By the end of last year, the latest outstanding scale of brokerage wealth management products was 54.657 trillion yuan.
16/04/2025
GMT Eight
Review of securities companies' asset management in the past year
1.1 Existence of securities firms' asset management products
According to Wind data, as of the end of December 2024, the latest total size of securities firms' asset management products was 54.657 trillion yuan, with fixed income products totaling 45.227 trillion yuan, equity products totaling 4.343 trillion yuan, mixed products totaling 4.755 trillion yuan, and commodity and financial derivative products totaling 331 billion yuan. The total size increased by 161.1 billion yuan year-on-year, with the fixed income products' total size increasing by about 6% year-on-year.
1.2 Filing status of securities firms' asset management products
As of the end of December 2024, there were 6,052 newly filed securities-based collective asset management products in 2024, a slight increase year-on-year, with about 500 more fixed income products and a significant decrease in equity products. The total scale of newly filed products in 2024 was 362.5 billion yuan.
1.3 Returns of different types of securities firms' asset management products
In 2024, fixed income products achieved a median return of 4.55%, with the top 25% and bottom 25% achieving returns of 5.65% and 3.61% respectively. Equity products had a significant difference in returns, with a median return of 7.11%, and the top 25% and bottom 25% achieving returns of 13.52% and -1.52% respectively. Mixed products had a median return of 4.27%, with the top 25% and bottom 25% achieving returns of 9.65% and -2.65% respectively.
Asset management product performance rankings
2.1 Medium to long term pure bond type
2.2 Short-term pure bond type
2.3 Mixed bond type level 2
2.4 Mixed bond type level 1
2.5 Mixed type
2.6 Equity type
2.7 FOF type
Asset management company performance rankings
3.1 Fixed income managers
3.2 Mixed managers
3.3 Equity managers
Source: Wind; GMTEight Editor: Chen Xiaoyi.