2. Go directly to a well-known private equity institution or venture capital company. Such companies will choose their own private equity fund according to their own situation.
3. Private equity funds can be purchased through banks. Private banking department (generally more than 6 million financial assets will enter the private banking department), or through the brokerage business department.
4. Choose the third-party platform sales channel. Choosing a third-party purchase channel is to pay attention to whether the third party has a fund sales channel. At present, there are about 130 institutions with fund sales licenses in China, most of which are banks and brokers.
Buy private equity fund to pay attention to 1 and understand your own needs. With the help of an investment consultant, you can define your investment objectives, investment cycle, expected returns and risk tolerance;
2. Understand private equity funds. Master the performance attribution and investment style of the fund; Familiar with the past investment experience of fund managers, investment ideas, investment strategies and risk control measures of private equity funds;
3. Establish a portfolio. According to their own investment needs and market conditions, choose private equity funds that match their own risk tolerance and build a portfolio. And in the future, according to the changes of your investment needs, market fluctuations and the changes of private equity funds themselves, dynamically adjust the investment portfolio.
The subscription condition of private equity fund is 1, which has corresponding risk identification ability and risk bearing ability;
2. The amount invested in a single private equity fund is not less than 6,543,800 yuan;
3. The net assets of unit investors are not less than 6.5438+million yuan, the financial assets of individual investors are not less than 3 million yuan or the average annual income of individuals in the last three years is not less than 500,000 yuan. Among them, financial assets include bank deposits, stocks, bonds, fund shares, asset management plans, bank wealth management products, trust plans, insurance products, futures rights and interests, etc.
Private equity fund qualified investors 1, social security fund, enterprise annuity and other pension funds, charitable funds and other social welfare funds;
2. Investment plans established according to law and filed with China Asset Management Association;
3. Private fund managers and their employees who invest in the private funds they manage;
4. Other investors as stipulated by China Securities Regulatory Commission.
Private equity fund purchase process 1. Pay attention to choosing a good fund manager before buying private equity funds. Before investing, it is best to have a certain understanding of the fund company, that is, the fund manager, mainly whether the fund manager has good fund management ability and whether the same team is stable. These are all security factors that need to be considered, and they are also essential for the purchase process of private equity funds.
2. Find a trust company. In China, most private equity funds are issued through trust companies. Investors entrust funds to trust companies, and then trust companies will hire private fund management companies to manage the actual operation of funds, and then funds will be managed by custodian banks. Finally, the report on fund operation, including net value, will be released on the platform of the trust company.
3. In terms of capital security, there is no third flow from the capital account to the trading account of the securities company, and then from the capital account to the account where the customer pays. To say the least, even if the trust company goes bankrupt, this special-purpose fund asset belongs to the fund holder and has nothing to do with the trust company. So there is no financial security risk. Private equity funds cooperate through trust company platform 1 1 year. So far, there is no financial security risk. This is a very important private equity fund purchase process.
4. Choose the investment type, and choose the type of private placement products to invest according to your own situation. Private equity funds mainly invest in stocks, bonds, funds and central bank bills. Now some private equity products on the trust platform can also invest in stock index futures, and some private equity products issued through limited partnerships have a wider investment scope.