| Fund Code | 012369 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 2021-07-23 |
| Custodian | Agricultural Bank of China |
| Benchmark | CSI 300 Index ×75% + Hang Seng Index ×10% + CSI Universal Bond Index ×15% |
| Investment Objective | The fund adopts an active investment strategy and strives to realize stable return and long-term asset appreciation through asset allocation and stock selection. |
| Portfolio Allocation |
Stocks: 60%-95% H shares: 0-50% equity assets Cash, cash equivalents, and other government bonds that will mature in one year: ≥5% |
| Risk-Return Characteristic | Its expected risk and return are lower than equity funds and higher than bond funds and money market funds. |
| Portfolio Manager |
Mr. Yu Bin, FRM, holds a master's degree in Economics from Nankai University. He used to serve as a risk analyst of Risk Management Department of China Merchants Securities Co., Ltd. and the fund manager of Quantitative and Derivatives Investment Department of Penghua Fund Management Co., Ltd. Mr. Yu joined the company in May 2019, serving as the director and fund manager of Quantitative Investment Department.
Mr. Miao Donghang holds a master's degree in Finance from Peking University. 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.
|
