Workflow
企业年金基金一季度榜单:两家公募管理产品三年业绩仍亏损
2 1 Shi Ji Jing Ji Bao Dao·2025-06-16 12:10

Group 1 - The total scale of national enterprise annuity funds reached 3.73 trillion yuan by the end of Q1 2025, an increase of approximately 0.62 trillion yuan compared to the end of 2024 [1][2] - The average three-year cumulative return for national enterprise annuity funds was 7.46%, with fixed income products outperforming equity products [2][3] - The management scale of leading institutions, such as E Fund and ICBC Credit Suisse, surpassed 300 billion yuan, highlighting the concentration of assets among top managers [4][5] Group 2 - The number of enterprise accounts increased to 168,000 and individual accounts to 32.9 million by the end of Q1 2025, reflecting growth in the sector [4] - Among fixed income products, the top performers included Haitong Fund with a return of 12.71%, while the average return for fixed income investments was 10.16% [6][7] - In equity investments, the average return was 7.15%, with significant performance differentiation among fund companies, where Guotai Fund and ICBC Credit Suisse led with returns of 11.86% and 11.65% respectively [6][7]