| Fund Code | 020233 |
| Operation Mode | Open-end |
| Fund Category | Hybrid (equity-lean) |
| Inception Date | |
| Custodian | China Construction Bank |
| Benchmark | CSI 300 index × 85% + RMB Current Deposit Rate (after tax) ×15% |
| Investment Objective | Under the premise of risk control, the fund uses bottom-up stock selection strategy to identify companies with growth opportunity and strive to achieve long-term growth of fund assets. |
| Portfolio Allocation |
Stocks: 60%-95% H shares: 0-50% equity assets Cash, cash equivalent, 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. Lei Zhiyong, Master in Computer Software and Theory of Peking University, has 12-year experience in the securities industry. He used to work as the project manager of China Mobile Communications Corporation headquarters, the intermediate network operation supports supervisor of China Mobile Communications Group Guangdong Co., Ltd., the researcher of communication industry of Dongguan Securities Co., Ltd. and the product manager of Southern Fund Management Co., Ltd. Mr. Lei joined the company in October 2014 and has served as a researcher and assistant fund manager of Research Management Department, Deputy head of the Equity Investment Department. He is currently the head of the Equity Investment Department and fund manager. From April 2019 to January 2021, he served as the fund manager of Morgan Stanley China Fund Quality Life Featured Fund. Since April 2019, he has served as the fund manager of MSCF Technology Flexible Allocation Balanced Fund. Since May 2020, he has served as the fund manager of MSCF Innovation Flexible Allocation Balanced Securities Investment Fund. From March 2021 to March 2023, he served as the fund manager of MSCF Emerging Industries Equity Fund. Since March 2023, he has served as the fund manager of MSCF Digital Economy Fund. |
