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交银理财稳享添福5年封闭式1号养老理财产品
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养老理财交出“暖心答卷”:收益看得见,未来更可期!
Core Viewpoint - The performance of the retirement financial products from交银理财 shows promising annualized returns, with several products ranking among the top in the market, indicating potential investment opportunities in this sector [2][4]. Group 1: Product Performance - The 近3个月年化收益率 for the top three retirement financial products are 7.50%, 7.98%, and 7.96% respectively, while the 成立以来年化收益率 ranges from 5.30% to 5.41% [2][4]. - The 2024年度年化收益率 for these products is projected to be between 7.26% and 7.33%, with the 2028年度年化收益率 expected to be around 3.72% to 3.77% [2][4]. Group 2: Product Details - The products mentioned include 交银理财稳享添福 5年封闭式1号, 2号, and 3号养老理财产品, which were established on 2022/8/19, 2022/9/2, and 2022/9/15 respectively [3][5]. - The data for these products is current as of 2025/10/21, and the performance data has been verified by the custodian [6].
养老理财交出“暖心答卷”:收益看得见,未来更可期!
21世纪经济报道· 2025-11-06 00:11
Core Viewpoint - The article discusses the performance of various pension financial products offered by the company, highlighting their annualized returns and overall management risk ratings. Group 1: Product Performance - The top three pension financial products from the company have shown strong annualized returns, with the 5-year closed-end product 1 achieving a 7.50% return over the last three months and a 5.41% return since inception [4][5][6] - The second product has a near-term annualized return of 7.98% and an inception return of 5.31% [4][5][6] - The third product has a 7.96% return over the last three months and a 5.30% return since inception [4][5][6] Group 2: Overall Product Statistics - The overall performance of all pension financial products from the company shows a 7.81% annualized return over the last three months and a 5.34% return since inception [6] - The annualized returns for the 2024 and 2023 fiscal years are 7.30% and 3.75%, respectively [6] Group 3: Product Establishment Dates - The establishment dates for the top three pension financial products are August 19, 2022, September 2, 2022, and September 15, 2022 [5][7]