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

Disclaimer

Oakwise Capital Management Limited (“Oakwise Capital”) is licensed with the Securities and Futures Commission of Hong Kong (the “SFC”) for Type 4 and 9 regulated activities in Hong Kong. This website provides information about Oakwise Capital and its services and products. This website is not directed to any person in any jurisdiction where doing so would contravene any laws or regulations. If you proceed to visit this website, it will be considered that you have acknowledged and ensured that you are permitted to access and use the information in this website by local laws and rules of the place where you are residing (“Qualified User”), as well as that you have read and understood the disclaimer, which you have accepted and agreed with.

Information provided on this website is for reference only. The information on this website is not intended to constitute an offer, solicitation of an offer, to purchase or sell any product, fund or investment advice by Oakwise Capital. Investment involves risk. Past performance is not indicative of future result of an investment. The value of an investment may fall as well as rise and may become valueless. For more information, please read the related documents, especially about the nature and risk of the fund.

Oakwise Capital may post new information from time to time without prior notice, and it does not assume any obligation to update or correct any information and explicitly disclaims any duty to do so. The actual results may be different from the expectations.

Cache

Oakwise Capital does not accept responsibility for any interference or damage to your own computer system which arises in connection with your use of this website or any linked website. A cookie is utilized on this website to check whether you have read and agreed to these Terms. The cookie does not contain any personally identifiable information. Unfortunately, if your browser is set up to reject cookies, you will not be able to see the content of this website. All copyrights reserved and its contents including all information, graphics, code, text and design in this website are owned by Oakwise Capital and should not be reproduced or distributed without its permission.

Hyperlink

If you access this website through another website, Oakwise Capital will not assume any legal or other responsibilities for the accuracy of the information provided by those websites.

When you log into our website, certain links may skip to another website. Oakwise Capital has not reviewed any other websites linked to this website, nor does it endorse or assume any responsibility for the services, products or other items provided by those websites.

Privacy Policy

Oakwise Capital Management Limited is committed to maintaining your personal data—that is, information relating to a living individual from whom it is practicable for the identity of the individual to be directly or indirectly ascertained- in accordance with the requirements of the Personal Data (Privacy) Ordinance (Cap 486 of Hong Kong Laws) (the “Ordinance”) and General Data Protection Regulation (GDPR) and will take reasonable steps to ensure that your personal data is kept secure against unauthorized access, loss, disclosure and destruction. Please be aware that this Statement replaces any notice or statement of similar nature issued by Oakwise Capital previously, pursuant to the Ordinance and GDPR.