| Fund Code | 003312 |
| Operation Mode | Open-end |
| Fund Category | Stock |
| Inception Date | 16-01-2017 |
| Custodian | Bank of Communications |
| Benchmark | CSI 500 Index ×95% + Deposit Interest Rate(after tax) ×5% |
| Investment Objective |
On the base of controlled risk, the fund aims to achieve excess returns and long-term capital growth by utilizing a quantitative-weighted allocation strategy on CSI 500 constituent stocks.
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| Portfolio Allocation |
Stocks: 80%-95% Bonds and other financial instruments: 5%-20% Cash, cash equivalent, and other government bonds that will mature in one year: ≥5%. |
| Risk-Return Characteristic | It is a high risk and high return product. Its expected risk and return is the highest among balanced funds, bond funds and money market funds. |
| Portfolio Manager |
Mr. Chen Jianfu holds a Ph.D. in Applied Mathematics from University of Southern California and has 11 years of securities industry experience. Previously, he served as a quantitative analyst of United Bank of America, senior quantitative analyst of HSBC Securities, and senior quantitative researcher of Sunshine Asset Management Co., Ltd. Mr. Chen joined our company in July 2018 and has served as fund manager of MSHF Quantitative Allocation Balanced Fund since August 2018. He served as fund manager of MSHF Smart Beta Mid/Small Cap Elasticity Equity Fund from August 2018 to September 2020.
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