ESG公募基金周榜84期 | 收益率全面下滑，ESG主题指数型仅有3只微涨
Mei Ri Jing Ji Xin Wen·2025-05-24 00:54

Core Insights - The latest ESG public fund weekly ranking indicates a decline in the performance of ESG funds, with some funds experiencing negative returns during the observation period from May 19 to May 23 [1] - The average return for actively managed ESG-themed funds was 2.02%, down by 1.8 percentage points from the previous week, while index funds had an average return of 1.16%, a decrease of 1.5 percentage points [1] - ESG-themed actively managed funds had an average return of 1.11%, which is about half of the average return of the broader ESG-themed actively managed funds [1] Fund Performance Summary Overall ESG Fund Performance - The overall performance of ESG funds has seen a downturn, with a notable drop in returns for both active and index funds [1] - The best-performing category was the broader ESG theme, but it still faced significant declines [1] Top Performing Funds - The top-performing ESG funds for the week included: - Xinao New Energy Selection A with a weekly return of 4.62% [2] - Penghua Health and Environmental Protection with a return of 3.58% [2] - Huabao Overseas New Energy Vehicles A with a return of 2.04% [2] - Conversely, some funds like Taixin Low Carbon Economy A and Dongfanghong ESG Sustainable Investment A reported negative returns [2] Active and Index Fund Breakdown - The top 10 actively managed ESG-themed funds showed varied performance, with some funds like Dongfanghong ESG Sustainable Investment A returning 1.94% while others like Huatai-PB ESG Sustainable Investment A returned only 0.21% [5] - The index funds also displayed a decline, with the top performers like Yingda CSI ESG 120 Strategy A returning just 0.11% [8] Broader ESG Theme Fund Performance - The broader ESG-themed index funds also faced challenges, with the top fund, Xingyin National Index New Energy Vehicle Battery ETF, returning only 1.19% [10] - Overall, the performance of both active and index funds indicates a challenging environment for ESG investments during the observed period [1][10]