| Fund Code | 026421 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 2025-12-25 |
| Custodian | China Construction Bank |
| Benchmark | CSI 800 ESG Index*90%+CSI Aggregate Bond Index*5%+ Current Deposit Benchmark Interest Rate*5% |
| Investment Objective | Through asset allocation and quantitative methods, the fund selects stocks that are in line with ESG requirements and strives to achieve excess return as well as long-term capital appreciation. |
| Portfolio Allocation |
Stocks: 60%-95% Stocks in line with ESG requirements: ≥ 80% non-cash fund 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. Yu Bin, FRM, holds a master's degree in Economics from Nankai University. He used to serve as a risk analyst of Risk Management Department of China Merchants Securities Co., Ltd. and the fund manager of Quantitative and Derivatives Investment Department of Penghua Fund Management Co., Ltd. Mr. Yu joined the company in May 2019, serving as the director and fund manager of Quantitative Investment Department. |
