| Fund Code | 233010 |
| Operation Mode | Open-end |
| Fund Category | Index |
| Inception Date | 2011-11-15 |
| Custodian | China Construction Bank |
| Benchmark | SZSE 300 Index ×95% + RMB Current Deposit Rate (after-tax) ×5% |
| Investment Objective | The fund tracks SZSE 300 Index and seeks for excess return and lower tracking error through enhanced qualitative investment strategy, to achieve long-term asset appreciation. |
| Portfolio Allocation |
Stocks: 90%-95% stocks of SZSE 300 index constituents: ≥ 80% Other financial instruments except for stocks: 5%-10% Cash, cash equivalents, and other government bonds that will mature in one year: ≥5% |
| Risk-Return Characteristic | Its expected risk and return are the highest among hybrid funds, 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.
Mr. Wang Yinglin holds a Master's degree in Theoretical Physics from Beijing Normal University. He previously served as a quantitative researcher at Guangdong Guanxiang Capital Investment Co., Ltd. and as a financial engineering researcher at Dongguan Securities Co., Ltd. He joined the company in November 2017, and served as a researcher and assistant fund manager in the Quantitative Investment Department. Currently, he has been a fund manager in the Quantitative Investment Department. |
