出品｜公司研究室 文｜雪梅 最近，基金圈出现一个尴尬现象：部分业绩表现不错的次新基金，遭遇基民大面积赎回，净资产已低于5000万，面临清盘。 比如，深圳一家头部公募日前发布公告，旗下一只创新药行业基金提示或面临合同终止风险。 这是一只运作时间不久的次新基金，二季度该基金产品遭遇千万规模的资金赎回，规模由3月末的4700万元，陡降至6月末的3200万元。 值得注意的是：这只次新基金的净值一直在面值之上，且截至7月27日的年内收益率接近50%，排名同类4519只产品前列。 如果业绩差，遭人诟病也就罢了；业绩不错，却遭遇大面积赎回，难怪基金经理生闷气。 不过，这也不能全怪基民们见好就收。 前几年，基金权益投资表现不佳，赛道股更是上演疯狂的过山车行情，从年度增长100%的明星，转眼间滑落进亏损的泥潭。 对此，持有者可谓一朝被蛇咬，十年怕井绳。 眼下，一看老基金能够回本，新基金收益不错，基民甚至部分机构纷纷见好就收，落袋为安。 那么，今年以来，有没有业绩与规模比翼齐飞的基金呢？ 当然有！ | | | 开放式基金今年以来净值增长前10 | | | | --- | --- | --- | --- | --- | | 序号 ...

Core Insights - The ESG investment funds are gaining significant attention in the financial market, with approximately 1200 funds and a total scale exceeding 820 billion yuan as of June 6 [3][4] - Various types of ESG funds are emerging, including pure ESG theme funds, ESG strategy funds, and environmental protection theme funds, reflecting a growing recognition of sustainable investment [3][4] Fund Performance - Among the ESG funds, 84 funds have achieved over 10% returns this year, with 20 funds exceeding 20% and 8 funds surpassing 50% [4][5] - Notable performers include the Bank of China Hong Kong Stock Connect Medical A/C with over 60% returns and the Huatai-PineBridge Health Living One-Year Holding A/C with over 55% returns [5] Market Trends - The increasing number of ESG funds indicates a rising investor interest in corporate social responsibility and sustainable development [4][7] - Fund companies are strategically positioning themselves to attract a broader client base, particularly younger generations and institutional investors who prefer investments aligned with their values [4][7] Regulatory Environment - Since 2020, there has been a growing emphasis on ESG regulations, with various policies being introduced to guide enterprises in ESG practices [7][8] - Central and local governments are actively promoting ESG development, with initiatives aimed at enhancing the quality of state-owned enterprises and fostering sustainable urban development [7][8]