2023-11-01 02:37:42
Taiwan’s stock market fell 280 points, or 1.7%, in September, affecting labor fund performance for the second consecutive month. The Labor Fund Utilization Bureau released the latest labor fund performance today (1). Following a loss of 48.06 billion yuan in August, it was a single-month loss. It expanded to 78.19 billion yuan, which is also the third losing month following a loss of 31.77 billion yuan in February this year. It is also the month with the largest loss so far. The yield rate in the first three quarters also fell below 10%, leaving only 8.99%.
February has gone backwards! The Labor Fund’s loss widened to 78.1 billion yuan in September, with a yield of 8.99%.Picture/Provided by the Ministry of Labor
According to the Ministry of Labor, the overall labor fund scale will be 6.51 billion yuan as of the end of September 2023, and the post-evaluation income will be 499.16 billion yuan, with a return rate of 8.99%.
Among them, as of the end of September this year, the scale of the new labor retirement fund was 3.9719 billion yuan, with a revenue of 332.39 billion yuan, and a yield of 8.91%; the scale of the old labor retirement fund was 1.123 billion yuan, with a revenue of 86.58 billion yuan. The yield rate is 10.14%; the scale of the labor insurance fund is 849.8 billion yuan, the income is 74.42 billion yuan, and the yield rate is 9.80%.
The scale of the National Pension Insurance Fund, entrusted by the Ministry of Health and Welfare, is NT$505 billion, with income of NT$45.77 billion, and a rate of return of 10.25%.
In terms of long-term investment performance, the average return rate of the overall labor fund in the past 10 years (2013 to September 2023) is 4.88%, and the average return rate of the National Security Fund in the past 10 years (2013 to September 2023) is 5.22 %, long-term investment performance is stable.
Looking forward to the future, the Bureau of Labor Fund Operations stated that the global economy is still faltering with inflation still high, and the pace of recovery is still faltering. In addition, the war between Russia and Ukraine has not stopped, and the conflict between Israel and Kazakhstan has resumed, which may push up commodity prices and affect the global economy. and financial market stability. The Labor Fund Utilization Bureau will closely monitor the global political and economic situation, take into account investment returns and risk factors within the range of asset allocation changes, and adjust the investment layout in a timely manner to enhance the long-term investment efficiency of the fund.
Yahoo Finance special correspondent Ye Yiru: 22 years of experience in mainstream financial media. From the Web1.0 bubble in 2000 to the Meta Yuanverse Web3.0, he has witnessed the rise and fall of Taiwan’s large and small enterprise groups and has experienced five international financial crises. We believe that finance is life and is everywhere. No matter how difficult financial knowledge is, we should explain it in a simple way. Everyone, young and old, should manage money. If you don’t manage money, money will not care regarding you.
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