Focus on technology mainline and broad-cycle value investment opportunities, with China Bank Fund's strong support.

In recent times, open-source AI agents represented by OpenClaw (“Lobster”) have emerged out of nowhere, once again igniting the global tech community. This development also marks a new stage in which artificial intelligence has moved on from merely “conversational interaction” to autonomous “task execution.” As technology moves from “ideas” to “implementation,” the related industry trends are also taking shape to usher in a new round of investment opportunities. How to precisely capture this wave of upside becomes the core focus for many investors and institutions.

Bank of BOC Schroder Fund’s Bank of BOC Strategic Emerging Industries Equity Fund (Class A: 001677, Class C: 010812) aims to discover investment opportunities in strategic emerging industries and provide investors with an allocation tool to share in companies’ growth and transformation.

In recent months, the vast universe of technological innovation and the pulse of recovery in traditional cycles have intertwined and resonated, and market opportunities have gradually become more prominent.

On the one hand, the technology growth main line benefits from the global AI industry cycle, and the heat level of related tracks has continued to rise;

On the other hand, as capacity is worked through and supply clearance gradually transmits, in some industries the input-output ratio has shown signs of stabilizing, and products with a cyclical style have performed relatively better.

As a key product of Bank of BOC Schroder Fund in the equity market, the Bank of BOC Strategic Emerging Industries Fund focuses on high-quality listed companies that are related to themes in strategic emerging industries, have distinctive business models, clear competitive advantages, a long-term and sustainable growth model, and a valuation level that is relatively reasonable. It accompanies investors in sharing capital appreciation brought by companies’ growth and industry transformation, and focuses on investment opportunities along the technology main line and in broad cyclical value.

Currently, Bank of BOC Schroder Fund is working to build a platform-based, integrated research-and-investment coordination mechanism to enhance its core research and investment capabilities in active equities. The Bank of BOC Strategic Emerging Industries Fund is managed by Si Jia Li as the fund manager. As an “all-sector player” who previously worked as a researcher in fields such as cycle, finance, and growth, Li Si Jia’s industry coverage is relatively comprehensive, and she has deep understanding of industry trends.

In terms of investment philosophy, based on fully considering the risk-return ratio, Li Si Jia is committed to pursuing steady and sustainable growth-oriented return. She emphasizes the replicability of her investments, strives to deeply analyze the logic behind the investments, clearly understand the root causes of return generation, and aims to be able to precisely capture opportunities and achieve the continuous generation of returns when new investment opportunities arise.

In risk control, Li Si Jia always places improving investors’ holding experience in an important position. In investment practice, Li Si Jia uses the Beta sources of a balanced portfolio to grasp the core trading conflicts in industries; at the same time, she adheres to an industry-balanced allocation strategy to avoid excessive exposure to any single industry or style factor.

With the top-level design of the “14th Five-Year Plan” continuing to place sustained emphasis on the capital market, and the implementation of a series of reform measures, policy dividends continue to be released. **Against this backdrop, **technology growth sectors that combine policy support with industry trend tailwinds, and cyclical sectors that benefit from price stabilization and rebound, may have a chance to become one of the main market themes. (Jin Xun)

Performance explanation:

Bank of BOC Strategic Emerging Industries A was established on November 26, 2015, and Li Si Jia began managing the fund on October 20, 2023. The fund’s returns over the past five years / performance benchmark returns were respectively: 2021: 25.75% / 0.03%, 2022: -19.96% / -17.10%, 2023: -16.54% / -7.89%, 2024: 18.19% / 11.17%, 2025: 52.64% / 16.27%.

Bank of BOC Strategic Emerging Industries C was established on December 11, 2020, and Li Si Jia began managing the fund on October 20, 2023. The fund’s returns over the past five years / performance benchmark returns were respectively: 2021: 25.31% / 0.03%, 2022: -20.29% / -17.10%, 2023: -16.87% / -7.89%, 2024: 17.73% / 11.17%, 2025: 52.02% / 16.27%.

The fund manager has no similar products under management. “Similar” refers to “1.1.1 Equity fund—standard equity fund—standard equity fund,” according to Galaxy Securities.

Risk warning: Funds involve risk; investors should be cautious. The fund manager manages and uses fund assets in accordance with the principles of due diligence, honesty and trustworthiness, and prudent diligence, but does not guarantee that this fund will surely make a profit, nor does it guarantee a minimum return. Under a small number of extreme market conditions, there is a risk that the fund’s investments may result in losses of all the principal. The fund’s past performance does not indicate its future performance. The performance of other funds managed by the fund manager does not constitute a guarantee of this fund’s performance. Before investing in this fund, investors must fully understand this fund’s product characteristics and investment risks, and bear the potential losses that may occur in the event that the fund’s investments underperform. Before making an investment decision, please read carefully the fund contract, the prospectus, the product information summary, and other documents to understand the fund’s specific situation, determine whether the fund matches your own risk tolerance based on your investment objectives, investment horizon, investment experience, and asset situation, and complete the matching test between your risk tolerance and the product’s risk as required by the sales机构.

This fund is an R3 product with a medium-high risk level, and is only suitable for investors whose product risk tolerance level is C3 or above. When being recognized/ subscribed through distributors, the risk rating rules of the distributors shall prevail. This fund is an equity fund (a securities investment fund), which is a securities investment fund type with high expected risk and high expected return. Its expected risk and expected return are higher than those of hybrid funds, bond funds, and money market funds. Investments involve risk; under the influence of factors such as market volatility, the fund’s investments may incur losses, and under a small number of extreme market conditions there is a risk of losing all principal.

Bank of BOC Strategic Emerging Industries A fee rate:

Bank of BOC Strategic Emerging Industries C fee rate: