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短、中、长期收益全优的私募产品图鉴
私募排排网· 2026-03-18 07:03
Core Viewpoint - The "4433 Fund Selection Method" is a strategy that evaluates fund performance across different time frames to identify consistently high-performing funds, providing a clear framework for investors to filter potential candidates and avoid misleading short-term performance [2][4]. Group 1: Selection Criteria - The first "4" indicates that the fund's one-year return ranks in the top 25% among peers, reflecting excellent performance over the past year [4]. - The second "4" signifies that the fund's returns over the past 2, 3, and 5 years (as well as year-to-date) also rank in the top 25% among peers, indicating sustained long-term performance [4]. - The first "3" shows that the fund's six-month return ranks in the top 33% among peers, suggesting good recent performance [4]. - The second "3" indicates that the fund's three-month return ranks in the top 33% among peers, reflecting positive short-term momentum [4]. Group 2: Subjective Long-Only Funds - Only 13 out of 2283 subjective long-only products meet the "4433 Fund Selection Method" criteria, representing just 0.57% of the total, indicating a very selective pool of consistently high performers [5]. - Notable funds include "博润银泰" and "久阳润泉," both from large private equity firms, showcasing their strong performance across all evaluated time frames [5]. Group 3: Quantitative Long-Only Funds - Among 927 quantitative long-only products, only 9 meet the "4433 Fund Selection Method" criteria, accounting for 0.97% of the total [9]. - Key players include 九坤投资 and 明汯投资, both managing funds that have shown strong performance metrics over multiple years [9][11]. Group 4: CTA Products - Out of 560 CTA products, 10 meet the "4433 Fund Selection Method" criteria, which is a mere 1.79% of the total [12]. - Noteworthy funds include "钧富湖畔7号" and "华澄北极一号," both demonstrating impressive performance across various time frames [12][14]. Group 5: Multi-Asset Strategies - From 821 multi-asset products, 20 meet the "4433 Fund Selection Method" criteria, representing 2.44% of the total [15]. - Prominent funds include "久期宏观对冲1号" and "洛书裕和延庆," both of which have shown strong performance metrics [15][17].