2024年养老基金投资“成绩单”：实现保值增值

Core Insights - The National Social Security Fund Council reported that by the end of 2024, the total assets of the pension fund will reach 28,396.52 billion yuan, with local pension fund assets amounting to 28,247.96 billion yuan [1][2] - The local pension fund achieved an investment return rate of 5.52% in 2024, ensuring the preservation and appreciation of the fund [1][2] Fund Performance - In 2024, the local pension fund generated an investment income of 1,056.88 billion yuan, with a return rate of 5.52%. Since the entrusted operation began in December 2016, the cumulative investment income has reached 4,123.59 billion yuan, with an average annual return rate of 5.06% [2] - The risk fund reported an income of 3.32 billion yuan in 2024, with a return rate of 3.46%. Since its formal investment operation started in 2023, the cumulative income has been 4.80 billion yuan, with an average annual return rate of 2.93% [2] Investment Strategy - The Social Security Fund Council emphasizes a long-term, value-oriented, and responsible investment approach, managing investments prudently to fulfill the responsibility of fund safety and value appreciation [1] - In 2024, the council focused on a people-centered value orientation, analyzing macroeconomic trends and capital market conditions to balance long-term goals with annual returns, thereby addressing the challenges posed by an aging population [2]