Products

Morgan Stanley China Wenfeng Interest Rate Bond Securities Investment Fund A

Fund Code 022786
Operation Mode Open-end
Fund Category Bond
Inception Date 2024-12-25
Custodian Bank of Jiangsu
Benchmark ChinaBond Treasury and Policy Bank Bond Index*90%+ One-year time deposit rate (after tax)*10%
Investment Objective <p> On the premise of strictly risk control, the fund aims to achieve long-term and stable asset appreciation. </p>
Portfolio Allocation Bonds:≥80%
Interest Rate Bonds:≥80% non-cash asset
Cash, cash equivalents, and other government bonds that will mature in one year: ≥5%
Risk-Return Characteristic Its expected risk and return is lower than balanced funds and equity funds, higher than money market funds.<br />
Portfolio Manager Ms. Wu Huiwen holds a master's degree in Financial Engineering from Wuhan University. Formerly she worked as an investment manager of the Fixed Income Department of Great Wall Securities Co., LTD., and the investment manager of the Mutual Fund Asset Management Department of Essence Securities Asset Management Co., LTD. Ms. Wu joined the Company in August 2023 and was previously the assistant department head and deputy head of Fixed Income Investments Department. She currently serves as the co-head of the Fixed Income Investment Department and fund manager.