| Fund Code | 017922 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 20-06-2023 |
| Custodian | China Construction Bank |
| Benchmark | CSI 300 Index × 75% + Hang Seng Index ×10% + CSI Universal Bond Index×15% |
| Investment Objective |
The fund seeks for excess return as well as long-term stable asset appreciation through proactive asset allocation and appropriate risk control. |
| 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. He Xiaochun, graduated from Zhongnan University of Economics and Law with PhD degree in Industrial Economics. He has 24 years of experience in the Securities and Futures industry, used to be the head to set up for Century Securities Jiangxi Branch, he then worked as Director of Equity Investment Department, Deputy Director of Research Department as well as fund manager in Golden Eagle Fund Management Co. Ltd.. He has also worked in several roles in Shenzhen Jifu Ruitai Asset Management Co. Ltd. afterwards, acted as legal representative, General Manager, Executive Director and investment manager. He joined Morgan Stanley Investment Management (China) Company Limited in December 2017, and now is the Deputy General Manager of the company, Director of Equity Investment Department and fund manager. He has been the fund manager of MSCF Quality Life Selected Securities Investment Fund since February 2018, the fund manager of MSCF Leading Advantage Balanced Fund since September 2019, the fund manager of MSCF Youyue Anhe Balanced Fund since September 2020, the fund manager of MSCF Emerging Industries Equity Fund since February 2021, the fund manager of MSCF You Xiang 6M Holding Period Balanced Fund since July 2021, and the fund manager of MSCF You Zhi Selected Fund since June 2023. |
