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中银保诚简易强积金计划投资经理及受托人/
中银保诚简易强积金计划投资经理及受托人/
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所属报告:
香港资管行业研究(下):香港资管机构的成功之道与借鉴启示-250424(41页).pdf
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相关数据
(受托人)
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行业数据
2026-04-02
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以友邦香港及保诚保险的分红型重疾险为例,产品分红形式为英式分红(即保额分红)
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行业数据
2026-01-05
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保诚分帐户资产配置结构(1H25)
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行业数据
2025-11-05
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保诚保险资产配置结构(单位:%)
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行业数据
2025-08-04
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保诚保险资产配置结构(单位:%)
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行业数据
2025-06-18
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图7.强积金的发展历程
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产业概述
2025-04-30
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图22.强积金计划中各类资产的地域配置比例
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行业数据
2025-04-30
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图10.强积金两类提取方式的规模
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行业数据
2025-04-30
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图9.强积金账户数目(万个)
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行业数据
2025-04-30
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图20.强积金成分基金数量(支)
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行业数据
2025-04-30
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新莱福与金南磁材协同性强
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j5HlubPlj7Dlj6/lhbHkuqvlrp7pqozorr7lpIfjgIHmlbDmja7otYTmupDlkozkurrmiY3lm6LpmJ/vvIzpmY3kvY7ph43lpI3mipXlhaXjgIIgfAp8IOWinuW8uuS4iuW4guWFrOWPuOeahOaKl+mjjumZqeS4juaImOeVpeaLk+WxleiDveWKmyB8IOaWsOiOseemj++8mue7iOerr+W6lOeUqOS4uuW5v+WRiuWxleekuuOAgeWKnuWFrOaVmeiCsuOAgeWutuWxheijhemlsOetieawkeeUqOmihuWfnyB8CnwgICAgICAgICAgICAgICAgICAgICAgICAgICB8IOmHkeWNl+ejgeadkO+8mue7iOerr+W6lOeUqOS6juW+rueUteacuuOAgeaWsOiDvea6kOaxvei9puetieW3peS4mumihuWfnyB8CnwgICAgICAgICAgICAgICAgICAgICAgICAgICB8IOWNj+WQjOaAp++8muawkeeUqOS4juW3peS4mumihuWfn+eahOWRqOacn+WPr+W9ouaIkOS6kuihpeWvueWGsu+8jOWinuW8uuWQiOW5tuWQjuS4iuW4guWFrOWPuOeahOaKl+mjjumZqeiDveWKm++8jOW5s+a7keS4mue7qeazouWKqCB8Cnwg5aKe5Y6a5LiK5biC5YWs5Y+45Lia57up77yM5o+Q6auY5LiK5biC5YWs5Y+455qE55uI5Yip6LSo6YeP77yM5aKe5by66IKh5Lic5Zue5oqlIHwg5paw6I6x56aP77yaMjAyNOW5tOWunueOsOiQpeS4muaUtuWFpTguOeS6v++8jOW9kuavjeWHgOWIqea2pjEuNDXkur/lhYMgfAp8ICAgICAgICAgICAgICAgICAgICAgICAgICAgfCDph5HljZfno4HmnZDvvJoyMDI05bm06JCl5Lia5pS25YWlNS4w5Lq/77yM5YeA5Yip5ramMC44M+S6v+WFgyB8CnwgICAgICAgICAgICAgICAgICAgICAgICAgICB8IOWNj+WQjOaAp++8muaehOW7uui1t+S7jueyieS9k+eglOWPkeWIsOe7iOerr+W6lOeUqOeahOmXreeOr+W4g+WxgO+8jOS4uuiCoeS4nOWIm+mAoOWPr+aMgee7reeahOS7t+WAvOWbnuaKpeOAgiB8CgrotYTmlpnmnaXmupDvvJrlhazlj7jlhazlkYrjgIHmtZnllYbor4HliLjnoJTnqbbmiYA=
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行业数据
2025-04-29
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中银保诚产品资产类别构成
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行业数据
2025-04-27
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中银保诚AUM(单位:百万美元)及增速
fCDlubTku70gfCBBVU3vvIjnmb7kuIfnvo7lhYPvvIkgfCDlop7pgJ8gfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS18CnwgMjAxNSB8IDUwMDAgICAgICAgICAgICAgfCAtICAgIHwKfCAyMDE2IHwgNTUwMCAgICAgICAgICAgICB8IC0gICAgfAp8IDIwMTcgfCA2MDAwICAgICAgICAgICAgIHwgLSAgICB8CnwgMjAxOCB8IDU1MDAgICAgICAgICAgICAgfCAtICAgIHwKfCAyMDE5IHwgNTAwMCAgICAgICAgICAgICB8IC0gICAgfAp8IDIwMjAgfCA2MDAwICAgICAgICAgICAgIHwgLSAgICB8CnwgMjAyMSB8IDcwMDAgICAgICAgICAgICAgfCAtICAgIHwKfCAyMDIyIHwgNTAwMCAgICAgICAgICAgICB8IC0gICAgfAp8IDIwMjMgfCA2MDAwICAgICAgICAgICAgIHwgLSAgICB8CnwgMjAyNCB8IDcwMDAgICAgICAgICAgICAgfCAtICAgIHwKCui1hOaWmeadpea6kO+8mkJsb29tYmVyZ++8jOW5v+WPkeivgeWIuOWPkeWxleeglOeptuS4reW/gw==
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中银保诚旗下公募基金投资风格、资产类别和投资地域构成(单位:亿港元)
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2025-04-27
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3.发力退休基金产品为主动管理型基金引流 中银保诚自2003年布局强积金业务,依托中银香港的渠道和业务协同优势,逐渐发展为香港第五大强积金管理人。中银保诚的强积金账户可与中银香港等银行的综合理财总值挂钩,客户有机会享受专属服务和优惠,进一步增强了竞争力。根据MPF Ratings,截至2024H1,中银保诚的强积金计划AUM达到890.88亿港元,市占率7.27%,仅排在宏利、汇丰、永明金融、友邦之后。由中银保诚担任保荐人(注:也称营办人,通常与强积金受托人合作,参与强积金计划的初步设计和建立,计划受托人/保荐人向雇主/成员收取计划参加费、年费、供款费、买卖差价、权益提取费和部分基金管理费,例如中银保诚简易强积金计划的成分基金受托人/保荐人收取0.55%的基金管理费,投资经理收取0.25%-1%)的强积金计划包括中银保诚简易强积金计划和我的强积金计划,其中简易强积金计划规模较大,AUM达到858.71亿港元。简易强积金计划由中银保诚资管担任投资经理、中银保诚信托担任受托人和保管人;我的强积金计划则由多个资管机构担任不同成分基金的投资经理。除了强积金计划外,中银保诚资管从2021年开始管理集资退休基金(中银保诚识别风险,发现价值 请务必阅读末页的免责声明 公积金计划),进一步完善退休基金业 务布局。通过服务强积金计划等机构客户,中银保诚资管的主动管理型基金规模迅速扩大。
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香港资管行业研究(下):香港资管机构的成功之道与借鉴启示-250424(41页).pdf
中银保诚旗下公募基金投资风格、资产类别和投资地域构成(单位:亿港元)
南方东英产品类型分布(单位:亿港元)
2016-2024H1贝莱德不同类型产品平均管理费率
2016-2024H1贝莱德不同类型产品报告期内平均AUM占比
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