| Fund Code | 014868 |
| Operation Mode | Open-end |
| Fund Category | Bond |
| Inception Date | 2022-01-26 |
| Custodian | Agricultural Bank of China |
| Benchmark | CSI Universal Bond Index ×90%+ CSI 300 Index ×10% |
| Investment Objective | <span>Asset allocation strategies will be put between fixed-income instruments and equity assets, to achieve stable long-term asset appreciation.</span> |
| Portfolio Allocation |
Bonds: ≥80% Cash, cash equivalent, and other government bonds that will mature in one year: ≥5%. |
| Risk-Return Characteristic | <span>Its expected risk and return is lower than balanced funds and equity funds, higher than money market funds.</span> |
| Portfolio Manager |
Mr. Shi Tongliang holds a master's degree in Mathematics from Tsinghua University. Previously, he served as a bond analyst at China Securities and the chief bond analyst at BOCI Securities Limited. Mr. Shi joined the company in December 2014 and previously served as a credit analyst, assistant fund manager, assistant department head and deputy head (presiding) of Fixed Income Investment Department. He is currently the co-head of Fixed Income Investment Department and fund manager. |
