bond Securities Investment Fund since June 2013, and fund manager of MSHF Advanced Stable Return 18-month Interval Closed-end Bond Securities Investment Fund since September 2014, and fund manager of MSHF Multi-Asset 18-month Interval Closed-end Bond Securities Investment Fund from November 2015 to June 2017.