Oakwise Capital 瑞橡资本

Fund Products

Oakwise Capital Private Product Overview

Value Fund Series

Value Fund Series is an umbrella-structured fund, which mainly invests in secondary market,focusing on fixed income. The Fund exists to offer a range of Sub-Funds with diverse investment strategies to fulfil investors’ different investment needs.

Enhanced Income Series

This series primarily invests in Chinese USD bond , which can provide not only short-term fixed income, but also a higher floating income with leverage. It is an ideal choice of liquidity management or robust asset allocation for professional investors.

China High Yield Income Series

The series aims to achieve medium to long-term capital appreciation by primarily investing in the Greater China region and Asia Pacific high yield fixed income securities.

Multi-Strategy Growth and Income Series

As a commingled series, it invests in bond, equity and pre-IPO projects, providing investors with stable investment returns through decentralized allocation

Stable Growth Series

As a commingled series, it mainly invests in China US dollar corporate bonds and highly selective stocks in new economy industries, so as to obtain outperformed returns for investors

Innovation Fund Series

Innovation Fund Series primarily invests in Private Equity Market. The Fund exists to offer investors a range of Sub-Funds focusing on new-generation IT, Advanced Manufacturing, Consumer & Retail, TMT, Biomedical, New Energy and other industrial leading enterprises in new economy industries, and obtained outstanding investment performance.

Growth Fund Series

Growth Fund Series primarily invests in highly selective stocks with high quality across the globe. With different investment themes, the Fund exists to offer a range of portfolios,
which seek to benefit from their respective industry growth.


Global Technology Select Series

This Series aims to deliver outperformed returns by primarily investing in global leading technology companies and fast-growing technology companies

Global Healthcare Select Series

This Series seeks to benefit from the explosive growth of global healthcare industry by primarily investing in the global healthcare industry leaders and high-growth innovative healthcare companies


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