| Fund Code | 233011 |
| Operation Mode | Open-end |
| Fund Category | Hybrid |
| Inception Date | 2012-03-13 |
| Custodian | China Construction Bank |
| Benchmark | CSI A500 Index*90%+ ChinaBond Composite Index Total Return Index (Within 1 year)*5%+Current Deposit Benchmark Interest Rate*5% |
| Investment Objective | The fund exploits investment opportunities in economic development and structure transformation in China, to achieve stable long-term asset appreciation with comprehensive risk management and liquidity control. |
| Portfolio Allocation |
Stocks: 60%-95% Stocks defined in the contract: ≥80% equity assets Other financial instruments except for stocks: 5%-40% 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. Miao Donghang holds a master's degree in Finance from Peking University. Previously, he served as a construction materials industry analyst at HuaAn Fund Management Co., Ltd. In September 2012, he joined the company and served as an analyst and fund manager assistant of the Research Management Department. Now he is a fund manager of the Equity Investment Department.
Mr. Zhang Wei holds a Master's degree in Finance from the University of Exeter and a Master's degree in Business Administration from Beihang University. He is a Chartered Financial Analyst (CFA) . Mr. Zhang Wei has previously served as a market analyst at China Southern Airlines Shenzhen Branch, analyst at Meilian Rongtong Asset Management Co., Ltd., investment advisor at Ping An Securities Co., Ltd., product manager in the sales service department and researcher in the research management department of Morgan Stanley Investment Management (China) Company Limited, and general manager and chief investment officer at Zhuhai Hengqin Hetai Private Fund Management Co., Ltd. Mr. Zhang rejoined Morgan Stanley Investment Management (China) Company Limited in November 2022, formerly serving as an assistant fund manager and currently as a fund manager. |
