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晋商银行联合普益标准发布2025年9月中国财富管理收益指数
Group 1 - The core viewpoint of the articles highlights the performance of various financial products in the Chinese wealth management market, indicating a mixed trend in returns across different investment vehicles [1][2][3] Group 2 - In September, the average annualized yield of selected cash management products in the national bank wealth management market was 1.32%, an increase of 1 basis point from the previous month, but a decrease of 194 basis points from the baseline period [1] - The investment return for selected medium-low risk six-month investment cycle products in September was 0.37%, a decrease of 2 basis points month-on-month, while the six-month return remained stable at 0.95% [1] - The comprehensive yield index for selected medium-low risk six-month investment cycle products was 116.31 points in September, reflecting a month-on-month increase of 0.14% and a growth of 16.31% from the baseline [2] - The comprehensive yield index for selected medium-low risk one-year investment cycle products was 116.53 points, also showing a month-on-month increase of 0.14% and a growth of 16.53% from the baseline [2] Group 3 - In the trust market, the weighted average yield of collective trust products decreased by 14 basis points to 5.29%, with short-term products dropping to 4.92% and long-term products to 5.45% [2] - The average seven-day annualized yield of money market funds in September was 1.21%, unchanged from the previous month but down 127 basis points from the peak in December 2020 [2] - The past six-month performance of bond funds was a gain of 1.76%, while mixed funds gained 19.41%, and stock funds gained 22.62% [2] Group 4 - The bond fund yield index was 81.87 points, down 16.23 points month-on-month, and down 18.13 points from the December 2020 baseline [3] - The mixed fund yield index was 54.22 points, down 27.46 points month-on-month, and down 45.78 points from the December 2020 baseline [3] - The stock fund yield index was 66.73 points, down 45.77 points month-on-month, and down 33.27 points from the December 2020 baseline [3] - The past six-month performance of composite strategy private equity funds was a gain of 24.26%, while stock strategy private equity funds gained 24.37% [3]
晋商银行联合普益标准发布2025年4月中国财富管理收益指数
Group 1 - The core viewpoint of the report indicates that the average annualized yield of selected cash management products in the national bank wealth management market has increased to 1.55% as of April 27, 2025, compared to a decrease of 172 basis points from the baseline period [1] - The comprehensive yield index for medium and low-risk six-month investment cycle products in the national bank wealth management market reached 115.45 points in April, reflecting a month-on-month increase of 0.21% and a growth of 15.45% from the baseline period [2] - The weighted average yield of collective trust products in the trust market decreased by 6 basis points to 5.61% in April, with short-term products dropping to 5.27% and long-term products to 5.78% [2] Group 2 - The average seven-day annualized yield of money market funds was 1.41% in April, down 3 basis points from the previous month and 107 basis points from the peak in December 2020 [2] - The bond fund yield index fell to 76.89 points in April, a decrease of 2.65 points from the previous month and a decline of 23.11 points from the December 2020 baseline [3] - The composite strategy private equity fund saw a six-month increase of 0.53%, while the stock strategy private equity fund had a six-month increase of 0.22% [3]