| Fund Code | 233001 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 26-03-2004 |
| Custodian | China Everbright Bank |
| Benchmark | CSI 300 Index ×55% + CSI Universal Bond Index ×45% |
| Investment Objective | Leveraging the stable growth of listed companies in basic industries amid sustainable economy development in China, the fund seeks to achieve stable long-term asset appreciation for fund investors. |
| Portfolio Allocation |
Stocks: 30%-80% Basic industry relevant stocks: ≥80% equity assets Bonds: 20%-70% 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 |
Ms. JUDY (Xiuzhu) CHEN holds a Master's degree in Chemical Engineering from Carnegie Mellon University and has 9 years of experience in the securities industry. She was a technical sales engineer at Baker Hughes Incorporated, an equity analyst at Shanghai Right Share Management Co., Ltd. She joined the company in January 2018 and has served successively as an analyst and assistant fund manager in the Research Management Department. Now she is a fund manager in the Equity Investment Department. She has been the fund manager of MSCF Emerging Industries Equity Fund and MSCF Basic Industries Balanced Fund since February 2023. |
