资管生态月度报告：中国投连险分类排名

内容目录华宝投连险分类的标准 32023年7月证券市场回顾 3海外市场概览 3国内市场概览 3保险业数据回顾 4新增投资资金数据 4保险资金运用情况对比 4中国投连险2023年7月分类排名 4投连总体回报率情况点评 5各分类账户回报率情况点评 5具体账户表现点评 5附表：华宝投连险分类排名 7图表目录图1：保险行业新增投资额及占比情况（截至2023.6） 4图2：2023年5月保险资金运用结构(%) 4图3：2023年6月保险资金运用结构(%) 4图4：激进型投连险指数走势图（2007.12-2023.7） 5图5：2023年6月份投连险的风险和收益的匹配(%) 6图6：2023年7月份投连险的风险和收益的匹配(%) 6表1：投连险华宝分类标准 3表2：国际主要指数7月表现 3表3：中国市场主要指数表现 3表4：2023年7月各类账户收益 5表5：2023年7月份投连险各分类单月业绩冠军 5表6：二级账户7月收益情况统计 6资管生态月度报告资管生态月度报告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（20148月期新增8类，将一级分类中的混合型细分为混合激进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。如对表1：投连险华宝分类标准一级分类二级分类分类标准按权益投资分按投资股票基金比例分指数型指数型采取指数化策略指数化策略激进型激进型权益配置比例在70%以上80%以上混合型混合激进型权益配置比例在40－70%50%-80%混合保守型权益配置比例在40%以下20－50%债券型增强债券型可投债券型基金，或者少量权益类投资20%以下全债型不投资权益，仅投资于债券和货币市场80%债券货币型货币型投资于货币市场比例在80%以上80%货币市场类固定收益型类固定收益型投资范围包括债权计划、不动产计划以及固定收益类信托计划等非标准化资产——资料来源：注：上述两大分类标准满足其中的一个即可20237月证券市场回顾海外市场概览2023年7月国际主要指数表现如下所示：表2：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3.35英国：富时100指数2.23日本：东京日经225指数-0.05资料来源：，数据日期：2023年7月1日至2023年7月31日国内市场概览2023年7月中国市场主要指数表现如下表:7月涨跌幅（%）7月涨跌幅（%）指数沪深300指数4.48中证500指数1.49恒生指数6.15中债-总净价(总值)指数0.11中债-企业债总净价(总值)指数0.08中债-国债总净价(总值)指数0.20资料来源：，数据日期：2023年7月1日至2023年7月31日保险业数据回顾新增投资资金数据图1：保险行业新增投资额及占比情况（截至2023.6）资料来源：国家金融监督管理总局，保险资金运用情况对比图2：2023年5月保险资金运用结构(%) 图3：2023年6月保险资金运用结构(%)资料来源：国家金融监督管理总局， 资料来源：国家金融监督管理总局，20237月分类排名201813个月、6123投连总体回报率情况点评2023年7月排名体系内账户共217个，全月投连险账户单月平均收益0.45%。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月份权益市场先抑后扬，全月激进型投连险指数收益率0.72%，沪深300指数收益率为4.48%。截至2023年7月底，激进型投连险指数收于196.85点，调整后的可比沪深300指数收于75.19点。图4：激进型投连险指数走势图（2007.12-2023.7）资料来源：，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4：2023年7月各类账户收益排名账户分类7月平均回报率（%）可比公募基金指数7月涨跌幅（%）1指数型3.14股票指数型基金指数2.482激进型0.72普通股票型基金指数-1.033混合激进型0.42偏股混合型基金指数-1.194混合保守型0.09偏债混合型基金指数0.575增强债券型0.24债券型基金指数0.326全债型0.57债券型基金指数0.327货币型0.16货币市场基金指数0.15资料来源：，具体账户表现点评7217169.%。收益率名列前列账户包括：太平蓝筹成长型（.%、德华安顾价值增长...%.。从不同策略类型账户的表现来看，2023年7月份投连险各类型账户单月业绩冠军如下表：表5：2023年7月份投连险各分类单月业绩冠军所属分类账户名称2023年7月收益（%）2023年7月收益排名2023年6月收益排名排名变化所属公司指数型光大永明指数型6.191/62/6↑光大永明激进型太平蓝筹成长型8.101/468/46↑太平混合激进型太平优势蓝筹型5.681/4032/40↑太平混合保守型太平人寿智胜平衡稳健型3.711/2718/27↑太平增强债券型泰康开泰稳利精选0.881/173/17↑泰康人寿全债型恒安标准债券型1.321/1515/15↑恒安标准类固定收益型光大永明优选0.601/269/26↑光大永明货币型建信稳健增值型0.371/402/40↑建信人寿资料来源：大智慧大数据终端，图5：2023年6月份投连险的风险和收益的匹配(%) 图6：2023年7月份投连险的风险和收益的匹配(%)资料来源：大智慧大数据终端， 资料来源：大智慧大数据终端，表6：二级账户7月收益情况统计一级分类指数型激进型混合型债券型类固定收益型货币型总计二级分类混合激进型混合保守型增强债券型全债型账户个数646402717152640217均值(简单平均,%)3.140.720.420.090.240.570.270.160.45最小值(%)0.92-9.44-6.90-3.53-1.270.12-0.07-0.08-9.44最大值(%)6.198.105.683.710.881.320.600.378.10资料来源：大智慧大数据终端，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：2023/7/312023年以来2023年7月最近3月最近6月最近1年最近2年最近3年投资账户名称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光大永明指数型-5.646/66.191/6-0.504/6-11.036/6-16.716/6-38.616/6-44.236/6光大永明同方全球指数加强型6.471/64.262/62.101/62.421/62.411/6-4.441/6-0.831/6同方全球中英指数型5.912/63.523/60.982/61.262/60.922/6-10.602/6-6.982/6中英中英指数增强型3.543/62.994/60.003/6-1.603/6-2.663/6-14.833/6-12.313/6中英中德安联指数优势型1.844/60.945/6-1.265/6-4.124/6-7.514/6-16.754/6-17.025/6中德安联建信指数成长型-2.315/60.926/6-2.956/6-8.925/6-14.115/6-28.025/6-13.674/6建信人寿附表2激进型投资账户排名（一级分类，%）数据截止日期：2023/7/312023年以来2023年7月最近3月最近6月最近1年最近2年最近3年投资账户名称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太平蓝筹成长型6.286/468.101/463.473/46-2.2310/46-20.9443/46-33.7541/46-30.0742/46太平德华安顾价值增长2.5414/466.532/461.809/46-0.536/46-1.845/46-11.734/46-2.4010/46德华安顾泰康多策略优选6.604/466.323/465.181/46-0.587/463.352/46-13.536/46-0.978/46泰康人寿德华安顾进取型壹5.318/464.234/462.217/461.912/46-0.593/46-12.705/46-19.0536/46德华安顾长生卓越成长型-5.7543/463.855/46-2.7634/46-11.4643/46-12.5234/46-32.3640/46-29.5741/46长生泰康创新动力型2.6713/463.546/460.9611/46-4.3115/46-2.197/46-16.3715/46-2.209/46泰康人寿泰康沪港深精选-0.3625/463.297/462.916/46-5.1025/46-9.8027/46-37.5644/46-35.2043/46泰康人寿泰康优选成长型9.321/463.248/463.345/460.275/465.301/4625.821/4643.551/46泰康人寿中信保诚积极成长-0.4926/463.209/462.168/46-7.7233/46-13.5735/46-20.6625/46-12.5930/46中信保诚联泰大都会8020进取型6.217/463.0510/463.384/461.403/46-3.7510/46-16.0213/46-12.1029/46中美联泰大都会8020进取型（原中美）6.545/462.8211/463.852/461.961/46-3.8311/46-16.9716/46-13.7433/46中美联泰大都会友邦内需精选组合2.4215/462.5212/460.2215/46-2.7213/46-8.0823/46-22.1931/460.385/46友邦保险中宏股票型1.3118/462.4713/46-0.1816/46-4.3116/46-6.9318/46-16.3114/46-6.4716/46中宏股票型基金（原中美）-1.0730/462.3714/46-0.2218/46-4.8624/46-8.3526/46-21.5428/46-12.6931/46中美联泰大都会联泰大都会股票型-0.6327/462.3215/46-0.4119/46-4.6020/46-8.3025/46-20.8226/46-10.6324/46中美联泰大都会汇丰汇锋进取2.2916/462.2316/46-1.0822/46-5.3626/46-7.4220/46-24.8536/46-0.617/46汇丰中英积极型0.3321/461.8817/46-0.4720/46-4.5519/46-2.478/46-15.7010/46-12.0328/46中英平安精选权益6.893/461.7218/460.3713/46-1.429/46-3.039/46-21.5327/460.504/46中国平安人寿招商信诺锐取A型-0.7228/461.7019/46-1.4524/46-9.2841/46-17.7542/46-36.4843/46-37.1444/46招商信诺瑞泰成长型0.0223/461.6620/46-1.6227/46-4.8523/46-6.5316/46-15.9912/46-6.3015/46瑞泰恒安标准进取型0.5220/461.3621/46-0.1817/46-7.1229/46-11.4232/46-22.3632/46-13.5832/46恒安标准中宏积极成长型-0.3624/461.2722/46-0.8321/46-5.5527/46-7.0119/46-15.539/46-8.1618/46中宏招商信诺先锋A型-2.0234/461.1123/46-4.5640/46-7.2630/46-11.2730/46-22.1830/46-9.2722/46招商信诺泰康行业配置型4.619/461.1024/461.0010/46-2.4411/46-1.194/46-9.183/467.672/46泰康人寿同方全球积极型0.0322/461.0225/46-3.0435/46-4.6322/46-11.3031/46-19.0719/46-8.6719/46同方全球汇丰积极进取-1.6732/460.9426/46-1.9628/46-8.3439/46-13.9037/46-25.6738/46-15.1834/46汇丰瑞泰财智成长1.3317/460.7627/46-2.4631/46-4.3517/46-6.8317/46-17.7717/46-5.2612/46瑞泰中宏行业焦点型-1.2431/460.6428/46-1.4725/46-4.6221/46-7.5621/46-19.2220/46-9.2221/46中宏工银安盛进取-2.2336/460.4529/46-2.2529/46-7.6832/46-10.7029/46-20.6124/46-8.7420/46工银安盛中英成长型-1.8333/460.2130/46-2.5332/46-7.0728/46-7.9722/46-19.9321/46-6.5517/46中英瑞泰财智进取3.8610/460.0431/46-2.3230/46-2.5312/46-2.096/46-15.288/46-3.6911/46瑞泰太平价值精选型-5.5942/46-0.2432/46-2.6433/46-9.4742/46-21.1644/46太平泰康进取型3.2712/46-0.3833/46-1.4523/46-2.9014/46-6.2514/46-15.7511/46-0.246/46泰康人寿友邦增长组合-3.5939/46-0.9034/46-5.1041/46-8.1135/46-16.0440/46-20.3923/46-11.1026/46友邦保险瑞泰进取型-3.9240/46-1.2535/46-3.4337/46-8.2138/46-10.4228/46-21.8929/46-9.5523/46瑞泰汇丰粤港澳大湾区精选-2.0835/46-1.6936/46-1.5626/46-8.2037/46-4.7813/46-7.212/46汇丰中意积极进取3.7511/46-1.8537/460.2514/46-1.278/46-6.3515/46-18.5218/463.743/46中意同方全球精彩型1.1619/46-1.9638/46-3.1036/46-4.5518/46-4.3512/46-13.997/46-5.4413/46同方全球中德安联财富成长型-3.3538/46-1.9839/46-3.8938/46-8.1536/46-15.4439/46-24.2634/46-19.3337/46中德安联中德安联成长型-3.1237/46-2.1240/46-3.9939/46-8.1134/46-13.7336/46-22.8233/46-20.0938/46中德安联建信主动积极型-4.9041/46-3.1041/46-6.8243/46-8.5340/46-17.6441/46-27.2839/46-16.2535/46建信人寿泰康积极成长型7.922/46-3.1342/460.4112/460.524/46-8.2724/46-25.5437/46-11.2627/46泰康人寿太平策略成长型-9.9045/46-3.5643/46-6.1542/46-14.6046/46-28.2845/46-35.6742/46-10.8525/46太平华泰进取型-1.0329/46-4.5844/46-7.0244/46-7.4031/46-14.3138/46-20.1722/46-5.9514/46华泰人寿陆家嘴国泰增长型-6.5844/46-6.5545/46-8.7245/46-11.8844/46-11.7033/46-24.7235/46-26.0939/46陆家嘴国泰人寿太平价值先锋型-10.1246/46-9.4446/46-9.5546/46-13.9345/46-36.7346/46-42.5945/46-26.9340/46太平附表3混合型投资账户排名（一级分类，%）数据截止日期：2023/7/312023年以来2023年7月最近3月最近6月最近1年最近2年最近3年投资账户名称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太平优势蓝筹型0.9432/675.681/673.261/67-3.4534/67-2.7818/67太平中意增长理财1.9524/674.572/671.287/67-3.8137/671.433/67-5.5715/675.7511/67中意国华1号进取型0.1441/673.923/670.1316/67-4.4944/67-0.749/67-5.8116/67-20.5260/67国华人寿太平人寿智胜平衡稳健型6.462/673.714/671.686/671.595/67-1.2411/679.991/6725.063/67太平太平人寿智选忠诚保证型5.564/673.575/671.009/670.9312/67-2.8619/677.733/6722.974/67太平招商信诺灵动A型-4.0964/673.466/67-2.3852/67-9.3264/67-7.2240/67-11.9527/67-10.4747/67招商信诺瑞泰财智增值2.8713/672.457/670.6714/67-0.0316/670.096/67-14.3036/67-0.2818/67瑞泰3070稳健型（原中美）2.2617/672.268/670.9010/670.3814/67-2.2313/67-4.7312/67-3.1827/67中美联泰大都会中宏灵活配置型2.1221/672.209/670.7113/67-2.0723/672.062/670.776/676.019/67中宏5545平衡型（原中美）4.878/672.0310/672.602/671.596/67-3.2920/67-11.4425/67-8.2839/67中美联泰大都会太平智优平衡稳健型3.909/672.0311/670.8711/671.479/67-0.418/67太平联泰大都会5545平衡型4.997/672.0112/672.604/671.773/67-2.5917/67-10.3122/67-5.3730/67中美联泰大都会恒安标准平衡型2.0823/671.9813/670.3615/67-2.9528/67-4.9128/67-5.1913/67-1.9523/67恒安标准太平精选平衡型0.8934/671.9114/67-0.3421/67-5.7354/67-5.2231/67-16.9645/67-21.7861/67太平恒安标准成长型0.5738/671.7415/67-0.3822/67-5.7955/67-8.5143/67-15.5040/67-7.8838/67恒安标准新华创世之约1.0630/671.6816/672.603/67-2.5627/673.111/679.212/6742.711/67新华人寿中信保诚成长先锋-0.0544/671.5917/67-1.0636/67-4.2540/67-7.2139/67-18.8551/67-7.7737/67中信保诚长生稳健增值型-0.7450/671.5618/67-1.3741/67-5.5953/67-12.3457/67-30.8564/67-26.6264/67长生中荷成长型-6.0366/671.4219/67-3.6958/67-9.7165/67-14.0064/67-25.0860/67-13.3354/67中荷汇丰平衡增长0.3340/671.3820/67-0.9633/67-4.1539/67-8.6344/67-14.2735/67-5.4931/67汇丰招商信诺和谐A型-2.4160/671.3221/67-3.6657/67-7.3360/67-10.7752/67-22.4757/67-9.5645/67招商信诺友邦优选平衡组合-2.2359/671.1822/67-1.2039/67-4.4542/67-5.9333/67-15.4039/675.6712/67友邦保险中荷平衡型-0.0143/671.1623/67-0.4925/67-3.8136/67-6.3434/67-10.3823/67-3.7428/67中荷中英平衡配置型-1.4654/671.1424/67-0.9834/67-5.1751/67-5.4732/67-12.2229/670.7416/67中英太平均衡收益型0.7935/671.1025/67-2.0144/67-5.1550/67-9.7549/67-18.0249/67-25.0763/67太平联泰大都会3070稳健型3.1011/671.0526/671.248/671.528/67-0.167/67-2.659/67-0.2717/67中美联泰大都会太平智胜动力增长型1.4827/671.0327/67-0.6928/67-4.9448/67-10.8454/67-21.5055/67-15.7656/67太平中英平衡型-0.3046/670.9628/67-0.8331/67-4.5245/67-4.6226/67-11.5326/67-1.0521/67中英太平智选动力增长型1.7326/670.9229/67-2.3751/67-4.8847/67-7.6142/67-20.1553/67-23.3762/67太平泰康安盈回报8.231/670.8230/670.0117/671.2311/67-4.1724/67-6.6318/67-8.9243/67泰康人寿中德安联安赢慧选2号6.143/670.7031/672.425/671.714/670.885/674.234/6733.972/67中德安联瑞泰财智平衡2.1919/670.5432/67-0.3420/67-1.6222/67-4.1122/67-16.1943/67-4.1329/67瑞泰中宏混合偏股型-2.7062/670.5133/67-2.0446/67-6.5358/67-9.2647/67-20.4454/67-13.2853/67中宏工银安盛卓越-0.5648/670.4534/67-1.1838/67-4.3441/67-6.9037/67-13.2430/67-0.6919/67工银安盛中宏投资管家0.7336/670.3135/67-0.9132/67-3.3132/67-5.1729/67-14.2534/67-6.0332/67中宏工银安盛稳健0.7037/670.2536/67-0.3823/67-1.2019/67-2.2514/67-5.3214/671.1315/67工银安盛建信平衡收益型-5.3565/670.2137/67-2.1949/67-11.6866/67-17.3766/67-26.4761/67-1.9624/67建信人寿国寿精选价值1.0631/670.2038/67-3.6959/67-3.6335/67-9.1546/67-17.6547/67-17.0659/67中国人寿中宏稳健成长型3.6610/670.0739/67-2.2650/67-0.5817/67-4.5525/67-16.1142/67-9.8646/67中宏同方全球成长型0.0342/670.0340/67-0.2418/67-1.5620/67-4.1323/67-6.5817/67-0.9520/67同方全球国寿平衡增长2.0922/67-0.0341/67-2.9354/67-2.2425/67-6.3835/67-13.7133/67-12.4151/67中国人寿中信保诚策略成长1.3428/67-0.1442/67-0.4424/67-3.4433/67-13.2861/67-23.2059/67-16.3758/67中信保诚汇丰未来智选混合-1.8756/67-0.2543/67-1.2140/67-3.9038/67-10.9955/67-12.0028/67-6.7435/67汇丰友邦稳健组合-0.5147/67-0.2644/67-0.5727/67-1.5821/67-3.5521/67-8.7920/674.6913/67友邦保险陆家嘴国泰平衡型2.2716/67-0.2845/670.8412/672.451/67-2.5215/67-3.6710/67-1.5222/67陆家嘴国泰人寿光大永明平衡型0.4039/67-0.3546/67-2.1247/67-2.4726/67-5.2130/67-14.6137/67-11.9050/67光大永明中信保诚平衡增长3.0812/67-0.5147/67-1.1237/671.567/67-4.7827/67-16.7744/67-13.7655/67中信保诚平安发展-0.8752/67-0.5348/67-1.7342/67-4.4743/67-6.7036/67-9.9821/673.0414/67中国平安人寿同方全球平衡型-1.6855/67-0.5849/67-0.8230/67-6.0356/67-10.7953/67-6.9919/678.627/67同方全球瑞泰平衡型5.456/67-0.6650/67-1.8243/670.3415/671.314/67-4.4711/6714.165/67瑞泰泰康基金精选-2.0957/67-0.7951/67-2.0345/67-8.5463/67-13.4262/67-22.1556/67-6.1533/67泰康人寿中德安联平衡型-2.1258/67-0.9352/67-2.1548/67-4.9849/67-9.4848/67-13.6832/67-9.2244/67中德安联中意策略增长2.4915/67-0.9453/67-0.5026/67-1.0518/67-7.0238/67-17.7848/67-8.7541/67中意平安基金-3.1663/67-1.0055/67-3.9260/67-8.1262/67-13.0059/67-22.6058/67-8.7742/67中国平安人寿混合偏债型基金（原中美）2.6314/67-1.0054/67-0.7529/671.782/67-1.0410/67-0.577/677.038/67中美联泰大都会联泰大都会混合偏债型2.1820/67-1.2356/67-1.0235/671.2410/67-1.3012/67-0.768/675.9210/67中美联泰大都会中德安联理财平衡型-2.5161/67-1.2857/67-2.5453/67-5.3852/67-9.8850/67-13.3931/67-12.4652/67中德安联泰康平衡配置型5.525/67-1.3458/67-0.3319/670.7613/67-2.5816/671.815/679.076/67泰康人寿联泰大都会混合偏股型1.8025/67-2.0659/67-3.2755/67-3.2030/67-7.3141/67-17.2646/67-10.8048/67中美联泰大都会北大方正平衡型1.1629/67-2.4560/67-3.6356/67-2.2124/67-10.5851/67-18.2250/67-2.0025/67北大方正混合偏股型基金（原中美）0.9033/67-2.7661/67-4.2463/67-3.1829/67-8.6945/67-18.8752/67-6.9236/67中美联泰大都会华泰平衡型-0.1745/67-2.8062/67-5.1965/67-4.7346/67-11.1656/67-15.9841/67-2.1426/67华泰人寿中德安联安赢慧选6号-0.7651/67-3.3863/67-4.2964/67-7.8861/67-13.7763/67-29.3963/67-16.1557/67中德安联中德安联安赢慧选3号-0.7249/67-3.4064/67-4.0161/67-6.8059/67-13.0760/67-15.2738/67-11.4949/67中德安联中德安联安赢慧选1号-1.1753/67-3.5365/67-4.2362/67-6.4257/67-12.6358/67-10.9124/67-6.6234/67中德安联北大方正成长型2.2118/67-6.2966/67-9.4366/67-3.3031/67-14.0365/67-26.9562/67-8.4740/67北大方正中信保诚优势领航-15.1867/67-6.9067/67-14.9867/67-18.6167/67-29.5467/67-38.9365/67-30.7765/67中信保诚附表4混合激进型投资账户排名（二级分类，%）数据截止日期：2023/7/312023年以来2023年7月最近3月最近6月最近1年最近2年最近3年投资账户名称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太平优势蓝筹型0.9419/405.681/403.261/40-3.4516/40-2.788/40太平中意增长理财1.9512/404.572/401.286/40-3.8118/401.433/40-5.575/405.755/40中意国华1号进取型0.1425/403.923/400.138/40-4.4923/40-0.746/40-5.816/40-20.5235/40国华人寿招商信诺灵动A型-4.0937/403.464/40-2.3829/40-9.3237/40-7.2221/40-11.9511/40-10.4726/40招商信诺中宏灵活配置型2.1210/402.205/400.717/40-2.079/402.062/400.773/406.014/40中宏5545平衡型（原中美）4.875/402.036/402.602/401.593/40-3.299/40-11.449/40-8.2819/40中美联泰大都会联泰大都会5545平衡型4.994/402.017/402.604/401.771/40-2.597/40-10.318/40-5.3713/40中美联泰大都会太平精选平衡型0.8921/401.918/40-0.3411/40-5.7330/40-5.2214/40-16.9621/40-21.7836/40太平恒安标准成长型0.5723/401.749/40-0.3812/40-5.7931/40-8.5124/40-15.5017/40-7.8818/40恒安标准新华创世之约1.0617/401.6810/402.603/40-2.5611/403.111/409.211/4042.711/40新华人寿中信保诚成长先锋-0.0526/401.5911/40-1.0619/40-4.2520/40-7.2120/40-18.8526/40-7.7717/40中信保诚中荷成长型-6.0339/401.4212/40-3.6933/40-9.7138/40-14.0037/40-25.0835/40-13.3330/40中荷汇丰平衡增长0.3324/401.3813/40-0.9617/40-4.1519/40-8.6325/40-14.2715/40-5.4914/40汇丰招商信诺和谐A型-2.4134/401.3214/40-3.6632/40-7.3333/40-10.7730/40-22.4732/40-9.5624/40招商信诺友邦优选平衡组合-2.2333/401.1815/40-1.2021/40-4.4522/40-5.9316/40-15.4016/405.676/40友邦保险中英平衡配置型-1.4631/401.1416/40-0.9818/40-5.1729/40-5.4715/40-12.2212/400.747/40中英太平均衡收益型0.7922/401.1017/40-2.0123/40-5.1528/40-9.7529/40-18.0225/40-25.0738/40太平太平智胜动力增长型1.4815/401.0318/40-0.6915/40-4.9427/40-10.8431/40-21.5030/40-15.7631/40太平中英平衡型-0.3028/400.9619/40-0.8316/40-4.5224/40-4.6213/40-11.5310/40-1.059/40中英太平智选动力增长型1.7314/400.9220/40-2.3728/40-4.8826/40-7.6123/40-20.1528/40-23.3737/40太平泰康安盈回报8.231/400.8221/400.019/401.234/40-4.1711/40-6.637/40-8.9223/40泰康人寿中德安联安赢慧选2号6.142/400.7022/402.425/401.712/400.885/404.232/4033.972/40中德安联瑞泰财智平衡2.199/400.5423/40-0.3410/40-1.628/40-4.1110/40-16.1920/40-4.1312/40瑞泰中宏混合偏股型-2.7035/400.5124/40-2.0425/40-6.5332/40-9.2628/40-20.4429/40-13.2829/40中宏工银安盛卓越-0.5629/400.4525/40-1.1820/40-4.3421/40-6.9018/40-13.2413/40-0.698/40工银安盛建信平衡收益型-5.3538/400.2126/40-2.1926/40-11.6839/40-17.3739/40-26.4736/40-1.9610/40建信人寿国寿精选价值1.0618/400.2027/40-3.6934/40-3.6317/40-9.1527/40-17.6523/40-17.0634/40中国人寿中宏稳健成长型3.666/400.0728/40-2.2627/40-0.586/40-4.5512/40-16.1119/40-9.8625/40中宏国寿平衡增长2.0911/40-0.0329/40-2.9330/40-2.2410/40-6.3817/40-13.7114/40-12.4128/40中国人寿中信保诚策略成长1.3416/40-0.1430/40-0.4413/40-3.4415/40-13.2834/40-23.2034/40-16.3733/40中信保诚瑞泰平衡型5.453/40-0.6631/40-1.8222/400.345/401.314/40-4.474/4014.163/40瑞泰泰康基金精选-2.0932/40-0.7932/40-2.0324/40-8.5436/40-13.4235/40-22.1531/40-6.1515/40泰康人寿中意策略增长2.497/40-0.9433/40-0.5014/40-1.057/40-7.0219/40-17.7824/40-8.7521/40中意平安基金-3.1636/40-1.0034/40-3.9235/40-8.1235/40-13.0033/40-22.6033/40-8.7722/40中国平安人寿联泰大都会混合偏股型1.8013/40-2.0635/40-3.2731/40-3.2013/40-7.3122/40-17.2622/40-10.8027/40中美联泰大都会混合偏股型基金（原中美）0.9020/40-2.7636/40-4.2436/40-3.1812/40-8.6926/40-18.8727/40-6.9216/40中美联泰大都会华泰平衡型-0.1727/40-2.8037/40-5.1938/40-4.7325/40-11.1632/40-15.9818/40-2.1411/40华泰人寿中德安联安赢慧选6号-0.7630/40-3.3838/40-4.2937/40-7.8834/40-13.7736/40-29.3938/40-16.1532/40中德安联北大方正成长型2.218/40-6.2939/40-9.4339/40-3.3014/40-14.0338/40-26.9537/40-8.4720/40北大方正中信保诚优势领航-15.1840/40-6.9040/40-14.9840/40-18.6140/40-29.5440/40-38.9339/40-30.7739/40中信保诚附表5混合保守型投资账户排名（二级分类，%）数据截止日期：2023/7/312023年以来2023年7月最近3月最近6月最近1年最近2年最近3年投资账户名称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太平人寿智胜平衡稳健型6.461/273.711/271.681/271.593/27-1.245/279.991/2725.061/27太平太平人寿智选忠诚保证型5.562/273.572/271.003/270.938/27-2.8611/277.732/2722.972/27太平瑞泰财智增值2.877/272.453/270.677/27-0.0311/270.091/27-14.3021/27-0.2811/27瑞泰3070稳健型（原中美）2.2610/272.264/270.904/270.3810/27-2.237/27-4.738/27-3.1816/27中美联泰大都会太平智优平衡稳健型3.904/272.035/270.875/271.476/27-0.413/27太平恒安标准平衡型2.0812/271.986/270.368/27-2.9517/27-4.9115/27-5.199/27-1.9514/27恒安标准长生稳健增值型-0.7421/271.567/27-1.3720/27-5.5924/27-12.3425/27-30.8526/27-26.6226/27长生中荷平衡型-0.0118/271.168/27-0.4912/27-3.8119/27-6.3418/27-10.3815/27-3.7417/27中荷联泰大都会3070稳健型3.105/271.059/271.242/271.525/27-0.162/27-2.656/27-0.2710/27中美联泰大都会中宏投资管家0.7314/270.3110/27-0.9116/27-3.3118/27-5.1716/27-14.2520/27-6.0318/27中宏工银安盛稳健0.7015/270.2511/27-0.3811/27-1.2012/27-2.258/27-5.3210/271.139/27工银安盛同方全球成长型0.0317/270.0312/27-0.249/27-1.5613/27-4.1313/27-6.5811/27-0.9512/27同方全球汇丰未来智选混合-1.8725/27-0.2513/27-1.2119/27-3.9020/27-10.9924/27-12.0017/27-6.7420/27汇丰友邦稳健组合-0.5119/27-0.2614/27-0.5713/27-1.5814/27-3.5512/27-8.7913/274.697/27友邦保险陆家嘴国泰平衡型2.279/27-0.2815/270.846/272.451/27-2.529/27-3.677/27-1.5213/27陆家嘴国泰人寿光大永明平衡型0.4016/27-0.3516/27-2.1222/27-2.4716/27-5.2117/27-14.6122/27-11.9023/27光大永明中信保诚平衡增长3.086/27-0.5117/27-1.1218/271.564/27-4.7814/27-16.7724/27-13.7625/27中信保诚平安发展-0.8722/27-0.5318/27-1.7321/27-4.4721/27-6.7019/27-9.9814/273.048/27中国平安人寿同方全球平衡型-1.6824/27-0.5819/27-0.8215/27-6.0325/27-10.7923/27-6.9912/278.624/27同方全球中德安联平衡型-2.1226/27-0.9320/27-2.1523/27-4.9822/27-9.4820/27-13.6819/27-9.2221/27中德安联混合偏债型基金（原中美）2.638/27-1.0021/27-0.7514/271.782/27-1.044/27-0.574/277.035/27中美联泰大都会联泰大都会混合偏债型2.1811/27-1.2322/27-1.0217/271.247/27-1.306/27-0.765/275.926/27中美联泰大都会中德安联理财平衡型-2.5127/27-1.2823/27-2.5424/27-5.3823/27-9.8821/27-13.3918/27-12.4624/27中德安联泰康平衡配置型5.523/27-1.3424/27-0.3310/270.769/27-2.5810/271.813/279.073/27泰康人寿北大方正平衡型1.1613/27-2.4525/27-3.6325/27-2.2115/27-10.5822/27-18.2225/27-2.0015/27北大方正中德安联安赢慧选3号-0.7220/27-3.4026/27-4.0126/27-6.8027/27-13.0727/27-15.2723/27-11.4922/27中德安联中德安联安赢慧选1号-1.1723/27-3.5327/27-4.2327/27-6.4226/27-12.6326/27-10.9116/27-6.6219/27中德安联附表6债券型投资账户排名（一级分类，%）数据截止日期：2023/7/312023年以来2023年7月最近3月最近6月最近1年最近2年最近3年投资账户名称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恒安标准债券型2.439/321.321/320.759/320.9322/320.4116/328.251/327.497/32恒安标准瑞泰稳定型2.468/321.212/320.1429/320.7825/32-0.6024/321.0523/324.1423/32瑞泰招商信诺添利A型2.2412/320.963/320.6614/320.7824/320.2219/321.8020/325.7320/32招商信诺汇丰稳健成长1.6322/320.924/320.4622/320.7726/320.3217/323.0414/326.0518/32汇丰泰康开泰稳利精选1.7120/320.885/320.5616/320.3927/321.435/325.233/328.036/32泰康人寿泰康开泰宏利1.4126/320.796/320.4523/32-0.2031/320.1520/321.2522/328.415/32泰康人寿中信保诚优选全债2.677/320.707/320.777/321.3513/32-0.0422/320.6024/324.3222/32中信保诚中宏债券型3.014/320.658/320.4721/321.954/320.7613/322.4317/326.4613/32中宏同方全球稳健型2.3011/320.609/320.795/322.023/321.358/322.3218/322.7026/32同方全球中德安联债券稳健型2.1215/320.5810/320.7012/321.3015/320.4915/323.0713/325.8119/32中德安联中信保诚稳健配置1.3928/320.5311/32-0.0330/320.0430/32-0.7625/32-1.0529/321.9527/32中信保诚瑞泰财智稳定2.3710/320.5112/320.5517/321.855/321.0011/323.4811/326.6412/32瑞泰太平平衡稳定型3.502/320.4413/321.041/322.202/32-3.5231/320.4325/326.7411/32太平中荷稳健型2.1913/320.4214/320.6215/321.0519/32-0.7826/32-0.2526/323.3525/32中荷中英稳健型1.6123/320.4115/320.3427/320.8723/320.1221/322.2519/324.3621/32中英泰康稳健收益型3.681/320.3916/320.7511/321.807/320.3118/324.048/329.433/32泰康人寿北大方正稳健型1.5524/320.3617/320.3028/320.2928/32-2.8930/32-2.4330/321.3028/32北大方正泰康悦享配置2.0616/320.2719/320.884/321.668/321.1810/324.127/326.9710/32泰康人寿泰康稳盈增利3.073/320.2718/320.972/322.281/322.181/325.234/329.144/32泰康人寿联泰大都会债券型1.4625/320.2620/320.3826/321.0220/320.7912/322.9315/326.4014/32中美联泰大都会债券型基金（原中美）1.7021/320.2621/320.4720/321.2417/320.6014/322.8816/326.2815/32中美联泰大都会国寿稳健债券0.9930/320.2023/320.768/321.4112/321.416/323.909/326.1916/32中国人寿平安价值增长2.1214/320.2022/320.7510/321.816/32-0.2523/321.5421/323.8724/32中国平安人寿华泰稳健型1.8318/320.1924/320.923/321.5610/322.023/324.616/327.498/32华泰人寿中意稳健理财2.805/320.1525/320.5119/321.1318/32-1.1929/32-0.9728/321.2329/32中意光大永明稳健型1.4027/320.1426/320.5218/321.3114/321.397/323.4012/326.1117/32光大永明泰康五年定期保证收益1.9717/320.1328/320.4524/321.5511/321.894/324.955/3210.301/32泰康人寿光大永明进取型1.2229/320.1327/320.6713/321.2716/321.309/323.8710/327.049/32光大永明阳光债券型1.8319/320.1229/320.796/321.659/322.082/325.962/3210.102/32阳光人寿中意安逸稳健2.776/320.0930/320.4325/320.9821/32-0.7927/32-0.5227/321.1131/32中意瑞泰增值型0.8031/32-0.2931/32-0.2131/320.1329/32-0.9828/32-3.2631/320.7332/32瑞泰建信现金增利型-2.8632/32-1.2732/32-1.9332/32-3.3732/32-4.5032/32-3.9032/321.1230/32建信人寿附表7增强债券型投资账户排名（二级分类，%）数据截止日期：2023/7/312023年以来2023年7月最近3月最近6月最近1年最近2年最近3年投资账户名称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资管生态月度报告泰康开泰稳利精选1.718/170.881/170.565/170.3913/171.432/175.231/178.033/17泰康人寿泰康开泰宏利1.4112/170.792/170.4511/17-0.2016/170.1510/171.2512/178.412/17泰康人寿中宏债券型3.012/170.653/170.4710/171.951/170.767/172.439/176.467/17中宏中信保诚稳健配置1.3914/170.534/17-0.0315/170.0415/17-0.7613/17-1.0515/171.9513/17中信保诚瑞泰财智稳定2.375/170.515/170.556/171.852/171.005/173.485/176.646/17瑞泰中英稳健型1.6110/170.416/170.3414/170.8712/170.1211/172.2510/174.3611/17中英泰康稳健收益型3.681/170.397/170.753/171.804/170.319/174.043/179.431/17泰康人寿联泰大都会债券型1.4611/170.268/170.3813/171.0210/170.796/172.937/176.408/17中美联泰大都会债券型基金（原中美）1.709/170.269/170.479/171.248/170.608/172.888/176.289/17中美联泰大都会平安价值增长2.126/170.2010/170.752/171.813/17-0.2512/171.5411/173.8712/17中国平安人寿华泰稳健型1.837/170.1911/170.921/171.565/172.021/174.612/177.494/17华泰人寿中意稳健理财2.803/170.1512/170.518/171.139/17-1.1916/17-0.9714/171.2314/17中意光大永明稳健型1.4013/170.1413/170.527/171.316/171.393/173.406/176.1110/17光大永明光大永明进取型1.2215/170.1314/170.674/171.277/171.304/173.874/177.045/17光大永明中意安逸稳健2.774/170.0915/170.4312/170.9811/17-0.7914/17-0.5213/171.1116/17中意瑞泰增值型0.8016/17-0.2916/17-0.2116/170.1314/17-0.9815/17-3.2616/170.7317/17瑞泰建信现金增利型-2.8617/17-1.2717/17-1.9317/17-3.3717/17-4.5017/17-3.9017/171.1215/17建信人寿附表8全债型投资账户排名（二级分类，%）数据截止日期：2023/7/312023年以来2023年7月最近3月最近6月最近1年最近2年最近3年投资账户名称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恒安标准债券型2.435/151.321/150.758/150.9311/150.418/158.251/157.494/15恒安标准瑞泰稳定型2.464/151.212/150.1415/150.7813/15-0.6012/151.0511/154.1412/15瑞泰招商信诺添利A型2.247/150.963/150.6610/150.7812/150.2210/151.8010/155.7310/15招商信诺汇丰稳健成长1.6313/150.924/150.4612/150.7714/150.329/153.048/156.058/15汇丰中信保诚优选全债2.673/150.705/150.776/151.358/15-0.0411/150.6012/154.3211/15中信保诚同方全球稳健型2.306/150.606/150.794/152.023/151.355/152.329/152.7014/15同方全球中德安联债券稳健型2.129/150.587/150.709/151.309/150.497/153.077/155.819/15中德安联太平平衡稳定型3.501/150.448/151.041/152.202/15-3.5215/150.4313/156.746/15太平中荷稳健型2.198/150.429/150.6211/151.0510/15-0.7813/15-0.2514/153.3513/15中荷北大方正稳健型1.5514/150.3610/150.3014/150.2915/15-2.8914/15-2.4315/151.3015/15北大方正资管生态月度报告资管生态月度报告泰康悦享配置2.0610/150.2712/150.883/151.664/151.186/154.125/156.975/15泰康人寿泰康稳盈增利3.072/150.2711/150.972/152.281/152.181/155.233/159.143/15泰康人寿国寿稳健债券0.9915/150.2013/150.767/151.417/151.414/153.906/156.197/15中国人寿泰康五年定期保证收益1.9711/150.1314/150.4513/151.556/151.893/154.954/1510.301/15泰康人寿阳光债券型1.8312/150.1215/150.795/151.655/152.082/155.962/1510.102/15阳光人寿附表9货币型投资账户排名（一级分类，%）数据截止日期：2023/7/312023年以来2023年7月最近3月最近6月最近1年最近2年最近3年投资账户名称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建信稳健增值型2.482/400.371/401.111/402.132/403.742/407.812/4011.262/40建信人寿中信保诚现金增利1.797/400.332/400.728/401.458/402.774/405.099/407.4311/40中信保诚建信锦绣3号1.814/400.303/400.953/401.933/402.685/404.9110/407.1914/40建信人寿太平稳健避险型2.183/400.244/400.864/401.724/401.3327/403.1025/405.2021/40太平平安货币1.659/400.245/400.736/401.4110/402.883/405.814/408.794/40中国平安人寿恒大现金宝1.5315/400.226/400.6711/401.3115/402.676/406.133/409.643/40恒大泰康赢家理财货币避险型1.5712/400.217/400.719/401.3612/402.2511/405.276/408.535/40泰康人寿建信平稳增利型1.5314/400.219/400.6514/401.3016/402.398/405.148/407.848/40建信人寿泰康e理财货币避险型1.5712/400.217/400.719/401.3612/402.2412/405.276/408.535/40泰康人寿平安保证收益2.511/400.2010/400.6612/402.171/404.201/407.931/4011.481/40中国平安人寿建信锦绣2号0.9427/400.2011/400.6415/401.2018/401.7020/403.6218/405.5818/40建信人寿建信价值成长型1.5811/400.2012/400.6613/401.3414/402.527/405.525/408.177/40建信人寿太平安益避险型1.806/400.2013/400.737/401.605/402.0715/403.7816/405.8317/40太平中德安联省心安益型1.3419/400.1915/400.5816/401.1419/402.2710/404.2014/406.0815/40中德安联太平人寿鑫安避险型1.678/400.1914/400.755/401.449/402.0016/40太平德华安顾货币型1.3618/400.1817/400.5520/401.1320/402.289/404.6812/407.3612/40德华安顾太平稳健安心型1.6310/400.1816/401.052/401.3911/401.7617/403.3423/405.1422/40太平陆家嘴国泰货币型1.2220/400.1720/400.5519/401.0622/402.2213/404.8611/407.669/40陆家嘴国泰人寿新华稳定增利货币型1.3917/400.1722/400.5717/401.2017/402.1314/404.5713/407.3413/40新华人寿建信安心优先型-0.2439/400.1721/400.5024/400.9525/400.5537/401.0438/401.1638/40建信人寿中荷避险型1.1222/400.1719/400.3931/400.7431/401.0930/402.5028/404.3127/40中荷建信锦绣1号0.1938/400.1718/400.5521/401.1221/400.9235/402.1131/403.3032/40建信人寿资管生态月度报告资管生态月度报告中德安联安益型1.1123/400.1623/400.5022/400.9624/401.7518/403.4319/404.8524/40中德安联招商信诺货币A型1.0524/400.1524/400.4526/400.8827/401.6421/403.4020/405.3420/40招商信诺瑞泰避险型1.1721/400.1525/400.5023/401.0323/401.7419/403.7317/405.8516/40瑞泰恒安标准现金型0.9428/400.1428/400.4030/400.7930/401.4425/402.9626/404.5925/40恒安标准同方全球安全型0.9229/400.1426/400.4229/400.8029/401.3526/402.6127/404.0828/40同方全球中宏货币型0.9726/400.1427/400.4327/400.8328/401.5822/403.3822/405.3919/40中宏汇丰货币基金0.9925/400.1329/400.4328/400.8926/401.5323/403.2524/404.9923/40汇丰瑞泰财智安益1.5016/400.1130/400.5025/401.477/401.3328/403.3821/404.4526/40瑞泰联泰大都会货币型0.6533/400.0932/400.2934/400.5634/400.9633/402.0732/403.4331/40中美联泰大都会友邦货币市场0.6134/40