The performance list of insurance asset management products in 2024 has been released, with equity products taking the lead.
16/04/2025
GMT Eight
Insurance Asset Management Annual Review
1.1 Performance of Insurance Asset Management Product Categories
Looking at the performance of various insurance asset management product categories, equity products performed the best in 2024. The median returns for equity, mixed, and fixed income products were 7.23%, 4.91%, and 4.00% respectively. The top 25% returns were 14.26%, 11.08%, and 5.49% for equity, mixed, and fixed income products respectively, while the bottom 25% returns were 2.84%, 1.08%, and 2.73%.
Equity Products
2.1 Distribution of Equity Returns
Under equity products, the median returns for common stock, enhanced index, and stock FOF insurance asset management products in 2024 were 7.12%, 10.30%, and 4.56% respectively. The excess performance compared to similar publicly offered products was 3.04%, 0.16%, and 0.57% respectively.
2.2 Equity Product Rankings
Mixed Products
3.1 Distribution of Mixed Product Returns
Under mixed products, the median returns for equity mixed, flexible allocation, and mixed FOF insurance asset management products in 2024 were 3.20%, 5.98%, and 3.03% respectively. The excess performance compared to similar publicly offered products was -0.09%, 1.85%, and -1.08% respectively.
3.2 Mixed Product Rankings
Fixed Income Products
4.1 Distribution of Fixed Income Returns
Under fixed income products, the median returns for short-term pure bond, mixed bond type one, and currency insurance asset management products in 2024 were 3.07%, 5.84%, and 2.59% respectively, with positive excess returns compared to similar publicly offered products. The median returns for medium and long-term pure bond, mixed bond type two insurance asset management products in 2024 were 4.42% and 4.41% respectively, slightly underperforming similar publicly offered products.
4.2 Medium and Long-term Pure Bond Rankings
4.3 Short-term Pure Bond Rankings
4.4 Mixed Bond Type One Rankings
4.5 Mixed Bond Type Two Rankings
4.6 Currency Rankings
This article is reprinted from "Wind Information," edited by GMTEight: Jiang Yuanhua.