The Fund mainly invests in listed companies with sustainable leading growth ability and valuation advantages, shares the achievements of China's economic growth and capital market development, and seeks investment performance beyond the performance comparison benchmark.
Morgan Stanley Huaxin's leading stocks mainly invest in financial instruments with good liquidity, including domestic stocks, bonds, money market instruments, warrants, asset-backed securities and other financial instruments that laws, regulations or regulatory agencies allow the fund to invest. Stocks: 60%-95%; Bonds: 5%-40%; Cash is not less than 5%.
2. Morgan Stanley Huaxin Theme Preferred Stock:
The Fund invests in financial instruments with good liquidity, mainly including domestic stocks, bonds, short-term financial instruments, cash assets, warrants, laws and regulations or other financial instruments allowed by the China Securities Regulatory Commission, but it must comply with the relevant regulations of the China Securities Regulatory Commission. The proportion of the fund's investment portfolio is: stock assets account for 60%-95% of the fund's assets, stock investment is mainly concentrated in the stocks selected from the five investment themes determined by the fund, and the proportion of investment in such listed companies is not less than 80% of the fund's stock assets; Assets other than stocks account for 5% ~ 40% of the fund's assets, of which warrants account for 0% ~ 3% of the fund's net asset value; Cash or government bonds with a maturity of less than one year shall not be less than 5% of the net asset value of the fund.
3. The optimal combination of Morgan Stanley Huaxin Resources (LOF)
The fund will hold a stock portfolio dominated by resource stocks in the medium and long term, and pay attention to the asset allocation of resource-related industries, and choose the appropriate time.
Adopt "top-down" and "bottom-up" investment methods to embody asset management strategies in the process of asset allocation, industry allocation and stock bond selection.
The change range of stock investment ratio: 30%-95% of the fund's net asset value.
The change range of bond investment ratio: 0%-65% of the fund's net asset value.
The proportion of cash or government bonds with maturity within one year: not less than 5% of the fund's net asset value.