Name |
Bosera Select Hybrid Securities Investment Fund
|
Abbreviation |
Select Hybrid Fund
|
Fund Code |
050004
|
Effective Date of the Contract
|
June 22.2004 |
Investment Objectives |
Based on value investment as its investment thesis, the Fund Manager would actively select stocks via bottom-up analysis, accompanied with active asset allocation and risk management, in order to achieve a steady return of the Fund while enjoying the results of the high growth of Chinese economy.
|
Benchmark |
75% × FTSE A600 Index + 20% × FTSE China Treasury Index + 5% × Cash Yield |
Custodian |
Industrial and Commercial Bank of China
|
Risk-return Characteristics |
The Fund is an actively managed equity fund. The risk and expected return for the Fund would be higher than those of a balanced fund. It is categorized as a medium-to-high risk investment instrument to unit-holders. The Fund would enforce stringent risk management controls in order to achieve its steady investment return in long-term for its unit-holders. |