2020年中国投连险市场分析报告

2020年中国投连险市场分析报告2020年9月

1.华宝投连险分类的标准我们根据不同的风险收益结构，将国内现有的投连险品种进行了两级分类。其中，一级分类有6类，分别是指数型、激进型、混合型、债券型和货币型，以及类固定收益类（2014年88类，将一级分类中的混合型细分为混合激进型和混合保守型，将债券型细分为增强债券型和全债型。本报告数据来源于相关公司网站及各类公开信息。基于上述分类，我们也对现有市场中的产品进行了编码处理，并根据不同分类，对同一类的产品进行了排名比较。如对本报告数据存有疑问，请相关公司与联系沟通。表：投连险华宝分类标准一级分类二级分类指数型指数型分类标准按权益投资分采取指数化策略按投资股票基金比例分指数化策略激进型混合型激进型权益配置比例在以上权益配置比例在－权益配置比例在以下80%以上混合激进型混合保守型增强债券型全债型50%-80%－20%以下可投债券型基金，或者少量权益类投资债券型不投资权益，仅投资于债券和货币市场投资于货币市场比例在以上80%债券货币型货币型80%货币市场固定收益类信托计划等非标准化资产类固定收益型类固定收益型——资料来源：市场研究部注：上述两大分类标准满足其中的一个即可2.2020年7月证券市场回顾2.1.海外市场概览2020年7月国际主要指数表现如下所示：表：国际主要指数7月表现股票指数7月涨跌幅美国：道琼斯工业指数英国：富时100指数2.38%-4.41%-2.59%0.69%日本：东京日经225指数香港：恒生指数资料来源：Wind，市场研究部数据日期：2020年7月1日至2020年7月31日2.2.国内市场概览2020年7月中国市场主要指数表现如下表。3/21表：中国市场主要指数表现指数7月涨跌幅12.75%沪深300指数中证500指数12.20%中债总指数-1.05%中债企业指数-0.37%-0.93%中债国债指数资料来源：Wind，市场研究部数据日期：2020年7月1日至2020年7月31日3.保险业数据回顾3.1.新增投资资金数据图：保险行业新增投资额及占比情况（截至2020.07）90%5,0004,0003,0002,0001,000080%70%60%50%40%30%20%10%-1,000-2,000资料来源：中国银保监会，市场研究部3.2.保险资金运用情况对比图：年6月保险资金运用结构(%)图：年5月保险资金运用结构(%)保险资运用结构（2020年6月规模占比%）保险资运用结构（2020年5月规模占比%）37.98%13.25%资料来源：中国银保监会，市场研究部资料来源：中国银保监会，市场研究部4.中国投连险2020年7月分类排名4/21我们将201713个月、6个月、1年、23年的回报排名。4.1.投连险总体回报率情况点评2020年7月份排名体系内账户共个，全月投连险账户单月平均收益5.34%。我们将激进型投连险月度平均收益率做等权重加权制作出激进型投连险指数，并将其与沪深300指数做对比，7月份权益市场震荡攀升，全月激进型投连险指数收益率300指数收益率为12.75%2020年7于217.49点，调整后的可比沪深指数收于87.95点。图：激进型投连险指数走势图（2007.12-2020.07）2502001501000资料来源：市场研究部4.2.各分类账户回报率情况点评7月，各类账户回报率排名见下表。表4：年7月各类账户收益排名账户分类指数型7月平均回报率（）可比公募基金指数指数型基金指数7月涨跌幅（）123456710.589.446.071.271.150.1313.3413.6313.764.34混合激进型激进型偏股混合型基金指数普通股票型基金指数偏债混合型基金指数债券型基金指数混合保守型增强债券型全债型0.68债券型基金指数0.68货币型货币市场基金指数0.14资料来源：Wind，市场研究部4.3.具体账户表现点评7现金增利账户类别由混合保守型调整至增强债券型，全月纳入统计的投连账户共计个，其中个账户取得正收益，占比95.26%。5/21718.69%（17.01%16.26%15.00%华114.18%2020年7月份投连险各分类账户单月业绩冠军如下表。表：年7月份投连险各分类单月业绩冠军年7月年7月上月收益排排名变化所属分类账户名称所属公司收益（）收益排名名指数型光大永明指数型12.3518.6915.0014.132.721/61/6——↑光大永明激进型太平价值先锋型新华创世之约同方全球平衡型中意安逸稳健瑞泰稳定型1/451/381/221/181/151/391/283/45太平混合激进型混合保守型增强债券型全债型26/374/17↑新华人寿同方全球中意↑↑3.161/15——↑瑞泰货币型瑞泰安益型1.0335/392/28瑞泰类固定收益类恒安标准灵活配置↑恒安标准资料来源：大智慧大数据终端，市场研究部图5：年7月份投连险的风险和收益的匹配(%)图：年6月投连险的风险和收益的匹配(%)指数型激进型指数型激进型混合激进型增强债券型货币型混合保守型全债型类固定收益型50混合激进型增强债券型货币型混合保守型全债型类固定收益型0-5-10资料来源：大智慧大数据终端，市场研究部资料来源：大智慧大数据终端，市场研究部表：二级账户7月收益情况统计一级分类混合型债券型货币型类固定收益型28指数型激进型总计二级分类混合激进型38混合保守型22增强债券型全债型账户个数6451815395.34均值简单平均最大值最小值10.5812.359.4318.691.699.446.071.271.153.160.131.03-0.430.5615.002.8014.130.862.7218.69-0.52-0.20-0.52资料来源：大智慧大数据终端，市场研究部图：获得各分类7月业绩冠军保险公司旗下其他产品表现统计6/21新华人寿中意人寿20.0015.0010.005.0020.0015.0010.005.000.00-5.000.0015.00中意积极进取中意增长理财中意策略增长中意安逸稳健中意稳健理财月-0.01年月16.2613.378.682.721.52资料来源：大智慧大数据终端，市场研究部资料来源：大智慧大数据终端，市场研究部瑞泰人寿15.0010.005.000.00瑞泰财智瑞泰财智瑞泰成长瑞泰财智瑞泰进取瑞泰平衡瑞泰财智瑞泰稳定瑞泰财智瑞泰增值瑞泰安益瑞泰财智瑞泰财智瑞泰避险瑞泰平稳B进取平衡型成长型型增值型稳定型型安益平稳型型型年月12.7012.4311.4911.0210.938.156.343.161.581.161.030.380.120.110.10资料来源：大智慧大数据终端，市场研究部恒安标准14.0012.0010.008.006.004.002.000.00型型恒安标准平衡型型型年月11.599.436.744.112.970.09资料来源：大智慧大数据终端，市场研究部7/21光大永明14.0012.0010.008.006.004.002.000.00-2.00光大永明财富稳定收益光大永明光大永明指数型平衡型光大永明光大永明光大永明光大永明光大永明光大永明光大永明光大永明光明2号优选稳健型光明1号货币市场策略进取型光明3号2020年7月12.356.722.970.890.370.300.220.04-0.12-0.20-0.52资料来源：大智慧大数据终端，市场研究部太平人寿20.0015.0010.005.000.00-5.00太平智胜动力增长型太平价值太平策略太平蓝筹先锋型太平均衡太平精选太平平衡太平稳健太平安益太平稳健收益型成长型成长型平衡型稳定型避险型避险型安心型2020年7月18.6913.7511.8010.876.012.801.290.21-0.05-0.43资料来源：大智慧大数据终端，市场研究部同方全球20.0018.0016.0014.0012.0010.008.006.004.002.000.00同方全球指数加强型同方全球精彩型同方全球平衡型同方全球积极型同方全球成长型同方全球稳健型同方全球安全型0.07同方全球安逸型年月17.0114.1314.029.434.180.270.02资料来源：大智慧大数据终端，市场研究部8/215.附表：华宝投连险分类排名附表1指数型投资账户排名（一级分类，）数据截止日期：2020/7/31投资账户名称2020年以来2020年7月最近3月回报排名1/6最近6月回报排名1/6最近1年最近2年回报排名1/6最近3年回报排名1/6光大永明回报排名回报排名1/6回报排名公司光大永明指数型中德安联指数优势型建信指数成长型中英指数型48.1512.7829.4013.0212.508.881/64/62/63/65/66/612.3510.8710.7610.109.9738.0817.3925.2217.2017.0114.1844.7115.6727.2814.7914.3264.0318.2942.5020.5919.7214.781/65/62/63/64/66/687.0529.7843.6732.8531.0223.4291.5617.7337.0031.7629.0719.422/63/64/65/66/63/62/64/65/66/63/62/64/65/66/65/62/63/64/66/66/6中德安联2/6建信人寿3/6中英中英指数增强型同方全球指数加强型4/6中英9.435/6同方全球附表2激进型投资账户排名（一级分类，）数据截止日期：2020/7/31投资账户名称太平价值先锋型同方全球精彩型中意积极进取2020年以来2020年7月最近3月最近6月最近1年最近2年最近3年回报56.9040.7939.5733.8354.2030.9135.7235.7631.2929.2331.3227.6224.6236.16排名回报18.6917.0116.2614.1014.0213.7513.4513.4412.7912.7412.7012.6612.4512.16排名回报排名回报排名回报排名回报排名回报排名公司1/451/452/4546.9330.5533.6129.1525.6335.9626.8228.0328.8027.7126.2828.1919.3023.7141.901/456/4541.8241.8438.7031.2633.4438.9329.3326.0432.7429.2527.4425.7627.2321.6627.082/4594.2660.2161.6658.3345.5067.3940.0536.6349.3845.7943.0440.5735.7835.4860.701/4578.1870.0584.8970.8458.1076.1233.4435.7552.1845.0746.8254.7038.9141.4949.744/457/4543.4754.6576.4769.5861.2057.2249.0323.3745.4143.6245.6855.1026/45太平3/454/451/454/456/454/4515/45同方全球3/45中意3/454/452/45平安精选权益6/454/457/4512/456/457/456/456/45中国平安人寿7/45同方全球太平同方全球积极型太平策略成长型陆家嘴国泰增长型汇丰汇锋进取15/452/455/4520/453/4517/452/4513/455/456/453/4519/4510/4518/4522/4517/4524/4528/459/457/4514/458/4514/4524/4510/4515/4518/4525/4519/4533/4520/4523/4526/4514/4516/4520/4521/4527/4528/455/4537/4535/4516/4526/4525/4515/4531/4528/4519/4519/45陆家嘴国泰人寿38/45汇丰8/45招商信诺锐取A型建信主动积极型瑞泰财智进取9/4522/45招商信诺25/45建信人寿21/45瑞泰10/4512/4513/4514/4515/4513/4518/4510/4538/4525/452/45汇丰积极进取13/45汇丰德华安顾价值增长长生卓越成长型太平蓝筹成长型德华安顾37.9036.8833/45长生34/45太平9/21恒安标准进取型瑞泰成长型14.7534.4739.6320.0029.5721.4026.6022.5635.2436.2224.1620.7634.4631.8321.8314.4927.3814.2530.2527.9118.1538.9517.6510.4025.638.6839/4513/455/4510.9310.9110.8310.7710.7510.5310.3510.3410.2410.009.9116/4517/4518/4519/4520/4521/4522/4523/4524/4525/4526/4527/4528/4529/4530/4531/4532/4533/4534/4535/4536/4537/4538/4539/4540/4541/4542/4543/4544/4545/4521.3426.3823.5123.6424.9123.7022.5421.9128.5427.9822.1722.7826.6426.1523.5817.7131.2116.6325.2924.3820.2726.7819.1715.0219.9013.6221.2525.0414.944.0534/4517/4529/4527/4523/4526/4531/4533/459/4516.6831.4534.4721.6026.5124.6024.6721.3033.2933.0522.6122.5931.0728.5024.1415.8828.4615.5926.6926.5620.1532.8812.5523.8410.9219.3022.059.6239/455/4522.1349.9556.4631.5544.0634.6339.4931.9754.0153.5033.5933.4051.3847.0422.4563.6721.6245.1840.5425.1453.5623.4414.9132.8013.2222.9337.7117.40-1.3540/4525.9858.8597.1348.3250.2548.3646.8559.2363.3840.7749.5659.9458.7038.1934.2284.5532.3151.7643.8828.1354.8124.8223.1736.2121.5538.8346.91-0.7540/451/4526.2058.6677.1237/45恒安标准10/45瑞泰13/458/45泰康优选成长型泰康多策略优选中信保诚成长先锋泰康创新动力型中英积极型2/45泰康人寿泰康人寿35/4521/4533/4526/4530/4512/458/4534/4523/4527/4526/4535/457/4535/4519/4529/4524/4534/459/4522/4518/4521/4524/4529/4510/458/4544.0974.2846.1038.0960.7460.2735.3054.8955.8353.0938.3441.4189.8139.9350.5944.0428.5953.3923.3418.1740.2513.3572.0240.5423/45中信保诚4/45泰康人寿20/45中英联泰大都会股票型招商信诺先锋A型工银安盛进取32/45中美联泰大都会8/45招商信诺9/45工银安盛35/45中美联泰大都会14/45泰康人寿12/45瑞泰12/4532/4530/4516/4519/4528/4540/455/458/4531/4532/4512/4515/4530/4539/453/45股票型基金（原中美）泰康进取型29/4534/4514/4516/4532/4540/4525/4541/4520/4523/4536/457/4530/4531/4513/4516/4528/4540/4517/4541/4521/4522/4536/459/4530/4520/459/45瑞泰财智成长瑞泰进取型12/4533/4536/453/4517/45瑞泰泰康行业配置型友邦上海内需精选组合华泰进取型31/45泰康人寿27/45友邦保险1/45华泰人寿30/45友邦保险18/45中英友邦上海增长组合中英成长型41/4521/4524/4536/4515/4539/4542/4537/4544/4535/4522/4543/4545/4541/4518/4522/4536/4510/4537/4543/4533/4544/4538/4525/4542/4545/4538/4517/4527/4539/4514/4541/4542/4534/4543/4532/4523/4544/4545/45中宏股票型24/45中宏中德安联成长型中宏行业焦点型中德安联财富成长型联泰大都会8020进取型中宏积极成长型8020进取型（原中美）泰康积极成长型中信保诚积极成长泰康沪港深精选德华安顾进取型壹36/45中德安联16/45中宏37/4542/4527/4543/4538/4531/4544/4545/4538/4542/4529/4543/4537/4532/4544/4545/4539/45中德安联40/45中美联泰大都会29/45中宏9.298.7741/45中美联泰大都会5/45泰康人寿28/45中信保诚泰康人寿16.3922.357.938.276.525.50-5.161.69-3.736.3142/45德华安顾10/21附表3混合型投资账户排名（一级分类，）数据截止日期：2020/7/31投资账户名称2020年以来2020年7月最近3月最近6月最近1年最近2年最近3年回报排名回报排名回报排名回报排名回报排名回报排名回报排名公司新华创世之约19.8212.4719.5714.5134.7938.7131.9518.8733.8627.4226.4344.3241.6134.3435.6425.2029.3122.5830.6721.5210.2626.8725.9215.3015.9630.2827.1728/6040/6029/6036/605/6015.0014.1814.1313.5813.3712.9912.9012.8912.4310.8710.8010.6310.4710.3710.099.791/6022.2225.0617.2822.4726.4831.2326.4020.3926.4424.4423.7130.5627.2737.7928.6023.8224.2822.2826.7525.1014.2218.1420.4914.2014.3712.1920.2720.1218/6027/6016/607/6018.6613.9019.5518.4235.0336.6729.7420.9830.3422.3926.0738.7936.7530.4736.1423.4327.6020.3426.6922.7420.4123.6014.8614.9812.2825.9822.2626/6037/6024/6027/605/6030.4323.3321.2343.4554.2652.4931.6948.1640.7934.3158.7260.0253.8443.5035.5538.6835.3642.0241.3718.4538.7837.1321.8322.5417.1243.4541.1728/6049/6033/6036/608/6018.3119.3625.5433.1656.2860.5657.0344.7258.3745.6640.1960.0861.6255.6960.5837.1340.9833.8943.7557.8312.0220.4444.9722.7032.9952.2147.5146/6042/6034/6028/608/60-5.0958/60新华人寿20.0739/60国华人寿18.3742/60同方全球泰康人寿国华1号进取型同方全球平衡型泰康安盈回报2/603/604/60中意增长理财5/6050.3610/60中意联泰大都会混合偏股型平安基金3/606/602/603/603/603/6058.6351.592/60中美联泰大都会8/607/609/608/605/607/608/60中国平安人寿中德安联中德安联安赢慧选6号瑞泰财智平衡31/607/608/6020/608/6019/607/6027/606/6015/605/609/6057.184/60瑞泰泰康基金精选12/6015/601/6010/6012/6013/6014/6015/6016/6017/6018/6019/6020/6021/6022/6023/6024/6025/6026/6027/6028/6012/6015/603/6017/601/6013/6023/602/6013/6019/604/6044.0115/60泰康人寿36.9124/60长生长生稳健增值型混合偏股型基金（原中美）招商信诺和谐A型太平智胜动力增长型中信保诚优势领航建信平衡收益型中荷成长型54.0063.7155.3450.387/60中美联泰大都会2/605/602/601/601/601/60招商信诺6/60太平6/601/606/604/609/604/604/604/607/602/609/60中信保诚18/6022/609/6014/6013/6017/606/6014/609/6020/6015/6021/6010/6038/6014/6018/6035/6034/6040/609/6021/6018/6026/6016/606/6037.4919/60建信人寿47.7412/60中荷北大方正成长型招商信诺灵动A型华泰平衡型21/6010/6016/6040/6020/6013/6035/6033/6039/6012/6018/6028.2228/60北大方正36.9223/60招商信诺23/6044/6014/6016/6035/6034/6042/6010/6013/6010/6033/6025/6019/6034/6032/6040/6021/6022/6057.903/60华泰人寿恒安标准成长型国寿精选价值9.4356/6041/6014/6035/6029/6033/6010/6023.6334/60恒安标准12.2549/60中国人寿43.9516/60工银安盛26.7532/60中荷9.23工银安盛卓越9.05中荷平衡型8.91中意策略增长8.6813.3247/60中意友邦上海优选平衡组合中宏混合偏股型中英平衡型8.6132.6226/60友邦保险8.2955.4549.595/60中宏中英8.2912/6011/21瑞泰平衡型24.2925.2220.2817.3623.9724.4920.2618.768.1920/6017/6025/6033/6021/6019/6027/6032/6048/6050/6056/6024/6047/6038/6037/6030/6049/6053/6026/6046/6051/6045/6052/6055/6039/6041/6058/6043/6059/6060/6054/608.157.937.737.647.597.507.427.157.156.826.746.726.716.606.456.346.206.015.985.645.164.784.264.184.093.953.723.693.472.802.5329/6030/6031/6032/6033/6034/6035/6036/6037/6038/6039/6040/6041/6042/6043/6044/6045/6046/6047/6048/6049/6050/6051/6052/6053/6054/6055/6056/6057/6058/6059/6017.4819.7913.7916.9214.6418.2014.4610.319.5526/6023/6041/6035/6029/6030/6024/6031/6044/6046/6051/6028/6042/6039/6037/6038/6045/6054/6043/6036/6050/6047/6053/6056/6048/6049/6057/6052/6058/6059/6055/6020.2322.8014.1015.3220.2117.6417.9617.079.4422/6015/6036/6032/6023/6029/6028/6030/6047/6050/6055/6025/6044/6041/6034/6031/6049/6056/6038/6043/6051/6048/6053/6052/6046/6042/6057/6045/6058/6060/6054/6038.6136.0832.2026.5033.3834.8632.7629.5112.3310.9330.0614.4718.5318.0327.1612.429.5116/6019/6026/6032/6024/6022/6025/6030/6048/6050/6052/6029/6044/6037/6039/6031/6047/6055/6017/6046/6051/6045/6054/6053/6041/6042/6058/6043/6059/6060/6056/6046.8140.9936.8829.8335.9221.4139.7537.0619.1818.2713.0933.4722.3426.4521.7331.3722.6515.5934.9517.4919.0614.5916.6514.4416.2120.6518.9012.949.4712/6017/6023/6031/6024/6039/6020/6022/6043/6047/6054/6027/6037/6032/6038/6030/6036/6051/6025/6048/6044/6052/6049/6053/6050/6040/6057/6045/6055/6059/6060/6044.8614/60瑞泰中宏稳健成长型45.1613/60中宏中德安联安赢慧选3号中信保诚平衡增长中宏投资管家27.8829/60中德安联27.3631/60中信保诚37.3920/60中宏国寿平衡增长15.3045/60中国人寿37.2222/60中英中英平衡配置型平安发展37.5918/60中国平安人寿16.7143/60中美联泰大都会15.1046/60中美联泰大都会18.7841/60恒安标准39.4417/60光大永明25.2633/60泰康人寿27.5830/60汇丰联泰大都会5545平衡型5545平衡型（原中美）恒安标准平衡型7.388.655.086.786.05光大永明平衡型20.928.2016.9310.8512.6713.0512.819.9018.829.91泰康平衡配置型汇丰平衡增长13.2414.3718.987.9814.9816.249.28中德安联理财平衡型瑞泰财智增值21.4037/60中德安联29.6127/60瑞泰陆家嘴国泰平衡型太平均衡收益型19.6640/60陆家嘴国泰人寿54/60太平4.995.58中信保诚策略成长北大方正平衡型20.279.9610.6213.167.6012.9710.818.2737.1412.7414.1310.0210.4016.2215.706.9935.5525/60中信保诚37.2521/60北大方正20.4338/60中德安联3.9056/60中德安联21.6036/60友邦保险12.1750/60同方全球10.2853/60汇丰中德安联平衡型7.14中德安联安赢慧选2号友邦上海稳健组合同方全球成长型10.026.508.939.285.426.606.034.376.88汇丰低碳环保精选工银安盛稳健12.764.248.299.577.7310.824.7322.7335/60工银安盛51/60中美联泰大都会16.0144/60中美联泰大都会52/60中美联泰大都会2.5857/60太平3070稳健型（原中美）混合偏债型基金（原中美）联泰大都会3070稳健型太平精选平衡型4.243.676.659.7415.096.884.024.302.731.441.445.75中德安联安赢慧选1号6.084.546.187.258.5712.8948/60中德安联12/21联泰大都会混合偏债型4.6457/600.8660/600.6660/603.5559/607.1457/609.9458/607.4055/60中美联泰大都会附表4混合激进型投资账户排名（二级分类，）数据截止日期：2020/7/31投资账户名称新华创世之约2020年以来2020年7月回报排名1/38最近3月最近6月最近1年回报排名25/38最近2年最近3年回报排名回报排名回报排名回报排名回报排名公司19.8212.4714.5134.7938.7131.9518.8733.8627.4244.3241.6134.3435.6425.2029.3122.5830.6721.5210.2626.8725.9215.9630.2827.1724/3830/3827/385/3815.0014.1813.5813.3712.9912.9012.8912.4310.8710.8010.6310.4710.3710.099.7922.2225.0622.4726.4831.2326.4020.3926.4424.4430.5627.2737.7928.6023.8224.2822.2826.7525.1014.2218.1420.4914.3712.1920.2720.1217/3815/387/3818.6613.9018.4235.0336.6729.7420.9830.3422.3938.7936.7530.4736.1423.4327.6020.3426.6922.7420.4123.6014.9812.2825.9822.2622/3828/3823/385/3830.4321.2343.4554.2652.4931.6948.1640.7958.7260.0253.8443.5035.5538.6835.3642.0241.3718.4538.7837.1322.5417.1243.4541.1718.3119.3633.1656.2860.5657.0344.7258.3745.6660.0861.6255.6960.5837.1340.9833.8943.7557.8312.0220.4444.9732.9952.2147.5133/38-5.0920.0736/38新华人寿27/38国华人寿泰康人寿国华1号进取型泰康安盈回报2/383/3834/3827/388/3830/3823/388/38中意增长理财4/3850.3658.6351.5910/38中意联泰大都会混合偏股型平安基金3/385/382/383/383/383/382/38中美联泰大都会8/38中国平安人寿中德安联8/386/389/388/385/387/38中德安联安赢慧选6号瑞泰财智平衡25/387/387/3819/388/3818/387/3824/386/3815/385/388/3857.1844.0154.0063.7155.3450.3837.4947.7428.2236.9257.9023.6312.2543.9513.3232.6255.4549.594/38瑞泰泰康基金精选12/381/389/3812/383/3816/381/3813/382/3813/384/3815/38泰康人寿7/38中美联泰大都会1/38招商信诺6/38太平混合偏股型基金（原中美）招商信诺和谐A型太平智胜动力增长型中信保诚优势领航建信平衡收益型中荷成长型10/3812/3813/3814/3815/3816/3817/3818/3819/3820/3821/3822/3823/3824/3825/382/385/382/381/381/386/381/386/384/389/384/384/384/387/382/389/38中信保诚17/38建信人寿12/38中荷17/3820/389/3814/3813/3816/386/3813/389/3820/3815/3821/3810/3829/3814/3818/3826/3831/389/3820/3818/3822/3816/386/38北大方正成长型招商信诺灵动A型华泰平衡型20/3810/3815/3831/3819/3812/3826/3830/3817/3822/38北大方正19/38招商信诺3/38华泰人寿24/38恒安标准32/38中国人寿16/38工银安盛31/38中意21/3832/3814/3815/3826/3831/3810/3813/3810/3828/3824/3818/3827/3831/3820/3821/38恒安标准成长型国寿精选价值9.4337/3829/3814/3824/3826/3810/389.23工银安盛卓越9.05中意策略增长8.68友邦上海优选平衡组合中宏混合偏股型中英平衡型8.6121/38友邦保险5/38中宏8.298.2912/38中英13/21瑞泰平衡型24.2925.2224.4920.268.1919/3816/3818/3823/3834/3835/3829/3828/3837/3822/3836/3833/3838/388.157.937.507.427.156.826.606.456.015.985.164.782.8026/3827/3828/3829/3830/3831/3832/3833/3834/3835/3836/3837/3838/3817.4819.7914.6418.2010.319.5525/3822/3826/3823/3833/3834/3830/3829/3837/3832/3836/3835/3838/3820.2322.8017.6417.969.4421/3814/3825/3824/3833/3835/3832/3827/3837/3829/3836/3834/3838/3838.6136.0834.8632.7612.3318.5318.039.5116/3819/3822/3823/3833/3835/3828/3830/3837/3817/3836/3832/3838/3846.8140.9921.4139.7519.1818.2726.4521.7315.5934.9519.0614.599.4712/3817/3828/3819/3831/3834/3825/3827/3835/3821/3832/3836/3838/3844.8645.1615.3037.2216.7115.1027.5821.4014/38瑞泰中宏稳健成长型13/38中宏国寿平衡增长29/38中国人寿18/38中英中英平衡配置型联泰大都会5545平衡型5545平衡型（原中美）汇丰平衡增长28/38中美联泰大都会30/38中美联泰大都会23/38汇丰7.388.6513.2414.3712.6713.054.9914.985.58中德安联理财平衡型太平均衡收益型25/38中德安联33/38太平中信保诚策略成长中德安联平衡型20.277.1410.627.6012.978.2737.1414.135.7535.5520.433.9020/38中信保诚26/38中德安联34/38中德安联35/38太平中德安联安赢慧选2号太平精选平衡型10.022.738.939.281.441.442.58附表5混合保守型投资账户排名（二级分类，）数据截止日期：投资账户名称同方全球平衡型长生稳健增值型中荷平衡型年以来回报排名年7月排名最近3月最近6月最近1年最近2年最近3年回报14.138.917.737.647.597.156.746.726.716.346.20回报17.2823.7114.2013.7916.9214.466.78排名回报19.5526.0714.8614.1015.3220.2117.076.05排名3/221/228/229/227/222/225/2219/224/2212/226/2215/22回报排名回报排名回报排名公司19.5726.4315.3020.2817.3623.9718.765.085/221/222/2223.3334.3121.8332.2026.5033.3829.5110.9330.0614.4727.1612.428/221/229/223/227/222/225/2216/224/2213/226/2215/2225.5440.1922.7036.8829.8335.9237.0613.0933.4722.3431.3722.658/2218.3736.9126.7527.8827.3637.3937.5918.7839.4425.2629.6119.6615/22同方全球1/229/222/223/221/226/221/229/225/22长生9/22中荷中德安联安赢慧选3号中信保诚平衡增长中宏投资管家4/224/2210/227/223/227/22中德安联8/22中信保诚3/22中宏8/225/227/222/226/224/224/22平安发展7/227/225/222/222/22中国平安人寿14/22恒安标准1/22光大永明10/22泰康人寿6/22瑞泰恒安标准平衡型光大永明平衡型泰康平衡配置型瑞泰财智增值19/223/228/2215/223/2218/225/2220.928.209/2216.9310.8512.819.9018.829.9114/226/2210/2212/229/226/2218.987.9816.249.28陆家嘴国泰平衡型15/2212/2210/2213/22陆家嘴国泰人寿14/21北大方正平衡型9.966.5013/2216/2218/2210/2221/2212/2222/2217/2220/225.644.264.184.093.953.723.693.472.530.8613/2214/2215/2216/2217/2218/2219/2220/2221/2222/2213.165.424.378.297.734.246.654.024.540.668/2217/2219/2213/2214/2220/2216/2221/2218/2222/2210.816.606.889.5710.824.739.744.306.183.5517/2216/2214/2210/2220/2213/2221/2218/2222/2212.7410.0210.4016.2215.706.9914/2217.4916.6514.4416.2120.6518.9012.948.5714/2215/2217/2216/2212/2220/2213/2219/2222/2221/2237.2521.6012.1710.2822.7316.0112.897.404/22北大方正友邦上海稳健组合18/2217/2210/2221/2212/2222/2219/2220/2212/22友邦保险同方全球成长型6.0318/22同方全球汇丰低碳环保精选12.764.2421/22汇丰工银安盛稳健工银安盛3070稳健型（原中美）混合偏债型基金（原中美）联泰大都会3070稳健型中德安联安赢慧选1号联泰大都会混合偏债型19/22中美联泰大都会16/22中美联泰大都会20/22中美联泰大都会17/22中德安联3.6715.096.886.087.254.647.149.9422/22中美联泰大都会附表6债券型投资账户排名（一级分类，）数据截止日期：2020/7/31投资账户名称2020年以来回报排名6/332020年7月最近3月最近6月回报排名8/33最近1年最近2年最近3年回报排名13.2012/33瑞泰回报3.16排名1/33回报3.22排名回报7.27排名回报排名公司瑞泰稳定型4.82-1.155.444.966.315.804.474.314.764.486.761.393.643.042.323.043.034/3326/338/334.29-0.524.734.475.595.854.684.354.294.195.601.083.392.612.092.502.608/3312.179.326/33恒安标准债券型北大方正稳健型中荷稳健型33/334/332.972.822.722.722.652.422.272.162.041.691.581.521.321.291.160.892/333/33-0.701.942.413.554.622.412.613.243.053.210.342.150.630.411.69-0.0533/334/333.407.296.787.317.397.376.927.639.4612.583.456.022.894.484.675.3224/337/3317/339/3312.7913.168.4414/33恒安标准13/33北大方正23/33中荷10.499.105/334/336/3310/336/3319/334/33中意安逸稳健2/335/332/333/3312.7410.2214.3314.127.1512.1813.3715/33中意中宏灵活配置型泰康开泰宏利3/336/331/331/334/332/3310/33中宏9/337/339/335/335/33泰康人寿泰康稳健收益型中信保诚稳健配置建信现金增利型泰康开泰稳利精选瑞泰财智稳定10/337/338/337/337/339/333/3317.086.342/33泰康人寿27/33中信保诚建信人寿1/33泰康人寿28/33瑞泰9/333/339/333/3322/338/338/3310/3312/3313/3314/3315/3316/3317/336/3310/332/332/3310.8819.736.4713.2921.695.821/335/331/331/3328/3314/3319/3313/3315/3315/3310/3313/3314/3312/3318/3326/3313/3317/3315/3314/3322/3328/3316/3314/3312/3325/335/33中意稳健理财12.446.147.1917/33中意中信保诚优选全债太平平衡稳定型瑞泰增值型29/3312/3330/3315/3326/33中信保诚7/33太平10.035.5114.233.9330/33瑞泰招商信诺添利A型9.5516/33招商信诺15/21中英稳健型1.911.842.561.512.641.070.690.791.983.491.011.462.251.991.722.4023/3324/3317/3326/3316/3329/3332/3331/3322/3312/3330/3327/3320/3321/3325/3318/330.890.640.530.530.440.320.300.270.220.220.200.200.19-0.20-0.2018/3319/3320/3321/3322/3323/3324/3325/3326/3327/3328/3329/3330/3331/3332/3333/33-0.300.0721/3316/3320/3319/3322/3323/3324/3332/3327/3317/3325/3328/3329/3331/3333/3330/331.381.462.041.252.010.740.500.131.592.830.700.891.871.511.052.1724/3323/3318/3325/3319/3329/3331/3332/3321/3312/3330/3328/3320/3322/3327/3316/333.154.474.173.214.462.542.272.794.294.772.162.804.284.583.433.2327/3317/3321/3326/3318/3331/3332/3330/3319/3313/3333/3329/3320/3315/3323/3325/335.419.707.866.699.156.156.266.399.4912.156.789.7210.3531/3314/3321/3324/3318/3328/3327/3326/3316/337/335.8114.7910.5213.528.4729/33中英平安价值增长6/33中国平安人寿18/33中美联泰大都会19/33中国人寿8/33中美联泰大都会22/33汇丰债券型基金（原中美）国寿稳健债券-0.30-0.25-0.38-0.44-0.53-1.71-0.800.04联泰大都会债券型汇丰稳健成长光大永明稳健型同方全球稳健型阳光债券型8.3124/33光大永明20/33同方全球4/33阳光人寿3/33中宏9.9615.7617.019.46中宏债券型中德安联债券稳健型泰康五年定期保证收益泰康稳盈增利-0.60-0.80-0.91-1.06-2.18-1.0623/3313/3310/3321/33中德安联5/33泰康人寿泰康人寿14.94泰康悦享配置泰康人寿光大永明进取型华泰稳健型8.854.8220/3332/3313.388.159/33光大永明25/33华泰人寿附表7增强债券型投资账户排名（二级分类，）数据截止日期：投资账户名称中意安逸稳健年以来回报排名年7月回报排名最近3月回报排名最近6月最近1年回报最近2年最近3年回报5.595.854.684.354.294.195.601.083.392.50排名3/181/184/185/186/187/182/1816/188/1810/18排名6/184/185/187/183/182/181/1814/188/1810/18回报12.7410.2214.3314.127.15排名回报12.1813.37排名公司6.312/182.722.652.422.272.162.041.691.581.521.161/183.552/187.314/189/18中意7/18中宏中宏灵活配置型泰康开泰宏利5.804.474.314.764.486.761.393.643.043/186/187/184/185/181/1817/188/1810/182/183/184/185/186/187/188/189/1810/184.622.412.613.243.053.210.342.151.691/187/186/183/185/184/1810/188/189/187.397.376.927.639.4612.583.456.024.678/182/18泰康人寿泰康稳健收益型中信保诚稳健配置建信现金增利型泰康开泰稳利精选瑞泰财智稳定3/1817.086.342/18泰康人寿14/18中信保诚8/18建信人寿1/18泰康人寿15/18瑞泰13/187/1810.8819.736.4713.2921.695.821/1814/185/18中意稳健理财12.445.513.9310/18中意瑞泰增值型16/1817/18瑞泰16/21中英稳健型1.911.842.562.640.693.491.722.4014/1815/1812/1818/189/180.890.640.530.440.300.22-0.20-0.2012/1813/1814/1815/1816/1817/1818/18-0.300.0714/1813/1815/1816/1812/1818/1817/181.381.462.042.010.502.831.052.1715/1814/1812/1813/1818/189/183.154.474.174.462.274.773.433.2317/1813/1812/1818/189/185.419.707.869.156.2612.158.854.8217/189/185.8114.7913.528.3116/18中英平安价值增长4/18中国平安人寿中美联泰大都会5/18中美联泰大都会12/18光大永明3/18中宏债券型基金（原中美）联泰大都会债券型光大永明稳健型中宏债券型-0.30-0.38-0.530.0412/1810/1815/186/1817.0113.388.15光大永明进取型华泰稳健型16/1813/18-2.18-1.0617/1815/1816/1818/186/18光大永明13/18华泰人寿附表8全债型投资账户排名（二级分类，）数据截止日期：2020/7/31投资账户名称2020年以来回报排名4.823/152020年7月最近3月最近6月最近1年最近2年最近3年回报3.16排名1/15回报3.22排名回报4.29排名回报7.27排名2/15回报排名1/15回报排名公司瑞泰稳定型1/1510/153/153/1512.179.3210.499.106.1410.039.556.696.156.399.496.789.7210.3513.2012.7913.168.444/15瑞泰恒安标准债券型北大方正稳健型中荷稳健型-1.155.444.963.042.323.031.511.070.791.981.011.462.251.9915/151/152.972.822.721.321.290.890.530.320.270.220.200.200.192/153/15-0.701.94-0.524.734.472.612.092.601.250.740.131.590.700.891.871.5115/151/153.407.296.782.894.485.323.212.542.794.292.162.804.284.589/151/158/152/156/15恒安标准5/15北大方正12/15中荷2/154/152.412/152/153/159/15中信保诚优选全债太平平衡稳定型招商信诺添利A型国寿稳健债券4/155/150.634/154/156/1514/154/157.1913/15中信保诚3/15太平6/156/150.415/156/1514.2310.528.475/157/15-0.05-0.25-0.44-1.71-0.80-0.60-0.80-0.91-1.066/155/154/156/157/15招商信诺8/15中国人寿汇丰10/1512/1514/159/158/157/1510/1512/1514/158/1510/1514/1513/157/1513/1512/157/15汇丰稳健成长9/158/15同方全球稳健型阳光债券型10/1512/1513/1514/1515/1515/159/159.969/15同方全球1/15阳光人寿10/15中德安联2/15泰康人寿泰康人寿15.769.46中德安联债券稳健型泰康五年定期保证收益泰康稳盈增利13/157/1513/157/1515/1512/158/1510/155/1512/1513/1514/1514.943/15泰康悦享配置8/159/155/15泰康人寿17/21附表9货币型投资账户排名（一级分类，）数据截止日期：2020/7/31投资账户名称2020年以来回报排名2020年7月回报排名1/39最近3月回报排名0.604/39最近6月回报排名最近1年最近2年排名2/39最近3年回报排名8.9110/39瑞泰回报2.772.742.073.633.052.943.171.963.052.942.942.192.331.662.152.011.69排名回报公司瑞泰安益型1.211.521.272.071.661.621.680.991.651.521.521.141.591.221.161.001.1312/397/391.030.380.340.270.240.230.220.210.200.170.170.160.150.130.120.120.120.100.100.090.080.080.070.071.101.161.121.851.421.421.410.861.441.291.290.941.361.040.990.840.968/399/397.465.854.447.866.696.377.215.25瑞泰财智安益2/393/390.040.550.820.640.690.60-0.710.430.320.320.310.520.420.390.330.370.220.320.340.350.330.290.260.230.230.260.2234/396/399/3910/391/398/3916/391/397.017.7423/39瑞泰17/39中荷中荷避险型10/391/3913/391/39平安保证收益4/391/3913.3410.3610.431/39中国平安人寿7/39陆家嘴国泰人寿5/39中国平安人寿4/39德华安顾6/39太平陆家嘴国泰货币型平安货币3/395/393/394/394/396/395/396/392/393/397/397/39德华安顾货币型太平稳健避险型恒大现金宝2/397/395/395/392/393/3920/394/398/3937/398/3918/392/3916/393/3910/399/39恒大泰康e理财货币避险型泰康赢家理财货币避险型中信保诚现金增利建信稳健增值型建信锦绣3号8/3910/3910/3912/3913/3914/3915/3916/3917/3918/3919/3920/3921/3922/3923/3924/3925/3926/3927/3928/3916/3916/3919/397/397/395/397.107.104.684.343.644.844.623.954/394/3912.5212.528.297.135.898.078.466.712/39泰康人寿2/39泰康人寿15/39中信保诚21/39建信人寿30/39建信人寿16/39建信人寿13/39中德安联26/39建信人寿汇丰8/397/395/3914/396/3915/396/3910/3923/3912/3915/3922/3912/3919/3927/3913/3922/3913/3918/3915/399/3912/3913/3920/3914/39建信价值成长型中德安联省心安