| Fund Code | 020244 |
| Operation Mode | Open-end |
| Fund Category | Bond |
| Inception Date | 2023-12-06 |
| Custodian | China Construction Bank |
| Benchmark | ChinaBond Treasury Bond Aggregate Index Full Price Index (Total Value) ×40% + ChinaBond Corporate Bond Index Full Price Index (Total Value) ×60% |
| Investment Objective | <span>Invests on credit bond, interest bond and other fixed-income asset through active investment management, to achieve sustainable and stable returns under risk management</span> |
| Portfolio Allocation |
Bonds: ≥80% Credit bonds: ≥ 80% non-cash assets Cash, cash equivalents, and other government bonds that will mature in one year: ≥5% |
| Risk-Return Characteristic | <span>It is a low risk and low return product. 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. |
