ICBC-AXA Asset Management Fixed Income Team Wins 2026 Ark Award; 2025 Bond Fund Return 4.34%

On September 10, 2026, the 2026 Financial Institutions Annual Conference and the 2026 Insurance Industry Asset-Liability Management Annual Conference were held in Shenzhen. The fixed income department of ICBC-AXA Asset Management Co. , Ltd. received the Gold Medal Insurance Investment Team Ark Award. Shang Peng, Party Secretary and General Manager of ICBC-AXA Asset Management, attended the conference and delivered a speech titled "Allocation Changes, Challenges and Responses of Insurance Funds in a Low Interest Rate Environment."

The China Insurance Industry Ark Award is one of the insurance industry's awards. This year's selection was set against the backdrop of the opening of the 15th Five-Year Plan, with high-quality development, serving the real economy and fulfilling the financial sector's "five major articles" as the main evaluation dimensions. The review was conducted through hard-indicator weightings, executive participation and cross-verification of third-party data.

As the low interest rate environment continued to deepen and bond yields hovered at low levels, the fixed income investment team of ICBC-AXA Asset Management adhered to a steady and active investment style. Relying on a research-driven, system-empowered investment research framework and a self-developed AI interest rate bond timing model, the team advanced performance growth and risk control. In 2025, its full-year bond fund portfolio return reached 4.34%, exceeding the Wind Bond Fund Composite Index by 2.15%. The team managed more than 30 third-party fixed income products on a fiduciary basis, and its fixed income-plus products delivered an average return of over 7% in the first ten months. Among them, ICBC-AXA Stable Profit No. 18 recorded a full-year return of 18.36%, ranking first among fixed income-plus insurance asset management products across the market, outperforming the average level of comparable products by more than 400 basis points, and won the fifth Asset Management and Wealth Management Industry Golden Reputation Award.

ICBC-AXA Asset Management is the first joint-venture insurance asset management company to officially open since the process of accelerating the opening-up of the insurance industry began. At present, ICBC-AXA Asset Management has formed a full-chain investment capability covering fixed income, equity, alternatives and other multi-asset classes, and its assets under management surpassed RMB 400 billion in 2025.