| Fund Code | 003311 |
| Operation Mode | Open-end |
| Fund Category | Stock |
| Inception Date | 12-04-2017 |
| Custodian | Bank of Communication |
| Benchmark | CSI 300 Index ×95% + Deposit Interest Rate(after tax) ×5% |
| Investment Objective |
Tracking SZSE 300 Price Index and seeking for excess return through enhanced qualitative investment strategy and adequate risk control, to achieve long-term asset appreciation and reduce portfolio risk.
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| Portfolio Allocation |
Stocks: 80%-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 higher than balanced funds, bond funds and money market funds. |
| Portfolio Manager |
Wu, Guoxiong Mr. Guoxiong Wu graduated from Hong Kong University of Science and Technology with a dual master's degree in financial mathematics and statistics. Mr. Wu is a certified FRM and has 10 years of securities industry experience. He previously served at the Risk Management Department of Essence Securities from August 2007 until April 2013. Mr. Wu joined MSHF in May 2013, and has served as risk manager in the risk management department, and analyst and fund manager’s assistant in the quantitative investment department. Mr. Wu is currently investment manager in the quantitative investment department. He became fund manager of the MSHF Quantitative Allocation Balanced Fund in June 2016, fund manager of the MSHF SZSE 300 Enhanced Index Fund in July 2016, MSHF Smart Beta Mid/Small Cap Elasticity Equity Fund in January 2017, and fund manager of the MSHF Smart Beta Large Cap Elasticity Equity Fund in April 2017. |
