| Fund Code | 233012 |
| Operation Mode | Open-end |
| Fund Category | Bond |
| Inception Date | 2012-08-28 |
| Custodian | China Construction Bank |
| Benchmark | CSI 300 Index*15%+ChinaBond Composite Index Total Return Index (Total Value)*75%+CSI Convertible Bond Index*5%+Current Deposit Benchmark Interest Rate*5% |
| Investment Objective | Asset allocation strategies will be put between fixed-income instruments and equity assets, to achieve stable long-term asset appreciation under strictly risk control. |
| Portfolio Allocation |
Bonds: ≥80% Stocks: 0%-20% Cash, cash equivalent, and other government bonds that will mature in one year:≥5%. |
| Risk-Return Characteristic | It is a low risk and low return product. Its expected risk and return is lower than balanced funds and equity funds, higher than money market funds. |
| Portfolio Manager |
Ms. Wu Huiwen holds a master's degree in Financial Engineering from Wuhan University. Formerly she worked as an investment manager of the Fixed Income Department of Great Wall Securities Co., LTD., and the investment manager of the Mutual Fund Asset Management Department of Essence Securities Asset Management Co., LTD. Ms. Wu joined the Company in August 2023 and was previously the assistant department head and deputy head of Fixed Income Investments Department. She currently serves as the co-head of the Fixed Income Investment Department and fund manager.
Mr. Wang Weiming holds a Master's degree in Finance from Wuhan University. He is a Chartered Financial Analyst (CFA) with 19 years of experience in the securities industry. Formerly he served as the Strategy and Stock Reform Specialist of Shenzhen Airlines Co., Ltd., then he worked as an Investment Advisor of Guosen Securities Co., Ltd. Shenzhen Tairan 9th Road Securities Business Department. Mr. Wang joined the company in March 2010 and have held various positions including Product Analysis Manager in the Marketing Department, Business Assistant to the investment director, Trader in the Trading Department, and the Assistant Investment Manager in the Privately Offered Fund Department. Currently, he is the Deputy Director of Investment, Investment Manager as well as Fund Manager in the Privately Offered Fund Department.
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