Maxwealth Growth Leading Mixed Fund

Overview

Maxwealth Growth Leading Mixed Fund is an open-ended mutual fund based in China, primarily focusing on growth-oriented investments. The fund aims to achieve long-term sustainable returns that surpass its benchmark through strict risk management practices. It invests between 60% and 95% of its total assets in equities, with a maximum of 50% allocated to Hong Kong stocks. Additionally, the fund maintains at least 5% of its net assets in cash and government bonds. The fund's investment strategy emphasizes a diversified portfolio across various sectors, including technology, consumer goods, healthcare, and financial services. By targeting both domestic and Hong Kong markets, it seeks to capitalize on growth opportunities within Greater China. The fund is managed by Ou ZiChen, who oversees its investment decisions and risk management processes. As of June 30, 2025, the fund's total assets amounted to 729.072 million CNY, reflecting its substantial presence in the market. The fund's net asset value (NAV) as of November 21, 2025, was 1.1942 CNY per share, indicating its performance over the preceding year. Investors can access the fund's offerings through its official website, www.maxwealthfund.com, or by contacting the fund directly at 021-51690111 or 021-5169018 for more information.

Portfolio Companies