| Fund Code | 233001 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 2004-03-26 |
| 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%<br /> Basic industry relevant stocks: ≥80% equity assets<br /> Bonds: 20%-70%<br /> Cash, cash equivalents, and other government bonds that will mature in one year: ≥5%<br /> |
| 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. Shen Jing holds a Master's degree in Accounting and Finance from the University of Manchester. She used to be an institutional sales manager and coal industry analyst of China Merchants Securities Co., LTD. Ms. Shen joined the company in June 2017 and has served successively as an industry analyst and assistant fund manager in the Research Management Department. Now she is a fund manager in the Equity Investment Department. |
