| Fund Code | 001737 |
| Operation Mode | Open-end |
| Fund Category | Balanced |
| Inception Date | 2016-02-03 |
| Custodian | Bank of Communications |
| Benchmark | CSI 300 Index×40% + CSI Composite Bond Index×40% + Hang Seng Composite Index Return×20% |
| Investment Objective | Adjust the allocation ratio of stocks, bonds and money market instruments according to the market trend of all kinds of assets and earnings risk by comparison, in order to optimize the balance between risks and benefits. |
| Portfolio Allocation |
Stocks: 0%-95% Warrants Investments: ≤ 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. Wang Dapeng, Ph.D in Finance at Sun Yat-sen University, certified public accountant (CPA). Previously, he served as a lecturer of finance at Changchun University of Technology’s College of Business Administration, and pharmaceutical industry analyst at Baoying Fund Management Co., Ltd. Mr. Wang joined the company in December 2010 and has served as an analyst, assistant director, deputy director of Research Management Dept., and currently serves as the director and fund manager of Research Management Department.
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