| Fund Code | 001737 |
| Operation Mode | Open-end |
| Fund Category | Balanced |
| Inception Date | 03-02-2016 |
| 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), has 13 years of experience in the securities industry. 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 our company in December 2010, and currently serves as Head of Research Management Dept. and fund manager, having served as an analyst in the Research Management Dept., assistant to the head of Research Management Dept., deputy head of Research Management Dept. He was the fund manager of MSHF Resources Select Balanced Asset Securities Investment Fund (LOF) from January 2015 to June 2017, fund manager of MSHF Mainland-HK New Value Flexible Allocation Balanced Securities Investment Fund from February 2016 to April 2017, and fund manager of MSHF Outstanding Growth Balanced Fund and MSHF Quality Life Selected Fund from June 2017 to December 2018. He has been fund manager of MSHF Healthcare Balanced Securities Investment Fund since June 2016, fund manager of MSHF Basic Industries Balanced Fund since May 2017, fund manager of MSHF Consumer-Led China Balanced Securities Investment Fund since December 2018, and fund manager of MSHF Growing Domestic Demand Balanced Securities Investment Fund since December 2020.
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