Industrial Social Responsibility Securities Investment Fund
【 Fund Code 】
340007
【 Fund Type 】
Contracted open-ended
【 Inception Date 】
Apr. 30th, 2008
【 Fund Management Company 】
AEGON-INDUSTRIAL Fund Management Co., Ltd.
【 Fund Custodian 】
China Construction Bank
【Investment Philosophy 】
We consider comprehensive factors those exert great influences on enterprises development in decision-making proceedings. These evaluation factors cover the area of the economic indicators, sustainability, legal factors, ethics, and other factors. We aim to prompt the fulfilment of enterprises social responsibility and to promote the harmonious development of the society while pursuing an excellent investment performance.
【 Asset Allocation Weight 】
Equity: 65%-95%, Bond: 0%-30%, Warrant: 0%-3%, Cash and Treasury bond within one year: at least 5% usually.
【Benchmark 】
80%×Citics S&P 300 Index + 20%×Citics S&P treasury index
【 Risk and Return Features 】
High risk, high return.
【Fund Manager 】
Mr. Fu Pengbo, Master of Economics, ever served as an instructor in Economic and information management department, Shanghai University of Finance and Economics ,the department manager in Corporation Financing Service Department, Shenyin & Wanguo Securities Co., Ltd.,the Chief Strategic Analyst in Securities Research Institute of Orient Securities Co., Ltd.,and also worked as the Chief Strategic Analyst in China Universal Asset Management Co., Ltd.. He is now acting as the Deputy Director of Investment Department and the fund manager of Industrial Social Responsibility Fund.
AEGON-INDUSTRIAL Fund Management Co., Ltd. Copyright All rights reserved. ICP：08018085 20/F, Times Square, NO.500 Zhangyang Rd., PuDong New area, Shanghai (200122) Tel：(86-21)58368998 Email：service@xyfunds.com.cn
