個人養老金投資最新成績出爐 七成養老 FOF 跑輸基準

智通財經
2023.04.02 21:19
自去年底落地以來，個人養老金制度運行已有 4 個多月。運行以來，設置 Y 份額的個人養老 FOF、個人養老金理財、個人養老儲蓄、個人養老金保險四大產品持續擴容，形成了個人養老金初期的業態樣貌。並且歷經一季度運行週期後，四類養老產品也交出了一份投資成績單。整體上看，四類產品投資呈現出了穩健收益特徵，但因底層資產差異，四類產品一季度運行分化明顯。其中，個人養老 FOF 最高收益率超過 3%，但受市場波動等因素影響，這類產品整體上跑輸業績基準，跑輸基準的基金數量佔比高達 77.62%。
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