Core Insights - The ESG public fund database established by the "Everyday Brand Value Research Institute" tracks the performance of ESG funds and analyzes the reasons behind ranking changes to help investors identify valuable ESG investment opportunities [1] Group 1: Fund Performance Overview - The observation period for the latest ESG public fund weekly ranking was from July 28 to August 1, with the latest net value as of August 1 [1] - The performance of the listed funds showed a further decline in returns, with several products reporting negative returns [1] - Active ESG funds outperformed index funds, with average returns for active funds remaining positive while index funds experienced an average decline [1] Group 2: Specific Fund Performance - The average return for broad ESG-themed active funds was 4.04%, while two ESG-themed active funds reported an average return of 0.35% [1] - All ESG-themed index funds experienced declines, with an average return of -1.39%, and half of the broad ESG-themed funds reported an average return of -0.62% [1] Group 3: Top Performing Funds - The top-performing ESG-themed active funds included: - Guotou Ruijin New Energy A with a weekly return of 6.95% and a cumulative return of 62.09% since inception [2] - Guoshou Anbao Low Carbon Economy A with a weekly return of 6.72% and a cumulative return of -27.45% since inception [2] - The top-performing ESG-themed index funds included: - Zhongjin Zhongzheng 500 ESG Enhanced Index A with a weekly return of -0.7% and a cumulative return of 9.02% since inception [8] - Puyin Ansheng Zhongzheng ESG120 Strategy ETF with a weekly return of -1.1% and a cumulative return of -6.19% since inception [8] Group 4: Fund Classification and Methodology - ESG funds are categorized into two main types: ESG-themed funds and broad ESG-themed funds, further divided into active and index funds based on investment strategies [12] - The ranking methodology includes only normally operating funds, excluding those that have been liquidated, and focuses on A-class shares when multiple share classes exist [12]
ESG公募基金周榜91期 | 主动型表现优于指数型,后者仅5只收益为正
Mei Ri Jing Ji Xin Wen·2025-08-02 02:47