| Fund Code | 014247 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 2022-02-24 |
| Custodian | Agricultural Bank of China |
| Benchmark | CSI Leading Consumption and Services Index ×70% + CSI SH-HK-SZ Connect Modern Service Index ×10% + RMB Current Deposit Rate (after tax) ×20% |
| Investment Objective |
The fund focuses on investment opportunities in the modern service industries and strives to realize long-term stable asset appreciation through selecting high-quality stocks related to modern service industries. |
| Portfolio Allocation |
Stocks: 60%-95% H shares: 0-50% equity assets Modern service industries relevant stocks: ≥ 80% non-cash fund 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 | Ms. Shen Jing holds a Master's degree in Accounting and Finance from the University of Manchester. She used to be an institutional sales manager and coal industry analyst of China Merchants Securities Co., LTD. Ms. Shen joined the company in June 2017 and has served successively as an industry analyst and assistant fund manager in the Research Management Department. Now she is a fund manager in the Equity Investment Department. |
