According to Article 12 of the "Interim Measures for the Supervision and Administration of Private Equity Funds", qualified investors of private equity funds refer to those who have the corresponding risk identification capabilities and risk-taking capabilities, and the amount invested in a single private equity fund is not low Units and individuals with net assets of no less than 1 million

thousands and meeting the following relevant standards:

(1) Units with net assets of not less than 10 million yuan;

( 2) Individuals whose financial assets are not less than 3 million yuan or whose average annual personal income in the past three years is not less than 500,000 yuan.

The financial assets mentioned in the preceding paragraph include bank deposits, stocks, bonds, fund shares, asset management plans, bank financial products, trust plans, insurance products, futures rights, etc.

1. What is a private equity fund?

Private equity funds are relative to public funds. Simply put, they are aimed at specific high-net-worth individuals (certified by qualified investors, with a minimum investment of 1 million for the fund) to conduct asset integration investments. Private equity institutions invest in investment funds that invest in stocks, equities, bonds, futures, options, fund shares and other investment targets (such as art, red wine, etc.) stipulated in the investment contract, referred to as private equity funds.

2. What are the requirements for private equity fund investment?

1. Regulatory requirements for private equity fund investment

According to the "New Regulations on the Supervision and Administration of Private Equity Investment Funds" (1) Fundraising institutions should conduct questionnaires, etc. before recommending private equity funds to investors. method to evaluate investors’ risk identification capabilities and risk-taking capabilities;

(2) The fundraising agency shall require investors to commit in writing that they meet the standards of qualified investors;

( 3) The validity period of the investor assessment results shall not exceed 3 years at most. When the fundraising agency recommends private equity funds to investors after the expiration date, it must conduct a new investor risk assessment;

(4) The same private equity fund product If the investor's holding period exceeds 3 years, there is no need to conduct investor risk assessment again;

(5) When there is a major change in the investor's risk-taking ability, he or she may actively apply for a re-evaluation of his or her risk-taking ability.

According to regulations, qualified investor certification is required before purchasing private equity funds

3. What indicators should be considered when making a private equity fund purchase decision?

Mainly look at the following 6 points

1. The establishment time of the fund: more than 3 years

2. The maximum drawdown of the fund: moderate

3. The latest net value of the fund: moderate

4. The annualized return of the fund: the best is the last three years, the higher the better

5. Fund company: large scale, good ratings High, leading returns

6. Fund manager: long tenure, high star rating, leading returns