| Fund Code | 001738 |
| Operation Mode | Open-end |
| Fund Category | Balanced |
| Inception Date | 27-11-2017 |
| Custodian | China Merchants Securities Co., Ltd |
| Benchmark | CSI 300 Index ×50% + CSI Universal Bond Index ×50% |
| Investment Objective | The fund adopts active management investment strategy on the premise of fully control over risk, and seeks for stable returns for investors. |
| Portfolio Allocation |
Stocks: 0%-95% 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. |
