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资管生态月度报告:中国投连险分类排名(2024/10)
HWABAO SECURITIES·2024-11-19 06:58

Group 1 - The report indicates that in October 2024, the average monthly return for the 217 accounts in the investment-linked insurance (投连险) category was -0.36% [22][21]. - The aggressive investment-linked insurance index, which is weighted equally, recorded a return of -0.77% for the month, compared to a -3.16% return for the CSI 300 index [22][21]. - As of the end of October 2024, the aggressive investment-linked insurance index stood at 185.48 points, while the adjusted comparable CSI 300 index was at 72.87 points [22][21]. Group 2 - Among the 217 investment-linked insurance accounts, 102 achieved positive returns, representing 47.00% of the total [28]. - The top-performing accounts included: Changsheng Stable Value Growth Type (25.01%), Changsheng Excellent Growth Type (16.46%), and Xinhua Creation Covenant (11.02%) [28][3]. - The report provides a detailed ranking of various account categories based on their performance in October 2024, highlighting the best performers in each category [28][21]. Group 3 - The report categorizes investment-linked insurance products into six primary categories based on risk-return structures, including index type, aggressive type, mixed type, bond type, currency type, and quasi-fixed income type [15][16]. - The aggressive type accounts had an average return of -0.77%, while the mixed aggressive type recorded -0.96% [25][28]. - The report also includes a comprehensive analysis of the performance of different account types, with specific attention to their rankings and returns over various time frames [21][28]. Group 4 - The report reviews the performance of major international indices in October 2024, noting that the Dow Jones Industrial Average fell by 1.34%, while the Nikkei 225 index rose by 3.06% [17]. - In the domestic market, the CSI 300 index decreased by 3.16%, while the CSI 500 index increased by 2.75% [20]. - The report provides a comparative analysis of the performance of various investment-linked insurance accounts against public fund indices [25][28].