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8.1%!社保基金2024成绩单有何不同?
券商中国· 2025-09-30 12:22
9月30日,全国社保基金会公布了2024年的投资成绩单,实现投资收益率8.1%,基金投资收益额2184.18亿元。自成立以 来,社保基金年均投资收益率7.39%,累计投资收益额19009.98亿元。 值得注意的是,相比2023年,社保基金2024年末资产总规模增加了3079.01亿元,直接投资和委托投资规模均有所增加,但从 占比上来看,委托投资提升了2.66个百分点;境内投资资产和境外投资资产分别增加2160.68亿元、918.33亿元,境外投资占比 上升了1.7个百分点。 投资收益8 .1%高于历史平均 按规定,全国社保基金会除了受托管理全国社会保障基金之外,还受托管理了基本养老保险基金(分为地方养老基金和风险 基金)和划转的部分国有资本及现金收益。 9月30日,社保基金公布了2024年的投资成绩单,实现基金投资收益额2184.18亿元,投资收益率8.1%,高于历史平均水平。其 中,已实现收益额436.51亿元(已实现收益率1.64% ) ,交易性资产公允价值变动额1747.67亿元。 报告显示,基金自成立以来的年均投资收益率7.39%,累计投资收益额19009.98亿元。 2024年末,社保基金资产总额3 ...
把握利率下行投资机会,2024年地方养老基金投资收益超千亿
Sou Hu Cai Jing· 2025-09-29 03:00
Core Viewpoint - The National Social Security Fund Council reported that in 2024, local pension funds generated investment returns exceeding 100 billion yuan, reflecting a robust investment strategy and positive market conditions [1][2]. Group 1: Pension Fund Performance - In 2024, the total assets of the basic pension insurance fund reached 28,396.52 billion yuan, with total liabilities of 5,046.49 billion yuan, resulting in total equity of 23,350.03 billion yuan [2][3]. - The local pension fund achieved an investment return of 1,056.88 billion yuan, with an investment return rate of 5.52%, and a cumulative investment return of 4,123.59 billion yuan since its operation began in December 2016 [3][4]. - The risk fund, which started operations in 2023, reported a return of 3.32 billion yuan in 2024, with a return rate of 3.46% [3]. Group 2: Investment Strategy - The Social Security Fund Council adopted a flexible investment strategy, focusing on early investments to capture returns, while maintaining a stable equity exposure in the stock market [2][3]. - The investment strategy includes a comprehensive asset allocation system that encompasses strategic and tactical asset allocation, as well as asset rebalancing [3]. Group 3: Fund Contributions and Growth - In 2024, local pension funds received net contributions of 4,055.44 billion yuan, with significant contributions from both enterprise employees and urban residents [4][5]. - The total number of insured individuals in the basic pension insurance system reached 1.072 billion by the end of 2024, with a participation rate exceeding 95% [5].